Account Services Coordinator

Account Service Coordinator

Chubb Global Services – North America manages the delivery of Chubb products and services to global customers for sophisticated risk management programs through the Chubb Global Network.

Under limited supervision, work within the Account Management Service team to perform a variety of responsibilities and tasks required as part of a Chubb Controlled Master Program.

Responsibilities include :

Issue new and amended Clinical Trials certificates for existing policies for Tier 1 countries :

• Create draft certificate with existing templates in SharePoint
• Create certificate record in MAX and close task
• Send certificate to requestor
• Create draft certificate with existing templates in SharePoint
• Create certificate record in MAX and send draft to office
• Monitor MAX and follow up as required for completed certificate
• Send certificate to requestor
• Export CT data spreadsheet from MAX
• QC and edit as required for expired or amended trials to reflect bound program
• Upon program binding create draft certificates via Generator
• QC and edit draft certificates as appropriate prior to issuance
• Process via MAX (uploading s / s for Tier 1 and close tasks; send Tier 2 to office for issuance – see above)
• Upload draft certificates to SharePoint
• Send certificate(s) to requestor
• Issue new and amended Clinical Trials certificates for existing policies for Tier 2 countries
• Manage renewal certificates via Generator for large volume programs (currently 20 out of 23)
• Maintenance of Certificate Templates – SharePoint Site, Generator and internal notifications (under direction of ASM)
• Excellent organizational skills and ability to handle multiple priorities
• College degree in Accounting or Finance or comparable business experience
• Strong analytical skills, attention to detail, and proficiency in reconciliation work
• Intermediate / Advanced knowledge of Excel, Word, and Access
• Excellent written and oral communication skills
• Ability to quickly establish strong working relationships and instill confidence with external customers, team members and all levels of management
• Able to work effectively in a team environment
• Ability to operate with a minimum of structure and capable of working / participating in an environment which is constantly changing
• High commitment to quality. Willing to take responsibility for assigned accounts and the processes which support the success of that account
• Ability to work under pressure and within established departmental standards and timetables

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.