Customer Service Representative, Broker of Record jobs in United States
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Chubb · 15 hours ago

Customer Service Representative, Broker of Record

Chubb is a world leader in insurance, and they are seeking a Broker of Record Coordinator to provide expert quoting, policy management, and account support. The role involves delivering exceptional service, managing regulatory compliance, and collaborating with various teams to enhance client experiences.

Commercial InsuranceFinancial ServicesHealth InsuranceInsuranceMortgageRisk Management

Responsibilities

Deliver exceptional service and ensure strict compliance with regulatory standards in handling BOR requests and inquiries from agents and brokers regarding Chubb personal lines policies
Apply advanced knowledge of personal lines insurance and Chubb products to process special change endorsements, policy rewrites, cancellations, pre-renewals, and manual rewrites with accuracy
Efficiently and professionally resolve agent inquiries, demonstrating technical proficiency, ownership, and timeliness
Analyze complex information to make informed decisions and solve problems, ensuring a superior experience for all stakeholders
Navigate and integrate multiple systems and applications to research, analyze, and resolve agent requests and inquiries
Deliver exceptional customer service to internal and external business partners, utilizing functional expertise to address complex client needs
Maintain high productivity, service, and quality standards within a dynamic environment by applying best practices and technical knowledge
Collaborate with team members and business partners, providing guidance and sharing expertise
Lead and contribute to process improvement initiatives to drive operational efficiency and service quality
Serve as a subject matter expert for complex policy changes and escalated agent inquiries, offering technical guidance and support
Act as a liaison between underwriting, Operations, and other departments to resolve complex cases, ensuring swift and coordinated solutions through technical leadership
Flexibility to work any shift between 8am and 6pm EST, Monday through Friday

Qualification

Personal lines insuranceMasterpiece/PLS systemsMicrosoft SuitePropertyCasualty insuranceResults-Driven MultitaskingAnalytical Decision-MakingContinuous ImprovementBusiness Relationship ManagementExceptional CommunicationAttention to DetailCollaboration & Teamwork

Required

Exceptional Communication: Outstanding verbal and written communication skills, with superior phone etiquette and active listening. Develop and deliver clear, multi-mode communications tailored to different audiences
Results-Driven Multitasking: Proven ability to manage multiple priorities and meet strict deadlines in a fast-paced environment. Consistently achieve results, even under tough circumstances
Attention to Detail & Quality: Strong attention to detail and superior data entry skills, ensuring error-free policy processing and compliance with regulatory standards
Analytical Decision-Making: Sound decision-making and troubleshooting skills for analyzing complex information and resolving issues. Make good and timely decisions that keep the organization moving forward
Collaboration & Teamwork: Excellent collaboration skills, fostering effective teamwork and supporting a team-oriented culture. Demonstrated ability to work independently and as part of a team, showing ownership and follow-through
Continuous Improvement & Development: Commitment to ongoing professional development, accuracy, and delivering best-in-class service. Actively seek new ways to grow and be challenged, using both formal and informal development channels. Fully engage in cross training opportunities enhancing technical capabilities
Business Relationship Management: Build and maintain strong, professional relationships with brokers, business partners, and Chubb colleagues. Effectively serve as a liaison to facilitate collaboration, resolve complex cases, and ensure coordinated, customer-centric solutions that elevate service delivery and operational effectiveness
High school diploma or equivalent

Preferred

Knowledge of Masterpiece/PLS systems preferred
Proficiency in Microsoft Suite: Word, PowerPoint, Excel, and Access
Working knowledge of property and casualty insurance policies preferred

Benefits

Discretionary annual incentive program
Comprehensive benefits package

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