Chubb · 1 month ago
Strategic Account Executive
Combined Insurance, A Chubb company, is seeking a Strategic Account Executive to join their fast-paced, high energy, growing company. The role focuses on managing broker and client relationships while delivering exceptional sales support and client experiences, ensuring both sales growth and client retention.
Commercial InsuranceFinancial ServicesHealth InsuranceInsuranceMortgageRisk Management
Responsibilities
Serve as the primary point of contact and subject matter expert for brokers and clients, ensuring effective communication and prompt resolution of inquiries, issues, and concerns
Build and maintain strong, positive relationships with brokers and clients, establishing trust and acting as a reliable resource for their needs
Develop and execute comprehensive, customized client relationship plans to satisfy service needs, achieve business and profitability objectives and drive account retention to support revenue growth
Collaborate with internal support teams to address and resolve broker and client inquiries, and provide guidance on navigating systems, processes, and resources for smooth operations
Proactively communicate important updates, changes, and industry trends to brokers and clients to keep them informed and support decision-making
Conduct regular meetings and check-ins with brokers and clients to gather feedback, address concerns, and strengthen relationships
Coordinate stewardship meetings, reporting, and training for brokers, clients, and key partners to ensure service needs are met and business objectives achieved
Act as a liaison among brokers, clients, and internal supporting functions to identify challenges, collaborate on process improvements, implement best practices, and bridge relationships where resolution is needed
Monitor performance metrics and analyze data to identify areas for improvement, growth opportunities, ensure compliance with industry regulations, and provide actionable insights to drive business decisions
Partner closely with program manager to effectively identify and monitor risks associated with business practices preventing the submission of quality production
Perform other duties as required to support strategic business objectives
Qualification
Required
Proactive relationship management
Strong problem-solving abilities
Focus on sales growth and client retention
Ability to build and maintain strong, positive relationships with brokers and clients
Experience in developing and executing comprehensive, customized client relationship plans
Ability to collaborate with internal support teams
Effective communication skills
Experience in conducting regular meetings and check-ins with brokers and clients
Ability to coordinate stewardship meetings, reporting, and training for brokers, clients, and key partners
Experience in monitoring performance metrics and analyzing data
Ability to partner closely with program manager to identify and monitor risks
Willingness to perform other duties as required to support strategic business objectives
Company
Chubb
Chubb is a mortgage firm that offers risk management, property, health, personal, business, health, home, and life insurance.
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey Investors
Berkshire Hathaway
2025-08-04Post Ipo Debt· $1.25B
2024-07-29Post Ipo Debt· $1.3B
2024-05-15Post Ipo Equity· $6.7B
Leadership Team
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-08
2025-12-30
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