10+ years of experience with risk managers and their brokers
Bachelor's Degree or equivalent experience preferred
Prior experience at Chubb or in the insurance industry
Strong analytical, strategic planning, and organizational skills
Excellent communication and negotiation abilities
Proven track record in developing and implementing business plans
Experience managing cross-functional teams
Bilingual in French and English is a plus
Responsibilities
Meet with clients and brokers to discuss risk management goals and update client plans annually
Lead customized stewardship meetings to align with client needs
Maintain a comprehensive client roster for internal and external sharing
Facilitate access to Chubb senior management for assigned clients
Translate product line and regional business plans into actionable strategies for clients
Manage service delivery to enhance client satisfaction and loyalty
Update client-specific Profit & Loss statements for strategic decision-making
Foster key broker relationships to access decision-makers for Major Accounts
Maintain consistent communication with brokers and clients
Benefits
Access to senior management and product line leadership
Opportunities for professional development and growth
Engagement in a collaborative team environment
Exposure to a diverse range of clients and industries
Involvement in strategic decision-making processes
Full Job Description
Job Description
KEY OBJECTIVE:
The role of the Global Client Executive (GCE) is to create a sustainable Chubb-Client relationship, resulting in strong account retention and business growth opportunities. To manage and grow our Major Account segment by aligning internal resources to provide exceptional overall service to Chubb key clients and brokers in the central region of Canada. This is accomplished through enhanced interaction with risk managers and their brokers, effective client service performance, a formal stewardship and account planning process, actively engaging Chubb internal leadership, and knowing the Chubb business plan and expectations. Global Client Executives require an attitude of service and accountability and always working to improve each client's interaction and experience with Chubb.
MAJOR RESPONSIBILITIES:
Client Plan: Meet with each assigned client and broker to discuss current Chubb relationship and client's Risk Management Goals. The client plan should be reviewed and updated annually. The Client Plan will provide insight to share with internal client team on current relationship and potential expansion opportunities.
Stewardship: Lead the Stewardship process for clients, brokers and the entire Chubb account team. Work closely with each client to customize the stewardship meeting/process to fit their needs and goals. Stewardship meetings should be held annually with each client and/or period account/stewardship updates should occur throughout the year.
Client Roster: A comprehensive list of each client's expanded Chubb team. Include UW/UW Managers, Claims, ESIS, Regional Management and Chubb Global Services. Each account roster list is shared internally as well as externally with clients.
Institutionalize Relationship: Provide all assigned clients with access to Chubb senior management and Chubb product line leadership while promoting the Chubb brand identity and recognition within the global insurance market.
Drive Chubb Business Plan: Understand each product line and regional business plans and translate into action for assigned clients. This includes all existing business as well a targeted lines to ensure the entire relationship is considered in the decision-making process.
Drive Overall Client Satisfaction: Manage overall service delivery and assigned tasks for each client to ensure we are meeting their expectations and creating loyalty. Demonstrate appropriate levels of accountability and authority when carrying out tasks and elevate necessary issues to senior management.
Client Specific P&L Statements: Maintain and update annually client-specific Profit & Loss exhibits to fully understand the historical and current relationship, share with Chubb senior management as needed in assisting with key account-level decisions.
Identify and foster key broker relationships in order to access the key decision makers for Major Accounts.
Strategic Market Visibility: Consistent and frequent contact with our brokers and clients
Additional Tactical Details:
Account Retention - GCE accounts should average 2 to 3 points above Chubb Major Account's average (95%). Retention is measured by GWP and policy count (e.g. line of business). Manage distribution partners to ensure alignment with this metric and in support of product line underwriting profitability.
Manager Disruptions - Identify GCE succession plans for each account
Showcase Chubb Differentiators - include in client plan how you will utilize Chubb differentiators (Worldview, Predictive Modeling/4D, Claims)
C-Suite Visibility - To help institutionalize the relationship, ensure Chubb has recognition in the client C-suite. Facilitate connections between Chubb and Client Senior Management
Enhance GCE Communication - develop, maintain and disseminate client information regularly to all Chubb team members to enhance communication and educate team members on relationship and client activity. This will include client plans, stewardship reports and follow-up, account roster, as well as all open and pending items/tasks.
COG/GCE coordination - GCE's utilize Chubb Overseas General counterparts where possible to assist in multinational clients (enhance Chubb presence with client, increases efficiency, reduces travel)
New Business / Chubb Account Enhancement - Through marketplace awareness, personal and distribution relationships, and as assigned by regional management, identify and develop new global clients with the desire to expand the Chubb relationship.
Qualifications
Minimum 10+ years working with risk managers and risk management accounts and their brokers.
Bachelor's Degree or equivalent experience preferred.
Prior experience working at Chubb and/or in the insurance industry with proven experience in managing relationships and accounts required.
Demonstrated analytical, strategic planning and organizational skills.
Excellent communication, influence and negotiation skills with the ability to exercise positive influence over formal and informal organizations and management at all levels.
Proven strategic planning ability as evidenced by successful development and implementation of business and marketing plans.
Proven experience in managing cross-functional teams.
Bilingualism in French and English is considered an asset.
About Chubb
Chubb Limited is a Swiss-based global insurance company that provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance (A&H), reinsurance, and life insurance to a diverse group of clients. Chubb operates in 54 countries and territories and is the world's largest publicly traded property and casualty insurance company. The company has a long history, dating back to 1882, and has grown through a series of mergers and acquisitions. Chubb is known for its high-quality insurance products and services, as well as its strong financial performance and commitment to corporate social responsibility.
