Client Specialist

Combined Insurance, a Chubb Company – Client Specialist

Combined Insurance, a Chubb Company, is seeking a Client Specialist to join our fast‑paced, high‑energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard‑working, talented professionals!

The CWB (Chubb Workplace Benefits) Client Specialist will serve as a primary service contact and resource in the over‑500‑life market segment. This role will interact closely with the CWB sales organization, broker partners, and various internal and external business partners. The Client Specialist serves as a true subject‑matter expert for CWB processes, products, and internal roles. This position must partner effectively with the Account Manager, the Account Executive, the Business Development Manager, and all key broker partners.

This role requires attention to detail and demonstrated organization in order to manage complex, multifaceted service issues for our largest customers.

• Primarily supports Book of Business 500 lives and greater
• True subject‑matter expertise on all Chubb processes and products
• Assists the Account Management and Account Executive team by providing daily client‑facing support
• Organizes and resolves complex, large‑case service issues involving high‑profile customer and broker relationships
• Primary contact for complex service issues and day‑to‑day inquiries
• Serves as the liaison between external client and broker partners and internal home office colleagues
• Together with Account Manager and Account Executive, develops proactive account activities, identifies opportunities for growth, and executes the plan
• Handles customer education on Chubb tools, administrative services and administrative guidelines; provides support with plan changes, BOR changes, acquisitions, and other policy‑level activity
• Partners across the Chubb Workplace Benefits Organization to drive resolution to complex service issues
• Promotes Chubb's products and services
• Attends and participates in all mandatory training, meetings, etc.
• Approaches role with a continuous improvement mindset, identifying and implementing organizational process solutions

• Problem Solving
  :
  Takes an organized and logical approach to thinking through problems and complex issues; simplifies complexity, finds root causes, and develops insight.
• Continuous Learning
  :
  Demonstrates a desire to expand expertise, develop new skills and grow professionally; takes ownership of learning opportunities.
• Initiative
  :
  Willingly does more than required; meets objectives with minimal supervision; is self‑motivated and seeks to make a difference.
• Adaptability
  :
  Redirects personal efforts when circumstances change; prioritizes competing demands and navigates uncertainty.
• Results Orientation
  :
  Executes plans, drives for results, takes accountability for outcomes, and capitalizes on opportunities.
• Values Orientation
  :
  Upholds and models Chubb values; acts ethically, collaborates across the company, and thinks “One Chubb.”

• Excellent interpersonal and communication skills, confident presence, diplomatic and flexible; listens well; patient and persistent; supportive approach.
• Ability to structure and manage work across multiple functions and locations.
• Ability to influence and build consultative, trust‑based relationships.
• Ability to work independently and make effective decisions consistent with divisional objectives; handles conflict with minimal oversight.
• Ability to research and solve problems with moderate supervision.
• Ability to understand client account economics, including product designs, rates and pricing.
• Ability to multi‑task in a fast‑paced environment.

• 4‑year college degree or equivalency strongly preferred; equivalent work experience may substitute.
• Experience with voluntary benefit lifecycle; 3 years of group benefits insurance industry experience preferred.
• At least 3 years directly managing a book of business preferred.
• At least 3 years direct customer‑facing experience with brokers and employers preferred.
• Proficient in MS Office (Outlook, Word, Excel, PowerPoint).

Combined…