Agency and Client Management Assistant (EPIC)

JOB DESCRIPTION

Chubb Insurance Solutions Agency, CISA, is a Chubb-owned agency licensed in all 50 states.

CISA provides managed access to Chubb for agents who do not have a full appointment and also administers other innovative programs designed to efficiently obtain business through non-traditional distribution methods.

CISA distributes a wide variety of middle market products, including Property & Casualty, Management & Professional Liability, as well as Accident & Health.

CISA is one of Chubb's largest and fastest growing distributors.

The agency serves as a platform for innovative ideas in the areas of remote & digital marketing, alliance sales, and unique distribution challenges.

The Agency & Client Management (EPIC) Operations Assistant provides support to the Account Executives.

Key Responsibilities Include:


* Create customer profiles and process changes as needed


* Create broker profiles in the agency management system


* Process policy renewals, cancellations, and changes; issue notification letters


* Issue/track billing; attach necessary documents to files


* Ensure data accuracy; identify and update missing or incorrect information in agent or customer profiles

QUALIFICATIONS



* Experienced

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.