Chubb · 1 month ago
Chubb Customer Center Account Executive
2155 W Pinnacle Peak Road #100, Phoenix, AZ, 85027, US
Full-time
Onsite
Mid LevelChubb is a leading provider of personal risk services, seeking an experienced Personal Lines Account Executive to manage the insurance needs of clients. The role focuses on delivering exceptional service, driving sales growth through effective cross-selling and upselling, and fostering long-term relationships with clients and agents.
Commercial InsuranceFinancial ServicesHealth InsuranceInsuranceMortgageRisk Management
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
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
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
Qualification
Required
Licensed agent
Experience in a fast-paced agency environment
Strong interpersonal and communication skills
Ability to assess insurance needs and provide tailored solutions
Comprehensive knowledge of Chubb's products
Ability to meet or exceed performance and quality benchmarks
Adherence to corporate policies, regulatory requirements (SOX), and internal procedures (PCI)
Adaptability to a fast-paced environment
Willingness to continuously learn new skills and policy requirements
Proven sales skills with a focus on cross-selling and upselling
Ability to cultivate and strengthen relationships with agents, clients, and internal business partners
Company
Chubb
Chubb is a mortgage firm that offers risk management, property, health, personal, business, health, home, and life insurance.
Founded in 1985
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey Investors
Berkshire Hathaway
2025-08-04Post Ipo Debt· $1.25B
2024-07-29Post Ipo Debt· $1.3B
2024-05-15Post Ipo Equity· $6.7B
Leadership Team
Annmarie Dugan Hagan
CFO Operations Technology & Transformation Chubb Group
John Keogh
President & Chief Operating Officer
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-08
2025-12-30
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