Chubb · 1 month ago
Sr. Agency Relationship Manager
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
3+ years expChubb is a world leader in insurance, and they are seeking a Senior Agency Relationship Manager to support their Dallas, Texas branch. This role is focused on managing relationships with independent agents and brokers, emphasizing retention and cross-selling of existing clients.
Commercial InsuranceFinancial ServicesHealth InsuranceInsuranceMortgageRisk Management
Responsibilities
Develop agency assessments and business plans with assigned independent agents, emphasizing retention and cross-selling of existing clients
Manage renewal retention by effectively communicating rate and exposure changes using value-based selling techniques
Implement best practices for premier account segment renewal management
Drive cross-sell and upsell initiatives for existing clients through account rounding
Follow up on existing customer quotes and optimize quoting processes with agents
Support assigned agencies on relationship management and sales development, including:
Delivering agency training on Chubb’s products, services, and competitive advantages
Communicating product and service enhancements and rate changes
Coordinating marketing events, campaigns, and corporate directives for existing customers
Respond to agency inquiries regarding billing, policy services, systems, BORs, commissions, claims, agency coding/licensing, and related topics
Coordinate home office initiatives and marketing campaigns focused on renewal customers, including event participation
Plan and deliver sales, service, system, and continuing education training via webinar or in-person sessions
Implement risk management initiatives, such as water shut-off device installation lists
Adhere to a disciplined sales process to ensure consistent execution of best practices, including Salesforce documentation
Manage the book of business, analyzing results to identify agency-specific and territory trends
Develop and maintain trusted agency relationships through both phone and in-person engagement
Participate in internal meetings and provide results reporting as appropriate
Collaborate with agents and underwriting on retention and cross-selling strategies
Work closely with Sales, Underwriting, Risk Consulting, Product, Claims, and Branch Administration teams
Qualification
Required
Demonstrated history of consistently high sales performance, with the ability to drive results and innovate in a fast-paced environment
Strong skills in producer management, relationship development, and documentation, supported by a foundation in High Net Worth underwriting or sales
Proven ability to proactively identify challenges and opportunities, generate alternatives, and implement effective solutions
Agile learner who quickly absorbs new information and applies it to evolving business situations
Naturally curious, with effective questioning techniques and active listening skills
Excellent organizational, negotiation, and value-based selling abilities
Solid technical knowledge of policy forms, market landscape, and competitive environment
Outstanding oral and written communication skills, including relationship building, negotiation, and virtual presentation capabilities
Proficient in personal lines systems, including quote/rate/issue applications; familiarity with Microsoft Office and Salesforce.com is a plus
Bachelor's degree or equivalent professional experience
At least 3 years of experience in personal lines sales, marketing, underwriting, claims, risk consulting, or agency roles
Preferred
Experience selling to high net worth clients
Company
Chubb
Chubb is a mortgage firm that offers risk management, property, health, personal, business, health, home, and life insurance.
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
Media OutReach Newswire
2026-01-22
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-08
Company data provided by crunchbase