Chubb Customer Center Account Executive

• Chubb's 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 Chubb’s 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, it’s 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.

• 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.