Description

• Cultivate and maintain strong relationships with enrolled agents to drive quality submission growth.
• Educate agents on Chubb's Personal Risk Services (PRS) products and services.
• Identify opportunities to enhance agent engagement by leveraging the breadth of CISA products and facilitating referrals across other CISA divisions (e.g. Commercial, Farm & Ranch, Recreational Marine)
• Collaborate effectively with Business Development Managers and Chubb internal stakeholders, including personal lines underwriters, to achieve and exceed new business goals.

• Meet or exceed sales targets for assigned territory or division.
• Assess client needs and recommend appropriate insurance products solutions (e.g., auto, home, renters, personal excess, flood, recreational marine policies).
• Build and manage a pipeline of quote and cross-sell opportunities.
• Follow up on open quotes to ensure timely processing and conversion.
• Analyze account-specific information on new personal lines submissions and provide front-line underwriting recommendations.
• Prepare quotes and written proposals for enrolled agents, adhering to established standards, and work closely with agents to convert prospects into new business.
• Issue policies accurately and efficiently. Advise agents on post-issuance requirements and processes to ensure a seamless client experience.
  • Maintain detailed and accurate records of agent interactions, sales activities, and policy information in the agency management system (AMS).
  • Execute an efficient sales process that provides timely and thorough communication with agents, ensuring a high level of responsiveness and satisfaction.
  • Adhere to established workflows, compliance requirements, and quality standards to ensure consistency and regulatory compliance.
  • Recommend improvements to processes that enhance operational efficiency, productivity, and overall client satisfaction.

• Maintain detailed and accurate records of agent interactions, sales activities, and policy information in the agency management system (AMS).
  • Execute an efficient sales process that provides timely and thorough communication with agents, ensuring a high level of responsiveness and satisfaction.
  • Adhere to established workflows, compliance requirements, and quality standards to ensure consistency and regulatory compliance.
  • Recommend improvements to processes that enhance operational efficiency, productivity, and overall client satisfaction.