Relationship Manager

5 days ago

Greater Adelaide SA, Australia Chubb Full time

**Your Role**:
This role forms a critical part of Chubb Australia’s SME and Middle Market segment. You will be a ‘go-to’ person at Chubb, with responsibility for the development and execution of relevant distribution strategies.

The Relationship Manager is responsible for generating new business and meeting production targets; by servicing an allocated panel of brokers, utilising internal reports and adhering to a visitation schedule; across Chubb’s Middle Market, Small Commercial and Personal Lines product suite.

**Your Responsibilities**:

- Achieve allocated Sales Targets and KPI’s for all product lines
- Manage existing producer relationships through active communication
- Facilitate training sessions and presentations to brokers on underwriting appetite and understanding Chubb systems and platforms
- Be a leader in the use of Microsoft Dynamics by logging broker visitations, managing and updating your pipeline and to provide detailed analysis and reporting to your broker panel
- Manage internal stakeholder expectations in line with campaign or broker targeted direction. Directions will be defined and communicated by the relevant Product leader
- Coordinate Whole-of-Account opportunities, working closely with Underwriters to convert these opportunities
- Be across and have an in-depth understanding of the Distribution Strategy, including strategies for Cluster Groups, Distribution segments and individual brokers
- Develop and execute broker Key Account Plans
- Commercially aware, with a clear customer focus
- Excellent planning, project management and communication skills
- Exercise initiative and act proactively to drive and manage a range of distribution initiatives
- A self-starter, capable of working in a team or independently
- Able to travel to metropolitan and regional areas for broker engagements, Professional Development days and broker conferences, as required
- At least five years’ experience across a broad range of Insurance products and services and/or marketing and communications, ideally in financial and professional services

We offer you the opportunity to work as part of a dynamic and agile environment where continuous development is encouraged throughout your career, both locally and globally. We also offer a flexible working approach via our “My One Thing” initiative, education assistance, dress for your day every Friday, promotion of health and wellbeing (including discounted health insurance, daily breakfast and fresh fruit), and the option to enrol into the Chubb Limited discounted stock purchasing scheme.

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