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.
- Minimum 10+ years working with risk managers and risk management accounts and their brokers.
- Prior experience working at Chubb and/or in the insurance industry with proven experience in managing relationships and accounts 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
About Us
Skills Required
- Minimum 10+ years working with risk managers, risk management accounts, and brokers
- Prior experience at Chubb and/or in the insurance industry
- Proven experience managing relationships and accounts
- Analytical, strategic planning, and organizational skills
- Excellent communication, influence, and negotiation skills
- Ability to influence formal and informal organizations and management at all levels
- Successful development and implementation of business and marketing plans
- Proven experience managing cross-functional teams
What We Do
Chubb is the world’s largest publicly traded property and casualty insurance company. With operations in 54 countries and territories, 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. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs 31,000 people worldwide. Additional information can be found at: chubb.com.
