Account Executive

Chubb External; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Chubb Workplace Solutions is hiring an Account Executive to join our high-energy team and strengthen broker/client relationships for large clients and strategic brokers. You will collaborate with BDMs to ensure successful post-enrollment support, client stewardship, and ongoing retention of voluntary benefits products across assigned territories.

The role emphasizes renewal, cross-sell, and high-quality service, requiring strong relationship management and problem-solving to meet diverse client

Qualifications

• Bachelor's degree or equivalent required.
• Minimum 3 years in employee benefits or account management.
• Life and health license preferred or ability to obtain within first year.

Responsibilities

• Serve as liaison with brokers and employer clients for post-enrollment support and client stewardship.
• Coordinate with BDMs and internal teams to deliver timely, successful renewal and re-enrollment processes.
• Develop and execute client relationship plans to maximize retention and cross-sell opportunities.
• Manage quarterly/annual stewardship reporting and ensure client satisfaction targets are met.
• Identify retention risks and present complex plans to senior management for mitigation.
• Support sales activities and drive cross-sell of additional benefits solutions.

Skills

Analytical skills

Interpersonal communication

Customer relationship

Education

Bachelor's degree or equivalent

Job description

Workplace Solutions, a Chubb Benefits Company, is seeking an Account Executive to join our fast-paced, high-energy, growing company. We are proud of our tradition of success in the insurance industry for over 100 years. Come join our team of hard-working, talented professionals!

JOB SUMMARY

As a key member of the Chubb Workplace Solutions sales team, the Account Executive will interact closely with our Business Development Managers (BDMs) to facilitate strong, mutually beneficial broker/client relationships, and to ensure successful post-sales support, client stewardship and retention of voluntary benefits products for large clients and strategic brokers.

The Account Executive will serve as the liaison between brokers, employer clients and cross-functional internal teams in our fast-growing Chubb Workplace Solutions sales (WSO) channel. This position will be responsible for timely and successful delivery of post-enrollment solutions, enhancing and direct client relationship within assigned territories, improving the overall broker and client experience. Account Executives will support sales activities and own the support and stewardship of client's post-implementation to maximize renewal/re-service participation, cross-sell and account retention.

This position will be accountable for attainment of key metrics, including target retention and client satisfaction objectives. Success as an Account Executive requires strong relationship management, communication, judgment and problem resolution skills to meet the diverse needs of our brokers and employer groups.

RESPONSIBILITIES

• Serve as the liaison and subject matter expert, both internally and externally, for the Benefits All In program.
• Internal/External point of contact (POC) for census analysis.
• Develop and coordinate with implementation managers best in class implementation processes.
• Coordinate with Chubb Workplace Solutionssales and account management teams to identify cross-sell opportunities across in-force block of business.
• Manage and report on quarterly stewardship meetings and profitability for program with sales leadership.
• Create and manage program retention and performance guarantees.
• Develop, maintain and execute complex client relationship plans to ensure overall service needs are satisfied while achieving business, profitability and account retention objectives.
• Develop and manage assigned in-force blocks of preferred brokers and regional in-force business.
• Coordinate stewardship meetings and monthly/quarterly reporting for targeted producers and target in-force clients working with assigned BDMs.
• Manage renewal / re-enrollment processes for assigned clients; including, managing applicable internal partners, reviewing, and negotiating underwriting offers or rate and plan design changes, and ultimately presenting and delivering renewal/re-enrollment offers.
• Identify clients with retention risks, develop and execute complex plans to retain clients and inform senior management.
• Develop complex plans to support retention sales, enhance re-enrollment participation and drive new lines of coverage within existing clients.
• Develop and execute plans to increase or gain opportunities to introduce Chubb Workplace Solutionssales management to targeted clients, including introduction of Chubb Absence Management or other Accident & Health product solutions.
• Coordinate quarterly and semi-annual block reporting across supported regions.
• Conduct product and/or technology platform enrollment training for key agencies, brokers or enrollment firms.
• Participate in client and broker executive finalist presentations and benefits fairs.
• Coordinate with internal and external partners to ensure appropriate timeframes are established and key timelines are met throughout quarterly and annual planning.
• Act as the liaison for brokers, clients and internal supporting functions to identify challenges and bridge relationships between clients, insureds and home office partners to resolve issues.
• Collaborate with internal stakeholders on processes, procedures, proposals and/or promotional materials for assigned territories.
• Performs other duties as requested.

COMPETENCIES

• Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight.
• Ability to research and solve problems with moderate supervision.
• Ability to understand client account economics, including product designs, rates and pricing.

SKILLS

• Demonstrated analytical skills and knowledge base to consult with customers on insurance products.
• Possesses excellent interpersonal and communication skills both verbal and written, strong executive presence, team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavoring to fully understand customer needs.

EDUCATIONAND EXPERIENCE

• 4-year college degree or equivalency strongly preferred; equivalent work experience may substitute.
• A minimum of three years of employee benefits industry knowledge and experience in account management is required. Voluntary/Worksite marketplace experience preferred.
• Active life and health license preferred or the ability to complete/obtain within first year of employment, with Chubb support, is preferred.