Sales Enablement Administrator (Finance)

JOB DESCRIPTION

Responsibilities:

• Executive Administrative Support:
  • Provide administrative support to executives including Dan, Tom, Bonnie, Denise, Joe, and Megan.
  • Coordinate meetings, including agendas, locations, and building access.
  • Manage and process expense reports in compliance with company guidelines.
  • Arrange travel and itineraries for meetings.
  • Act as a backup to Doris, supporting Lauren and Eric.
• Onboarding and Training:
  • Serve as a liaison for onboarding and training new hires.
  • Facilitate ordering of materials, system access and onboarding schedule to support new hires from Day 1
  • Schedule training sessions and agendas for new hires and training leads.
  • Coordinate offboarding in collaboration with hiring managers.
• National Broker Management:
  • Maintain and update the national and regional broker contact database, including local, regional, and vertical leaders responsible for placing A&H.
  • Facilitate and schedule national broker meetings with brokers and broker owners
• Regional Production Meetings:
  • Develop meeting agendas and presentations, coordinate follow up
  • Collaborate with Chris (or Hiren) to gather applicable reports and ensure feedback is current.
• Sales Facilitation:
  • Compile and distribute Chubb branch report cards.
  • Manage and maintain national broker data, ensuring timely distribution to National Broker Owners.
  • Lead special projects, facilitating reports, scheduling meetings, and tracking results for initiatives within Chubb industry practices or divisions.
• ISOS Mailbox/Chubb Contact:
  • Monitor the centralized mailbox for requests, validate in-force coverage, and direct inquiries to the appropriate underwriting contact.
  • Schedule and manage quarterly ISOS discussions and organize agendas with COG and A&H.
• Development of A&H PAR meetings
  • Work in coordination with sales, marketing, and UW to develop A&H Producer Advisory Meetings to be held in 2026.
  • Agenda/speaker coordination and broker point person for meeting

QUALIFICATIONS

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.