Account Executive

Phoenix, NM - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Description

Chubbs Personal Risk Services Operations Division provides industry leading service to clients agents and internal business partners. The Chubb Customer Center (CCC) is an Operations team that directly manages the personal insurance needs of successful individuals and families on behalf of enrolled agency partners countrywide. We are currently seeking an experienced and self-motivated Personal Lines Account Executive to work in a fast-paced agency environment. Account executives are licensed agents supporting PRS growth and retention by counseling successful individuals and families on their insurance coverage. This role focuses on delivering exceptional service ensuring seamless policy management fostering long-term relationships and driving sales growth through effective cross-selling and upselling.

Key Responsibilities:

Serve as a trusted advisor for Chubb clients assessing insurance needs and providing tailored solutions.

Proactively identify coverage gaps offer recommendations and process policy updates per client requests.

Utilize multiple systems to efficiently research analyze and resolve client inquiries and policy changes.

Demonstrate comprehensive knowledge of Chubbs products articulating their value to clients.

Collaborate effectively within a team leveraging strong interpersonal and communication skills.

We provide coverage for home auto vacation umbrella flood recreational marine and cyber insurance with many of these products managed across different systems. Our underwriters play an active role in handling these policies which often requires us to act as intermediaries between clients agents and underwriting teams

Consistently meet or exceed performance and quality benchmarks.

Adhere to corporate policies regulatory requirements (SOX) and internal procedures (PCI) while ensuring compliance and service excellence.

Complete assigned tasks and support additional responsibilities as needed.

Success in our team requires adaptability to a fast-paced environment communicating on the phone with a willingness to continuously learn new skills and policy requirements. Since guidelines are updated regularly and can vary between accounts its essential to stay informed and flexible to meet our insurance standards.

Sales and Service Excellence:

Consistently meet or surpass sales goals by proactively cross-selling and upselling Chubb Personal Lines products including auto home renters personal excess flood and recreational marine insurance.

Proactively assess client portfolios to uncover additional coverage needs presenting customized insurance solutions to agents and their clients to ensure comprehensive protection.

New Business Growth - increase sales production by 5% over the next year.

Improve percentage of new quotes that are converted into closed sales by achieving a 20% close rate on all new quotes

Increase the average premium value for each policy sold by focusing on high value clients or cross selling to individuals.

Increase the number of policies per client by selling additional products or increasing coverage.

Relationship Management

Partner with Chubb internal teams including personal lines underwriters to proactively address agent requirements and streamline policy servicing processes.

Cultivate and strengthen relationships with agents clients and internal business partners to drive high satisfaction maximize client retention and foster long-term loyalty.

Qualifications

Must possess a Property and Casualty Insurance license or be willing to obtain one within 30 days as part of the training program.

Associate degree or comparable professional experience in the insurance industry required.

Experience in personal lines operations agency underwriting or marketing preferred.

Performance Skills

Demonstrated creative problem-solving skills for client inquiries and challenges.

Proven ability to deliver results and drive innovation in a dynamic fast-paced setting.

Strong client service orientation with excellent verbal and written communication abilities.

Technical Skills

Proficient in Microsoft Word Outlook and Excel.

Experience in Personal Lines Insurance

Core Competencies

Demonstrates a collaborative spirit and actively contributes to team success.

Excels in analytical thinking creative problem-solving and overall sales resilience

Active listening and effective communication whether speaking writing or presenting to communicate clearly and persuasively.

Maintains strong personal accountability and upholds ethical standards.

Driven and capable of delivering results with minimal supervision.

Exceptionally organized adept at juggling multiple tasks efficiently.

Thrives in both structured and ambiguous environments working independently or as part of a team.

Effectively prioritizes and manages competing deadlines in fast-paced settings.

Required Experience:

DescriptionChubbs Personal Risk Services Operations Division provides industry leading service to clients agents and internal business partners. The Chubb Customer Center (CCC) is an Operations team that directly manages the personal insurance needs of successful individuals and families on behalf o...