Account Manager (Finance)
JOB DESCRIPTION
The ideal candidate will be a strategic thinker with a proven track record in account management, sales, and retention within the insurance industry.
Job Description
- Manage and strengthen relationships with existing clients and producers to ensure alignment with their goals and objectives
- Develop a predictable and consistent external stakeholder engagement strategy informed by growth, retention and business unit objectives
- Identify and execute cross-selling opportunities within Affinity and other Chubb business units to expand product offerings and drive revenue growth
- Develop and implement strategies to enhance account retention, proactively addressing client needs and ensuring long-term satisfaction
- Conduct regular account reviews to assess performance, identify growth opportunities, and ensure alignment with client objectives
- Provide regular and routine reporting on existing business pipeline progression, retention metrics, and sales performance
- Stay updated on industry trends, competitor activities, and regulatory changes, sharing insights with the team to strengthen market positioning
- Collaborate with other departments, such as Underwriting, Claims, Regional Distribution, and Marketing, to ensure seamless communication and alignment of business objectives.
- Continuously evaluate and improve account management processes, tools, and systems to streamline operations and enhance productivity
- Uphold the company's values and ethical standards, ensuring compliance with all relevant laws, regulations, and policies governing insurance sales operations
ABOUT US
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.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
