Description

• Develop agency assessments and business plans with assigned independent agencies designed to grow new business from new clients as well as retention and cross selling of existing clients.
• Identify new clients through effective pipeline development, account pre-qualification and territory analysis/management, ultimately leading to closing deals.
• Responsible for new and existing client quote follow up and quote optimization with agents.
• Renewal retention management by demonstrating the ability to position rate and exposure changes with value-based selling techniques,
• Cross-sell and upselling of existing clients via account rounding initiatives.
• Provide support to assigned agencies including:
  • Agency training to understand Chubb's products, services and competitive advantages.
  • Product and service enhancements and rate changes.
• Address and respond to agency inquiries specific to billing, policy services, systems, BORs, commissions, claims, agency coding/licensing and the like.
• Coordinate home office initiatives and marketing campaigns that are new and renewal customer oriented, including attendance at associated events.
• Book management including analysis of results to identify agency specific and territory trends.
• Develop and maintain trusted agency relationships primarily through phone interaction.
• Participate in internal meetings and report on results as appropriate.
• Work with agents and underwriting on new clients, retention and cross selling.
• Collaborate and interact with Sales, Underwriting, Risk Consulting, Product, Claims and Branch Administration.