SVP, Global Client Executive

Chubb Life Fund; Houston, Northern (TX, KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Chubb is seeking a Global Client Executive (GCE) in Houston, TX to foster a sustainable client relationship, drive retention, and identify growth opportunities. The role involves close collaboration with risk managers, brokers, and internal leadership to align with the Chubb business plan and enhance client interactions and experiences.

Key duties include developing annual client plans, leading stewardship, maintaining client rosters, and ensuring high service delivery and loyalty across the

Responsibilities

• Client Plan: Meet with each assigned client and broker to discuss current Chubb relationship and client’s Risk Management Goals.
• Stewardship: Lead the Stewardship process for clients, brokers, and the entire Chubb account team.
• Client Roster: A comprehensive list of each client’s expanded Chubb team, shared internally and with clients.
• Institutionalize Relationship: Provide clients with access to Chubb senior management and product line leadership.
• Drive Chubb Business Plan: Understand product lines and regional plans and translate into action for assigned clients.
• Drive Overall Client Satisfaction: Manage service delivery and tasks to meet expectations and build loyalty.
• Client Specific P&L Statements: Maintain annual client-specific P&L exhibits for key decisions.

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 and always working to improve 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 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 insure 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.