PRS Sr. Agency Relationship Manager (Finance)

JOB DESCRIPTION

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 Description

Chubb Personal Risk Services is seeking an Agency Relationship Manager (ARM) for our Schaumburg and Chicago branches. The ARM position will entail a combination of regular in-person meetings and remote engagement with their assigned independent agents and brokers. The territory will include Northern Illinois with a requirement for the candidate to live within the Chicagoland Area.

The ARM will be primarily responsible for agency relationship management and renewal client management. The ARM will manage agents in partnership with an Agency Sales Manager (ASM) who is responsible for new client acquisition. The ARM and the ASM are both responsible for Written Premium Growth, with the ARM assigned to existing client cross selling and the ASM assigned to new client acquisition for the same group of independent agents and brokers.

The ARM will report directly to the VP, Personal Lines Manager, Illinois Branches.

Key Responsibilities:

• Develop agency assessments and business plans with assigned independent agents designed around retention and cross selling of existing clients
• Renewal retention management by demonstrating the ability to position rate and exposure changes with value-based selling techniques
• Responsible for Premier account segment renewal table set best practices
• Cross-sell and upselling of existing clients via account rounding initiatives
• Responsible for existing customer quote follow up and quote optimization with agents
• Provide support to assigned agencies on relationship management and sales development matters. This includes:
  • Agency training to understand Chubb's products, services and competitive advantages
  • Product and service enhancements and rate changes
  • Marketing events, campaigns and corporate directives that are designed for existing customers
• Coordinate response 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 renewal customer oriented, including attendance at associated events
• Plan and deliver sales, service, system and continuing education training via webinar or in-person
• Implement risk management initiatives such as water shut device installation lists
• Adhere to a disciplined sales process to ensure consistent execution of best practices, including Salesforce documentation
• Book management including analysis of results to identify agency specific and territory trends
• Develop and maintain trusted agency relationships primarily through phone interaction and in-person engagement
• Participate in internal meetings and report on results as appropriate
• Work with agents and underwriting on retention and cross selling
• Collaborate and interact with Sales, Underwriting, Risk Consulting, Product, Claims and Branch Administration

QUALIFICATIONS

• Proven

  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.