Description

JOB DESCRIPTION

Chubb's Personal Risk Services Operations division provides industry-leading service to clients, agents, and internal business partners. The Chubb Customer Center (CCC) comprises licensed account executives, and business development professionals directly manage the personal insurance needs of successful individuals and families on behalf of enrolled agency partners countrywide. The team plays a critical role in managing client risk exposure, business growth, client retention, service delivery, and high-quality account rounding execution.

Role Overview:

The Data Manager supports data-driven operations by executing tactical analytics, sourcing data, developing, and maintaining dashboards, streamlining reporting, and providing actionable insights for business improvement. This role is hands-on, focusing on data collection, sourcing, transformation, and presentation, as well as supporting ad-hoc requests and short-term projects. A key focus of the role is partnering with CCC leadership, Business Development, Sales & Distribution, , and Operations to measure operational and sales performance, e.g., evaluate campaign effectiveness, surface cross-sell/up-sell opportunities, and produce agency scorecards that inform strategy and execution. The position emphasizes tactical execution, collaboration, and the ability to translate business needs into actionable data solutions.

Core Responsibilities

• Source, integrate, and validate data from multiple systems (e.g., policy administration, telephony, AMS, marketing/campaign tools, analytics platforms, etc.) to create a complete and reliable view of operational and sales performance.
• Develop and maintain sales performance dashboards and reports that track key measures such as new business, premium growth, retention, close rates, pipeline conversion, and product mix by segment, channel, and partner.
• Design, produce, and continuously refine agency/partner scorecards that combine operational metrics (service levels, call handling, turnaround times) with sales and relationship metrics (production, retention, growth, cross-sell/up-sell penetration, quality indicators) to support performance management and strategic discussions.
• Analyze metrics to identify improvement opportunities and support business objectives.
• Coordinate with stakeholders to define, document, and regularly review required metrics, dashboards, and reporting formats.
• Streamline reporting processes to eliminate duplication, ensure clarity, and provide actionable insights for leaders and stakeholders.
• Use client, policy, and interaction data to identify white space and cross-sell/up-sell opportunities (e.g., coverage gaps, bundling, multi-product households) and translate these into actionable prospect lists or insights that can be executed on.
• Partner with key stakeholders to define campaign objectives and KPIs, measure campaign effectiveness, and deliver clear insights and recommendations for optimizing targeting, messaging, and channel strategy.
• Refine KPIs and develop advanced business reports, especially for the premier segment and campaign effectiveness tracking.
• Support performance and incentive planning by providing accurate, timely data and analytics on sales activity, agency performance, and campaign outcomes.
• Ensure data quality, consistency, and standardization; partner with technology and data teams to address data issues, define data standards, and improve data capture where needed.
• Support monthly performance reviews, including template development, data preparation, and scheduling.
• Manage multiple initiatives simultaneously, demonstrating strong management and prioritization skills.

Requisition #: 30534

6ahf9io63