Relationship Manager

4 weeks ago

Perth, Australia CHUBB Full time

Chubb is a world leader in insurance. With operations in 54 countries and territories, 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. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs approximately 40,000 people worldwide. Additional information can be found at: .

Chubb celebrates diversity by fostering an inclusive, flexible and equitable workplace. We support applications from all members of our community and equitable access to our employment opportunities. We are open to discussing workplace flexibility in all our vacancies, to ensure we can attract the best candidates and accommodate individual needs, differences, disabilities and working arrangements. Please let us know if you require any adjustments to the recruitment process so we can support you to present your best self.

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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