Global Client Executive, Canada

Chubb; Toronto; On-site; CAD 85,000 - 120,000; Full time

Job summary

A leading company in the insurance sector is looking for a Global Client Executive to foster strong relationships with clients and enhance account retention. You'll lead client stewardship processes and ensure strategic management of client accounts, utilizing your extensive experience in risk management and proven skills in negotiation and communication.

Qualifications

• Minimum 10+ years working with risk managers and risk management accounts.
• Proven experience managing relationships and accounts.
• Excellent communication and negotiation skills.

Responsibilities

• Manage client plans and relationships to enhance retention and business growth.
• Lead stewardship processes and customize them for client needs.
• Ensure client satisfaction and service delivery exceeds expectations.

Skills

Analytical skills

Strategic planning

Communication

Negotiation

Influence

Education

Bachelor’s Degree or equivalent experience

Job description

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. 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, consistently working to enhance each client’s interaction and experience with Chubb.

Specific objectives related to the role:

• Client Plan: Meet with each assigned client and broker to discuss the current Chubb relationship and the client’s Risk Management Goals. The client plan should be reviewed and updated annually. The Client Plan will provide insight to share with the internal client team on the 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.

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 the 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 is 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