CISA Personal Lines Account Executive jobs in United States
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Chubb · 3 hours ago

CISA Personal Lines Account Executive

Chubb is a world leader in insurance, providing a diverse range of insurance products globally. The CISA Personal Lines Account Executive will cultivate relationships with agents, drive submission growth, and meet sales targets while ensuring compliance and operational excellence in the sales process.

Commercial InsuranceFinancial ServicesHealth InsuranceInsuranceMortgageRisk Management

Responsibilities

Cultivate and maintain strong relationships with enrolled agents to drive quality submission growth
Educate agents on Chubb’s Personal Risk Services (PRS) products and services
Identify opportunities to enhance agent engagement by leveraging the breadth of CISA products and facilitating referrals across other CISA divisions (e.g. Commercial, Farm & Ranch, Recreational Marine)
Collaborate effectively with Business Development Managers and Chubb internal stakeholders, including personal lines underwriters, to achieve and exceed new business goals
Meet or exceed sales targets for assigned territory or division
Assess client needs and recommend appropriate insurance products solutions (e.g., auto, home, renters, personal excess, flood, recreational marine policies)
Build and manage a pipeline of quote and cross-sell opportunities
Follow up on open quotes to ensure timely processing and conversion
Analyze account-specific information on new personal lines submissions and provide front-line underwriting recommendations
Prepare quotes and written proposals for enrolled agents, adhering to established standards, and work closely with agents to convert prospects into new business
Issue policies accurately and efficiently. Advise agents on post-issuance requirements and processes to ensure a seamless client experience
Maintain detailed and accurate records of agent interactions, sales activities, and policy information in the agency management system (AMS)
Execute an efficient sales process that provides timely and thorough communication with agents, ensuring a high level of responsiveness and satisfaction
Adhere to established workflows, compliance requirements, and quality standards to ensure consistency and regulatory compliance
Recommend improvements to processes that enhance operational efficiency, productivity, and overall client satisfaction

Qualification

PropertyCasualty licensePersonal Lines insurance knowledgeConsultative sales approachUnderwriting processes knowledgeCommunication skillsOrganizational skillsTime management skills

Required

Active property and casualty insurance license required (or ability to obtain within a specified timeframe)
Demonstrated consultative sales approach
Strong communication, organizational, and time management skills
Knowledge of Personal Lines insurance and underwriting processes

Preferred

Bachelor's degree preferred or equivalent work experience

Benefits

Comprehensive benefits package
Discretionary annual incentive program

Company

Chubb is a mortgage firm that offers risk management, property, health, personal, business, health, home, and life insurance.

Funding

Current Stage
Public Company
Total Funding
$10.25B
Key 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

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Annmarie Dugan Hagan
CFO Operations Technology & Transformation Chubb Group
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John Keogh
President & Chief Operating Officer
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Company data provided by crunchbase