Chubb Risk Consulting Operations Analyst

Chubb; Irvine (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

Chubb is seeking a Sales Enablement Specialist to enhance their Sales and Client Service strategy. The ideal candidate will manage client-facing activities and ensure project execution across multiple accounts while maintaining high levels of client satisfaction and retention.

Qualifications

• Exceptional time management and client service skills.
• Strong marketing orientation; consultative sales experience preferred.
• Senior-level experience with Microsoft products.

Responsibilities

• Participates in the Client Experience team for multiple accounts.
• Creates and maintains sales enablement materials and tools.
• Executes activities in support of the client experience; on time and within budget.

Skills

Time Management

Client Service

Conflict Resolution

Presentation Skills

Microsoft Office

Consultative Sales

Salesforce

Job description

SALES ENABLEMENT SPECIALIST

The Sales Enablement Specialist plays a significant role in helping to overcome challenges and better our overall Sales and Client Service strategy and execution.

The Sales Enablement Specialist will be responsible for partnering with the Chubb Risk Consulting Sales and Client Services team to better project execution, efficiency, and financial results. While the emphasis of the role is internally focused, the Sales Enablement Specialist may be tasked to facilitate some client-facing activities.

The objective is to help Chubb Risk Consulting meet client retention goals, ensure a consistent high level of client satisfaction, and partner with Sales & Client Services to improve the overall client experience.

DUTIES AND RESPONSIBILITIES

Program Management & Oversight

• Participates as an active member of the Client Experience team for multiple accounts ; this role is not an Account or Project Management role, rather an integral part of ensuring execution of specific tasks across the entire Chubb Risk Consulting portfolio.
• Works closely with the Sales & Client Service team to help facilitate the planning, execution, and tracking of assigned in-scope tasks.
  • In-scope tasks may vary by account and will be identified and approved by the Chubb Risk Consulting Leadership Team.[1]
  • In-scope tasks are defined as those supporting a high-volume, recurring service line where the scope, level of effort, fee, and resource(s) are pre-defined.
  • Current in-scope tasks include, but are not limited to: creation of internal project numbers within the Deltek Vantagepoint system (cloning pre-defined projects), scheduling of per-occurrence services with pre-approved resources (e.g., virtual ergonomic assessments, laboratory inspections), maintenance of client interfacing software platforms (e.g., ErgMaps, eQEC, Brady), procuring subcontractor quotes for client-defined scopes of work, follow up on client deliverables, preparation of client KPI reports, etc.
• Facilitates planning and communication (cross-functional team engagement) inclusive of account managers, consultants, internal and external (client) stakeholders, and subcontractors.
• Executes activities in support of the client experience; on time and within budget.
  • Pre-project planning inclusive of scheduling/coordination and stakeholder engagement.
  • Regular internal communication (project status updates)
  • Subcontractor(s) oversight
  • Change management (client driven requests)
  • Internal project accounting and reporting

Sales Enablement

• Creates, updates, and maintains a comprehensive library of sales enablement materials and tools, including playbooks, training guides, product information sheets, and case studies.
• Implements and manage tools and platforms, ensuring sales teams are trained on their use and maximizing their effectiveness.
• Partners with Sales & Client Services to complete vendor qualification and onboarding.
• Create and maintain Salesforce reports, dashboards, and workflows totrack and measure key sales metrics and implement sales enablement strategies.
• Provides oversight of third-party risk management and vendor portals (e.g., Avetta, ISNetworld).
• In partnership with the Vice President, Operations, facilitates and maintains relationships with our subcontractor network inclusive of contracting, negotiation, and buying.
• Create and schedule social media posts and similar, ensuring content is relevant, engaging, and aligned with sales objectives.
• Coordinates and participates in activities to enhance presence, commitment, and capabilities in the local, regional, national and international marketplace.

KEY METRICS:

• Program Management Objectives:
  • Ensure conformance of assigned tasks with project-specific service-level agreements (SLAs); examples may include timely completion/distribution of client-deliverables, subcontractor follow-up, distribution of client KPI reports, adherence to all project budgets, etc.
  • Facilitate a minimum of one business process efficiency review annually with the goal of implementing/executing upon an internal process improvement plan.
• Sales Enablement Objectives:
  • Maintenance of subcontractor network in compliance with Chubb third party risk management requirements (e.g., timely contract renewals, completion of internal requirements)
  • Timely identification and onboarding of new subcontractors, as need, based on strategic sourcing objectives.
  • Source multiple competitive bids from qualified subcontractors within defined parameters.
  • Completion of all assigned tasks within specified deadlines
• Maintain billable utilization of 65%.

[1]Tasks will be identified and approved the Vice President, Operations in alignment with the Sales Leadership Team. Tasks will not be inclusive of any activities related to project scoping or pricing.

Qualifications

• Exceptional time management and client service skills
• Ability to manage multiple projects and deadlines simultaneously in a fast-paced environment.
• Demonstrated conflict resolution skills both internally and externally focused.
• Excellent oral and written presentation/communication skills
• Accuracy, efficiency, quality and good judgment
• Senior-level experience working with Microsoft products inclusive of Word, Excel, PowerPoint, and Outlook
• Ability and willingness to learn and master new technology platforms.
• Strong marketing orientation; consultative sales experience (preferably within the EHS&S space) preferred.
• Salesforce experience strongly preferred.

Sponsorship, now or in the future, is not available for this role. Applicants must be legally authorized for employment in the U.S. without need for current or future employment-based sponsorship.

The pay range for the role is $60,700 to $75,000. The specific offer will depend on an applicant’s skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be foundon our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

ESIS, a multi-line Third-Party Administrator (TPA), provides claims, risk control & loss information systems toFortune 1000 clients across its North American platform.ESISprovides a full range of sophisticated risk management services, including workers compensation claims handling; a broad spectrum of casualty insurance products, such as general liability, automobile liability, products liability, professional liability, and medical malpractice claims handling; and disability management.

Chubb Risk Consulting is your single avenue to our more than 550 property and casualty engineering, health, safety and environmental consultants located wherever our clients do business – all focused on helping our clients develop and deploy solutions that advance their risk management, compliance and sustainability objectives, while positively impacting their financial results.