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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!
Job Summary 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.
Responsibilities
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
Competencies
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 “OneChubb.”
Skills
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.
Education and Experience
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).
ABOUT US Combined Insurance Company of America is a Chubb company and a leading provider of supplemental accident, health, disability, and life insurance products in North America. Headquartered in Chicago with satellite office in Columbia, SC, Combined celebrates over 100 years in business and is committed to making the world of supplemental insurance easy to access and understand.
OUR BENEFITS
Health insurance
Dental insurance
Tuition reimbursement
A company‑match 401(k) plan
Disability insurance
Life insurance
Employee referral bonuses
ABOUT CHUBB Chubb is a world leader in insurance with operations in 54 countries. It 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 worldwide.
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Job Summary 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.
Responsibilities
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
Competencies
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 “OneChubb.”
Skills
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.
Education and Experience
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).
ABOUT US Combined Insurance Company of America is a Chubb company and a leading provider of supplemental accident, health, disability, and life insurance products in North America. Headquartered in Chicago with satellite office in Columbia, SC, Combined celebrates over 100 years in business and is committed to making the world of supplemental insurance easy to access and understand.
OUR BENEFITS
Health insurance
Dental insurance
Tuition reimbursement
A company‑match 401(k) plan
Disability insurance
Life insurance
Employee referral bonuses
ABOUT CHUBB Chubb is a world leader in insurance with operations in 54 countries. It 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 worldwide.
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