A&H Product & Distribution Specialist

The A&H Product & Distribution Specialist is focused on coordinating with retail sales and underwriting to advance core initiatives and strategies for both new and renewal objectives. This role will own and drive specific distribution strategies and will establish best practices for advancing initiatives from concept to execution. 

Core Responsibilities

• 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

• Four year college degree
• Two to four years of sales/underwriting or agency/brokerage experience preferred
• Strong analytical and planning skills
• Strong verbal and written interpersonal communication skills
• Experience in building and maintaining relationships with internal stakeholders
• Demonstrated experience in project managing and multitasking 
• Ability to travel – 10%
• Ability to work both independently and cohesively in a team environment
• Results Oriented
• Proficiency in Microsoft Word, Excel and Power Point

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.