DescriptionChubb Personal Risk Services offers an array of property and casualty insurance products for individuals and families with fine homes and possessions. Our clients include many of the most affluent families in the world executives business owners and top collectors of art jewelry wine and automobiles.
Chubb Personal Risk Services is seeking a Personal Lines Manager for the Tulsa branch.
The Personal Lines Manager will be an integral part of a team with responsibility for profit growth retention and expansion of Chubbs personal insurance portfolio in the Tulsa branch. The manager accomplishes these goals through effective agency management developing and leveraging strong agency relationships and effectively positioning Chubb as the High Net Worth carrier of choice. The manager is also expected to cultivate prospects and work with agents and internal constituents to shepherd them through the sales process. The manager will have the opportunity to work with worldclass agents and develop a territory with large High Net Worth personal lines accounts.
This position will be based in the Tulsa or Oklahoma City area and manages agency relationships across the state of Oklahoma and Arkansas. The Personal Lines Manager will report directly to the SVP Regional Sales Leader for the Pacific and Southwest Region.
*The title and job grade for this position will be determined by the candidates experience.
Responsibilities of the Personal Lines Manager include:
- Growth and stewardship of a $58M book of High Net Worth business managing relationships with existing & newly appointed agency partners
- Ownership of sales processes including positioning large account management and production customer visitation prospecting and pipeline management and lead source development
- Accountability for building meaningful relationships through frequent agency travel superior service and producer education
- Marketing including successfully deploying new products and services monitoring of competitor activities and marketplace trends and adding value to agents sales processes
- Producer management including analysis of agency performance and executing business plans to maximize results in support of Chubbs goals and strategies
- Finding and developing center of influence relationships; connecting agency partners to these lead sources for new client acquisition
- Collaboration with Underwriting Risk Consulting Claims Branch Administration and all Commercial Lines departments
QualificationsRequirements:
- 5 years personal lines marketing underwriting or sales experience
- Solid technical knowledge; including policy forms and regulatory environment
- A proven track record of successful sales and negotiating wins
- Excellent marketing skills including results analysis and customer service
- Exceptional oral and written communication ability as well as effective presentation skills
- Demonstrated knowledge of agency management and effective business planning
- The ability to work autonomously and effectively manage multiple priorities
Competencies:
- Results Orientation: Proven track record of sustained high sales performance and achievement with an ability to drive results and innovate in a fast paced environment by:
- Recognizing and capitalizing on opportunities
- Distinguishing what results are important with a focus on achieving highpayoff activities and goals
- Challenging self and others to do better without minimizing accomplishments
- Identifying critical success factors to accomplish desired results and develop plans to achieve them
- Ensuring goals and objectives are measurable and focus on goals not activities
- Continually looking for ways to change and improve processes to create improved business results
- Adaptability: Agile learner who can quickly absorb information and apply it to current business situations by:
- Responding well to change
- Handling multiple demands/priorities
- Adapting to best fit with situation at hand
- Handling conflict effectively
- Developing new skills quickly
- Accepting new responsibilities willingly
- Sales Acumen: Leverage market business and technical knowledge and insights by:
- Possessing a big picture perspective and detailed operational understanding of own area of responsibility
- Employing a disciplined sales process to ensure consistent of best practices (agency assessments drive pipeline management business plans set goals and drive of tactics effective agency travel advances new business activities/results etc.
- Effective utilization of Salesforce to view dashboard information review open opportunities and add updates run agency financial reports and summarize agency travel
- Intrinsic curiosity paired with effective questioning and active listening skills
Required Experience:
Exec