Description

• Account/Broker Management (Execution Priorities)
  • A&H Key Broker Management
    • Ongoing management of key broker stewardship meetings.
      • Maintain roster of A&H Key Brokers
      • Establish/Confirm & Coordinate A&H team per broker
      • Create uniform dashboard of metrics to measure success/opportunity for improvement
      • Create external stewardship cadence along with internal meeting cadence
  • P&C Broker Owner Partnership
    • Establish uniform process of profiling brokers and identifying A&H opportunity
    • Manage flow of information and execution steps with respective Field Operations colleagues in conjunction with Retail Sales Leadership
    • Conducting inside sales discussions regarding product offerings and distribution strategies with CISA brokers, including the development of an annual plan to expand market footprint.
• Retail Sales & Distribution Execution (Execution Priorities)
  • Under direction of Growth Office, carry out execution items for defined Retail Sales Initiatives (examples below).
    • Manage target inventory and progression for Multinational New Submission routing
    • Establish proactive Large CI targeting process with data analytics to auto-target and upload for sales team
    • Create uniform process of industry specific targeting to enhance engagement
    • Manage coordination with MA Data Analytics to mine in-force business to create Level 3 targets
    • Collaborate with Business Development Managers on financial reporting and up to date Chubb details that will assist them in their business/broker discussions
• Data Reporting & Analytics (Execution Priorities)
  • Collaborate with Underwriting and Sales to continue to enhance our data reporting capabilities particularly around KPIs and new business strategies
  • Maintain Pipelining and Weekly Submission reporting
  • Quarter Close Deck Preparation
  • Manage Strategy and Sales Dashboarding
    • Target Progression Reporting
    • Sales Strategy Tracking
    • CI Submission Activity Dashboard
    • Activity Logs
  • Ongoing Tracker, Vision and Qlik improvements (in coordination with Finance Data *
  • Utilize cross sell tools and leverage data analytics for prospecting and effective cross selling opportunities
• Tool Implementation:
  • Implement sales enablement/reporting that provide content management and analytics
  • Create/Organize reporting to assist with overall review per product
  • Act as A&H Subject Matter expert and Training new team members on A&H weekly report, status updates