Sr. Agency Relationship Manager
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
Sr. Agency Relationship Manager (ARM) Dallas Texas
Position Overview:
Chubb Personal Risk Services is seeking an Agency Relationship Manager (ARM) to support our Dallas Texas branch. This role combines regular in-person meetings with remote engagement managing relationships with assigned independent agents and brokers throughout Texas. The ideal candidate will be based in Dallas Texas.
The ARM is primarily responsible for agency relationship management and renewal client management. Working in partnership with an Agency Sales Manager (ASM) who focuses on new client acquisition both the ARM and ASM are accountable for Written Premium Growth within their shared group of independent agents and brokers. The ARM will focus on cross-selling to existing clients while the ASM drives new business. The ARM reports directly to the VP Personal Lines Manager in Dallas Texas.
Key Responsibilities:
- Develop agency assessments and business plans with assigned independent agents emphasizing retention and cross-selling of existing clients.
- Manage renewal retention by effectively communicating rate and exposure changes using value-based selling techniques.
- Implement best practices for premier account segment renewal management.
- Drive cross-sell and upsell initiatives for existing clients through account rounding.
- Follow up on existing customer quotes and optimize quoting processes with agents.
- Support assigned agencies on relationship management and sales development including:
- Delivering agency training on Chubbs products services and competitive advantages.
- Communicating product and service enhancements and rate changes.
- Coordinating marketing events campaigns and corporate directives for existing customers.
- Respond to agency inquiries regarding billing policy services systems BORs commissions claims agency coding/licensing and related topics.
- Coordinate home office initiatives and marketing campaigns focused on renewal customers including event participation.
- Plan and deliver sales service system and continuing education training via webinar or in-person sessions.
- Implement risk management initiatives such as water shut-off device installation lists.
- Adhere to a disciplined sales process to ensure consistent execution of best practices including Salesforce documentation.
- Manage the book of business analyzing results to identify agency-specific and territory trends.
- Develop and maintain trusted agency relationships through both phone and in-person engagement.
- Participate in internal meetings and provide results reporting as appropriate.
- Collaborate with agents and underwriting on retention and cross-selling strategies.
- Work closely with Sales Underwriting Risk Consulting Product Claims and Branch Administration teams.
Qualifications
Key Requirements:
- Demonstrated history of consistently high sales performance with the ability to drive results and innovate in a fast-paced environment.
- Strong skills in producer management relationship development and documentation supported by a foundation in High Net Worth underwriting or sales.
- Proven ability to proactively identify challenges and opportunities generate alternatives and implement effective solutions.
- Agile learner who quickly absorbs new information and applies it to evolving business situations.
- Naturally curious with effective questioning techniques and active listening skills.
- Excellent organizational negotiation and value-based selling abilities.
- Solid technical knowledge of policy forms market landscape and competitive environment.
- Outstanding oral and written communication skills including relationship building negotiation and virtual presentation capabilities.
- Proficient in personal lines systems including quote/rate/issue applications; familiarity with Microsoft Office and is a plus.
Education and Experience:
- Bachelors degree or equivalent professional experience.
- At least 3 years of experience in personal lines sales marketing underwriting claims risk consulting or agency roles.
- Experience selling to high net worth clients is preferred.
Required Experience:
Manager
Key Skills
- Sales Experience
- B2B Sales
- Marketing
- Financial Services
- Customer Services
- Management Experience
- Redmine
- Agency Management
- Home Care
- Outside Sales
- Sales Management
- Recruiting
About Company
Chubb Life has been in Egypt since 2003. Chubb Life is the international life insurance division of Chubb - the world's largest publicly traded property and casualty insurance company by market capitalization.
