VP, Global Client Executive, Western Region

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. 

Key Objective:

The role of the Global Client Executive (GCE) is to create a sustainable Chubb-Client relationship, resulting in strong account retention and business growth opportunities. To manage and grow our Major Account segment by aligning internal resources to provide exceptional overall service to Chubb key clients and brokers in the western region of Canada. This is accomplished through enhanced interaction with risk managers and their brokers, effective client service performance, a formal stewardship and account planning process, actively engaging Chubb internal leadership, and knowing the Chubb business plan and expectations.  Global Client Executives require an attitude of service and accountability and always working to improve each client's interaction and experience with Chubb.

Major Responsibilities:

• Client Plan: Meet with each assigned client and broker to discuss current Chubb relationship and client's Risk Management Goals. The client plan should be reviewed and updated annually. The Client Plan will provide insight to share with internal client team on current relationship and potential expansion opportunities. 
• Stewardship: Lead the Stewardship process for clients, brokers and the entire Chubb account team.  Work closely with each client to customize the stewardship meeting/process to fit their needs and goals. Stewardship meetings should be held annually with each client and/or period account/stewardship updates should occur throughout the year. 
• Client Roster: A comprehensive list of each client's expanded Chubb team. Include UW/UW Managers, Claims, ESIS, Regional Management and Chubb Global Services. Each account roster list is shared internally as well as externally with clients.
• Institutionalize Relationship: Provide all assigned clients with access to Chubb senior management and Chubb product line leadership while promoting the Chubb brand identity and recognition within the global insurance market.
• Drive Chubb Business Plan: Understand each product line and regional business plans and translate into action for assigned clients. This includes all existing business as well a targeted lines to ensure the entire relationship is considered in the decision-making process.
• Drive Overall Client Satisfaction: Manage overall service delivery and assigned tasks for each client to ensure we are meeting their expectations and creating loyalty. Demonstrate appropriate levels of accountability and authority when carrying out tasks and elevate necessary issues to senior management.
• Client Specific P&L Statements: Maintain and update annually client-specific Profit & Loss exhibits to fully understand the historical and current relationship, share with Chubb senior management as needed in assisting with key account-level decisions.
• Identify and foster key broker relationships in order to access the key decision makers for Major Accounts. 
• Strategic Market Visibility: Consistent and frequent contact with our brokers and clients

Additional Tactical Details:

• Account Retention – GCE accounts should average 2 to 3 points above Chubb Major Account's average (95%). Retention is measured by GWP and policy count (e.g. line of business). Manage distribution partners to ensure alignment with this metric and in support of product line underwriting profitability.
• Manager Disruptions – Identify GCE succession plans for each account
• Showcase Chubb Differentiators – include in client plan how you will utilize Chubb differentiators (Worldview, Predictive Modeling/4D, Claims)
• C-Suite Visibility – To help institutionalize the relationship, ensure Chubb has recognition in the client C-suite. Facilitate connections between Chubb and Client Senior Management 
• Enhance GCE Communication – develop, maintain and disseminate client information regularly to all Chubb team members to enhance communication and educate team members on relationship and client activity. This will include: client plans, stewardship reports and follow-up, account roster, as well as all open and pending items/tasks. 
• COG/GCE coordination – GCE's utilize Chubb Overseas General counterparts where possible to assist in multinational clients (enhance Chubb presence with client, increases efficiency, reduces travel)
• New Business / Chubb Account Enhancement – Through marketplace awareness, personal and distribution relationships, and as assigned by regional management, identify and develop new global clients with the desire to expand the Chubb relationship.