Client and Portability Solutions Specialist
Company: Chubb
Location: Chicago
Posted on: April 1, 2026
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Job Description:
Description JOB SUMMARY The Client & Portability Solutions
Specialist is responsible for the timely and accurate entry and
maintenance of Group Case information, Master Policy and
Certificate fulfillment, and Portability & Conversion
communications. The Specialist processes portability and conversion
requests in accordance with certificate provisions and supports the
CAPS team in delivering high-quality service and compliance. The
Specialist coordinates with internal and external partners to
ensure regulatory guidelines and processes are followed and assists
the Client & Portability Solutions Consultant with process
documentation, tools, templates, training, reporting, and project
work, including user acceptance testing for new products and system
enhancements. RESPONSIBILITIES Accurately process and maintain
Group Case set-up, amendments, and Master Policy fulfillment,
ensuring all documentation and data entry meet regulatory and
contractual requirements. Execute timely and accurate processing of
portability and conversion requests, including eligibility review,
document preparation, and final delivery. Coordinate with internal
teams (compliance, legal, product, technology) to support the
establishment and maintenance of portability and conversion
structures and processes. Develop and maintain termination file
specifications and SFTP set-up coordination with technology
partners for managed portability services. Analyze and manage the
continuation notification letter process, including eligibility
review, file formatting, and mail merge letter creation for
accurate external communication. Fulfill contractual obligations
for required external communications on behalf of clients. Deliver
exceptional customer service by addressing portability, conversion,
group set-up, and amendment inquiries from internal and external
partners. Accountable for reporting and administration of all
portability and conversion requests from inquiry through
completion, including final document delivery. Establish and build
cohesive partnerships with internal and external customers to
support CAPS team objectives. Assist the Client & Portability
Solutions Consultant in developing and maintaining standard
operating procedures, communication, and education materials for
the CAPS team and partners. Participate in projects related to
group set-up, amendments, portability, and conversion, including
requirements gathering, user acceptance testing, and production
support. Support continuous improvement by identifying process
enhancements and sharing best practices with the CAPS team.
COMPETENCIES Relationship-Builder – Builds strong working
relationships and a positive work environment; maintains an
exceptional client service mindset. Problem Solving – Takes an
organized and logical approach to complex issues; develops insights
and solutions. Continuous Learning – Demonstrates a desire to
expand expertise, develop new skills, and grow professionally.
Initiative – Proactively meets objectives and goes the extra mile
with minimal supervision. Adaptability – Effectively prioritizes
and redirects efforts in response to changing circumstances.
Results Orientation – Drives for outcomes and takes accountability
for results. Values Orientation – Models Chubb values; acts
ethically and fosters collaboration. Detail Oriented – Maintains
exceptional attention to detail and accuracy in all deliverables.
Creativity – Develops alternative solutions when traditional
methods are not successful. SKILLS Demonstrated analytical skills
and knowledge base to consult with customers on insurance products.
Excellent interpersonal and communication skills, both verbal and
written; strong team player, diplomatic, and flexible. Ability to
work independently and make sound decisions consistent with
divisional objectives. Ability to prioritize and manage customer
expectations among competing priorities. Advanced Excel experience
is preferred. EDUCATION AND EXPERIENCE Minimum of three years of
insurance industry knowledge and experience in implementation,
account management, or project management is required.
Voluntary/Worksite marketplace experience preferred. Minimum of
three years of experience successfully managing projects and/or
stakeholders with and without direct authority strongly preferred.
Bachelor’s degree or equivalent experience required.
Keywords: Chubb, Lombard , Client and Portability Solutions Specialist, IT / Software / Systems , Chicago, Illinois
