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Chubb · 6 days ago

Chubb Customer Center Account Executive

Phoenix, AZ

Full-time

Onsite

Mid Level

Chubb is a world leader in insurance, providing a wide range of products and services across 54 countries. They are seeking an experienced Personal Lines Account Executive to manage the personal insurance needs of clients, focusing on exceptional service, policy management, and sales growth through cross-selling and upselling.

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

PropertyCasualty LicensePersonal Lines InsuranceMicrosoft WordMicrosoft OutlookMicrosoft ExcelClient Service OrientationAnalytical ThinkingSales ResilienceCreative Problem-SolvingEffective Communication