CGRA Operations Analyst (Finance)

JOB DESCRIPTION

SALES ENABLEMENT SPECIALIST

The Sales Enablement Specialist plays a significant role in helping to overcome challenges and better our overall Sales and Client Service strategy and execution.

The Sales Enablement Specialist will be responsible for partnering with the Chubb Risk Consulting Sales and Client Services team to better project execution, efficiency, and financial results. While the emphasis of the role is internally focused, the Sales Enablement Specialist may be tasked to facilitate some client-facing activities.

The objective is to help Chubb Risk Consulting meet client retention goals, ensure a consistent high level of client satisfaction, and partner with Sales & Client Services to improve the overall client experience.

DUTIES AND RESPONSIBILITIES

Program Management & Oversight

• Participates as an active member of the Client Experience team for multiple accounts; this role is not an Account or Project Management role, rather an integral part of ensuring execution of specific tasks across the entire Chubb Risk Consulting portfolio.
• Works closely with the Sales & Client Service team to help facilitate the planning, execution, and tracking of assigned in-scope tasks.
  • In-scope tasks may vary by account and will be identified and approved by the Chubb Risk Consulting Leadership Team.[1]
  • In-scope tasks are defined as those supporting a high-volume, recurring service line where the scope, level of effort, fee, and resource(s) are pre-defined.
  • Current in-scope tasks include, but are not limited to: creation of internal project numbers within the Deltek Vantagepoint system (cloning pre-defined projects), scheduling of per-occurrence services with pre-approved resources (e.g., virtual ergonomic assessments, laboratory inspections), maintenance of client interfacing software platforms (e.g., ErgMaps, eQEC, Brady), procuring subcontractor quotes for client-defined scopes of work, follow up on client deliverables, preparation of client KPI reports, etc.
• Facilitates planning and communication (cross-functional team engagement) inclusive of account managers, consultants, internal and external (client) stakeholders, and subcontractors.
• Executes activities in support of the client experience; on time and within budget.
  • Pre-project planning inclusive of scheduling/coordination and stakeholder engagement.
  • Regular internal communication (project status updates)
  • Subcontractor(s) oversight
  • Change management (client driven requests)
  • Internal project accounting and reporting

Sales Enablement

• Creates, updates, and maintains a comprehensive library of sales enablement materials and tools, including playbooks, training guides, product information sheets, and case studies.
• Implements and manage tools and platforms, ensuring sales teams are trained on their use and maximizing their effectiveness.
• Partners with Sales & Client Services to complete vendor qualification and onboarding.
• Create and maintain Salesforce reports, dashboards, and workflows to track and measure key sales metrics and implement sales enablement strategies.
• Provides oversight of third-party risk management and vendor portals (e.g., Avetta, ISNetworld).
• In partnership with the Vice President, Operations, facilitates and maintains relationships with our subcontractor network inclusive of contracting, negotiation, and buying.
• Create and schedule social media posts and similar, ensuring content is relevant, engaging, and aligned with sales objectives.
• Coordinates and participates in activities to enhance presence, commitment, and capabilities in the local, regional, national and international marketplace.

KEY METRICS:

• Program Management Objectives:
  • Ensure conformance of assigned tasks with project-specific service-level agreements (SLAs); examples may include timely completion/distribution of client-deliverables, subcontractor follow-up, distribution of client KPI reports, adherence to all project budgets, etc.
  • Facilitate a minimum of one business process efficiency review annually with the goal of implementing/executing upon an internal process improvement plan.
• Sales Enablement Objectives:
  • Maintenance of subcontractor network in compliance with Chubb third party risk management requirements (e.g., timely contract renewals, completion of internal requirements)
  • Timely identification and onboarding of new subcontractors, as need, based on strategic sourcing objectives.
  • Source multiple competitive bids from qualified subcontractors within defined parameters.
  • Completion of all assigned tasks within specified deadlines
• Maintain billable utilization of 65%.

[1] Tasks will be identified and approved the Vice President, Operations in alignment with the Sales Leadership Team. Tasks will not be inclusive of any activities related to project scoping or pricing.

QUALIFICATIONS

The
ESIS,
Chubb

ABOUT US

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.

At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.