CISA Personal Lines Account Executive

Relationship Management

• Cultivate and maintain strong relationships with enrolled agents to drive quality submission growth.
• Educate agents on Chubbs 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 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:

• Bachelors degree preferred or equivalent work experience.
• Active property and casualty insurance license required (or ability to obtain within a specified timeframe).
• Demonstrated consultative sales approach.
• Strong communication organizational and time management skills.
• Knowledge of Personal Lines insurance and underwriting processes

The pay range for the role is $65000 to $70000. The specific offer will depend on an applicants skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package more details on which can be found at The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.