CISA Personal Lines Account Executive

JOB DESCRIPTION

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

Qualifications:


* Bachelor's

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...