Manager, Account Management (Finance)
JOB DESCRIPTION
Combined Insurance, a Chubb Company, is a leader in the insurance industry with a proud tradition of success spanning over 100 years. We are seeking a dynamic and experienced Manager of Account Management to join our fast-paced, high-energy, and growing team. If you are a hard-working, talented professional looking to make a significant impact, we invite you to join us.
Job Summary:
The Manager of Account Management will lead a team of Account Managers while managing a small book of business. This role involves collaborating with Business Development Managers (BDMs) to build and maintain strong relationships with brokers and clients. The position focuses on driving sales, enrollment, and post-sales support for voluntary products within the Chubb Workplace Benefits division. The Manager will also oversee post-enrollment solutions, enhance the broker/client experience, and contribute to strategic account growth.
Key Responsibilities:
- Lead and mentor a team of Account Managers, fostering a culture of excellence and continuous improvement.
- Serve as the primary liaison between external clients, broker partners, and internal teams, ensuring seamless communication and service delivery.
- Collaborate with Sales Operations and BDMs to articulate the CWB servicing value proposition to brokers and employer partners.
- Proactively manage expectations and address issues for employers, brokers, and BDMs, ensuring effective communication of status, issues, and timelines.
- Participate in high-visibility broker finalist presentations and ensure proper documentation is executed and circulated.
- Oversee the transition to home office operations for ongoing billing, reporting, and client support, in collaboration with the Implementation Management team.
- Drive the annual reservicing of existing accounts, coordinating with the Implementation Team as needed.
- Build and maintain trust-based relationships with broker/client counterparts and internal staff.
- Conduct account reviews to identify concerns and collaborate with internal partners to develop action plans addressing issues, risks, and opportunities.
- Support BDMs in identifying growth opportunities, including new lines of coverage, retention goals, and increased penetration with existing lines.
- Lead annual strategic account planning discussions with senior leadership.
- Attend broker or employer client meetings as needed and assist the Director with projects and other duties.
Competencies:
- Leadership: Demonstrates strong leadership skills, inspiring and guiding team members to achieve goals.
- Relationship-Builder: Builds strong working relationships and maintains an exceptional client service mindset.
- Problem Solving: Takes an organized approach to complex issues, developing insights and solutions.
- Continuous Learning: Seeks opportunities for professional growth and development.
- Initiative: Proactively exceeds expectations and seizes opportunities to make a difference.
- Adaptability: Effectively prioritizes and navigates changing circumstances.
- Results Orientation: Drives for results and takes accountability for outcomes.
- Values Orientation: Upholds Chubb values, acting ethically and fostering collaboration.
- Detail Oriented: Maintains exceptional attention to detail and timely delivery.
- Creativity: Develops alternative methods for handling situations when traditional methods aren't successful.
Skills:
- Excellent verbal and written communication, interpersonal, and customer service skills.
- Ability to structure and manage work across multiple functions and locations.
- Strong influencing and consultative relationship-building skills.
- Proficient in identifying issues, remediation tactics, and escalation paths.
- Sound organizational and time management skills.
- Ability to multi-task in a fast-paced environment.
Education and Experience:
- 4-year college degree or equivalent work experience strongly preferred.
- Minimum of 5 years of supervisory experience in benefits/insurance industry, with a focus on voluntary benefit case setup and lifecycle.
- Familiarity with industry enrollment platforms such as bSwifft, Employee Navigator or Selerix.
- Ability to travel up to 40%, as needed.
- Active Life and Health License required.
ABOUT US
OUR BENEFITS
As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals. More details can be found here. Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work. Below are several of the many benefits we offer our employees:
- Health insurance
- Dental insurance
- Tuition reimbursement
- A company-match 401(k) plan
- Disability insurance
- Life insurance
- Employee referral bonuses
ABOUT COMBINED INSURANCE
Combined Insurance Company of America is a Chubb company and a leading provider of supplemental accident, health, disability, and life insurance products in North America. Headquartered in Chicago, with satellite office in Columbia, SC, Combined is celebrating over 100 years in business. We are committed to making the world of supplemental insurance easy to access and understand. The company has an A+ rating by the Better Business Bureau and an A + (Superior) financial strength rating by A.M. Best. We are ranked by VIQTORY as the number one Military Friendly® Employer in 2023 (over $1 billion revenue category), marking Combined's twelfth consecutive year on the Top 10 list. We pride ourselves on approaching all situations with a Positive Mental Attitude (PMA) and encouraging collaboration.
ABOUT CHUBB
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
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