Producer & Client Relations Technical Administrative Assistant

The Technical Assistant role is a critical support position within the Producer and Client Relations (PCR) team, providing administrative, operational, and marketing assistance to Regional Claim Executives (RCEs) supporting North America Claims. This role ensures seamless coordination across departments, maintains data integrity, and supports the team in delivering exceptional service to internal and external stakeholders. The role also leverages AI and analytics to provide insights into trends for clients and brokers, contributing to overall business improvement. Strong communication skills are essential to effectively collaborate across teams and present findings, making this role attractive to individuals new to the insurance industry.

Key Responsibilities :

Collaboration and Coordination :

Act as a liaison between the PCR team and other departments, including claims disciplines, marketing & communications, and regional / external partners.

Provide backup support for field administrative requests, such as adjuster information, file statuses, and other operational needs.

Interact with all departments within the Chubb organization as needed, including Underwriting, Claims, Marketing, and Communications.

Data Quality and Analytics :

Ensure accuracy in loss runs by working with Claims Operations and RMIS teams.

Contribute to improving data quality and accuracy through Agent & Broker claim analytics by utilizing internal and external data through research.

Leverage AI tools to provide insights into trends for clients and brokers, supporting overall business improvement.

Conduct regular meetings with Regional Claim Executives (Vice Presidents) to review general trends for calibration.

Software and Systems :

Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Visio).

Utilize proprietary claims systems and AI tools to support operational efficiency.

Knowledge of data visualization tools such as Qlik or Tableau is a plus.

SharePoint and Teams Management :

Support the organization and compliance of Teams and SharePoint sites, ensuring no duplication and maintaining site integrity.

Consolidate resources into a single platform and catalog materials associated with the PCR team.

Database Maintenance :

Redesign, maintain, and update account rosters, broker contact databases, and regional agency contact databases.

Special Handling Instructions and ClaimView :

Enter and update Special Handling Instructions (SHI) in the IMS system based on RVP instructions.

Complete and submit forms for ClaimView access activation for insured accounts.

Report Management :

Maintain and distribute reports integral to PCR metrics and service deliverables, including the RCE Playbook and survey analysis.

CAT Support :

Organize and maintain agency databases for broker and agency partners, ensuring data accuracy.

Assist in creating and distributing bulk CAT email templates and maintaining the CAT log.

Claim Stories and Policy Requests :

Assist in preparing claim success stories by gathering and organizing documentation from closed claims.

Submit formal policy search requests to Brandywine.

Onboarding and Customer Interaction :

Support onboarding of new PCR team members, including system access and technology setup.

Navigate and escalate customer inquiries to appropriate PCR team members or handle independently.

Marketing and Surveys :

Assist in creating talking points, presentations, and external communication templates.

Schedule, manage, and analyze surveys, sharing findings with relevant parties.

Data and Analytics :

Provide strategic support by delivering key data insights and communicating findings to the RVP team.

Miscellaneous Duties :

Perform other duties as assigned, ensuring alignment with team goals and objectives.

Minimum of 2+ years of claims experience preferred, with a focus on operational and administrative support. Proven experience in customer service, showcasing strong interpersonal skills and the ability to collaborate across teams. Familiarity with claims processes, including loss run accuracy, claim Clue removal, and payment issue resolution, is advantageous.

Communication Skills :

Strong written and oral communication skills for effective collaboration with internal and external stakeholders.

Ability to convey complex data insights clearly and engagingly, making this role ideal for individuals new to the insurance industry.

Technical Proficiency :

Advanced skills in Microsoft Office applications (Word, Excel, PowerPoint, Visio) for creating impactful presentations and managing data.

Knowledge of data visualization tools such as Qlik or Tableau is a plus, enabling the analysis and presentation of data insights.

Familiarity with proprietary claims systems and AI tools to provide insights into trends for clients and brokers, contributing to business improvement.

Other Skills :

Exceptional organizational and prioritization skills.

Strong analytical problem-solving, initiative, and adaptability to change.

Ability to embrace new challenges, making this role suitable for individuals eager to learn and grow in the insurance industry.

Education :

Preferred bachelor's degree in marketing, business, or a related field, providing a foundational understanding of business operations and communication.

The pay range for the role is $78,500 to $133,400. The specific offer will depend on an applicant’s skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program.

Chubb offers a comprehensive benefits package, more details on which can be found

on our careers website

The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

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.