Agency Initiatives and Enablement Analyst

at  Chubb

Combined Insurance, a Chubb Company, is seeking an Agency Initiatives and Enablement Analyst 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 Agency Initiative and Enablement Analyst will report to the Agency Development and Initiatives AVP and will support the department leading small to medium field-facing initiatives focused on sales tools and technology. At times, may also perform as an Analyst for large initiatives.

SKILLS

• Excellent written and verbal communication skills; strong problem-solving skills
• Proficient use of Microsoft Outlook, Word, Excel, PowerPoint
• Executive-level presentation skills / facilitation skills
• Detail-oriented, excellent planning and organization skills, strong project management skills, ability to manage multiple projects simultaneously
• Adept at establishing partnerships and building relationships
• Ability to think strategically and critically in developing practical solutions
• Expertise in assessment tools and methodologies for development work at the individual and team level (Preferred)
• Strong interpersonal skills: listening, confronting, challenging, straightforwardness, rapport, trust, warmth, compassion, humor (Preferred)
• Ability to communicate with a variety of levels within the organizationAble to confidently represent and influence an effective agent, leader, and customer experience in a sales environment to achieve the expected outcomes

EDUCATION AND EXPERIENCE

• Bachelor’s degree preferred or equivalent work experience
• Graduate degree, preferred
• 2+ years of initiative management experience, required
• Demonstrated experience managing full life cycle initiatives, from inception to implementation
• Project Management Professional (PMP), preferred
• Proficient in using MS Suite (MS Word, PowerPoint, Excel, Microsoft Project)
• Prior experience in a sales, sales support, or sales leadership role required, supplemental insurance, preferredBilingual English/Spanish, a plus

• Leads small to medium Agency initiatives comprised of independent cross-functional, cross-departmental teams and consultant team members assigned to the Agency initiative ensuring timely delivery of Agency initiative and all deliverables.
• Performs as an Analyst for large initiatives.
• Creates risk management plan to identify, analyze, monitor, and respond to risks associated with all Agency initiative to ensure ability to achieve expected outcomes, on time and on budget.
• Leads activities required to maintain and complete all Agency initiative documentation. Obtains appropriate level of approval for all Agency initiative documentation assigned to ensure appropriate understanding of expectations among stakeholders.
• Ensures timely and accurate completion of all team members’ assigned duties and responsibilities to meet executive leaderships’ expectations.
• Leads and/or participates in managing Agency initiative integration, scope, time, costs, and quality components.
• Communicates Agency initiative status to team and business owners throughout the duration of the assignment and post implementation to make certain all impacted stakeholders understand risks, issues and activities related to the Agency initiative.
• Communicates the status, risk and issues associated with each Agency initiative component to the team and leaders within the organization and leads the actions required (corrective or not) to ensure intended outcomes are achieved.
• Develops agency initiative cost estimates, budgets, and initiates cost control measures to endure Agency initiative budgets are met.
• Provides leadership, coaching, and guidance on a continuous basis to Agency initiative team members in the areas of initiative lifecycle, operating procedures, processes, and practices.
• If appropriate, coordinate vendor and staff efforts related to Agency initiative execution.
• Supports all stages in the life cycle of Agency initiatives, including the early stages of definition, CBA generation and initial approval by Governance Committees.Performs other related duties and activities as required.