CISA Personal Lines Account Executive
Chubb, Whitehouse Station, New Jersey, United States, 08889
Relationship Management
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. Sales and Underwriting:
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. Operational Excellence:
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. Qualifications
Bachelor's degree preferred or equivalent work experience. Active property and casualty insurance license required (or ability to obtain within a specified timeframe). Demonstrated consultative sales approach. Strong communication, organizational, and time management skills. Knowledge of Personal Lines insurance and underwriting processes The pay range for the role is $65,000 to $70,000. 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 at https://careers.chubb.com/global/en/north-america. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled. About Us
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. Job Info
Job Identification 29728 Job Schedule Full time Regular or Temporary Regular Job Category Client and Account Management Business Unit United States Legal Employer Chubb Ins. Solutions Agency Corp
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. Sales and Underwriting:
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. Operational Excellence:
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. Qualifications
Bachelor's degree preferred or equivalent work experience. Active property and casualty insurance license required (or ability to obtain within a specified timeframe). Demonstrated consultative sales approach. Strong communication, organizational, and time management skills. Knowledge of Personal Lines insurance and underwriting processes The pay range for the role is $65,000 to $70,000. 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 at https://careers.chubb.com/global/en/north-america. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled. About Us
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. Job Info
Job Identification 29728 Job Schedule Full time Regular or Temporary Regular Job Category Client and Account Management Business Unit United States Legal Employer Chubb Ins. Solutions Agency Corp