Sr. Agency Relationship Manager (Finance)

JOB DESCRIPTION

Chubb Personal Risk Services offers an array of property and casualty insurance products for individuals and families with fine homes and possessions. Our clients include many of the most affluent families in the world, executives, business owners and top collectors of art, jewelry, wine and automobiles.

Chubb Personal Risk Services is seeking an Agency Relationship Manager (ARM) for our Northern California territory. The ARM position will entail telephonic engagement, combined with some in-person travel, to assigned tier 1 and 2 agents and brokers. The territory will include the Bay Area, Central Valley and Sacramento. The preference is for the candidate to live in the Bay Area.

The ARM will be primarily responsible for overall agency relationship management including renewal client management. The ARM will manage agents in partnership with an Agency Sales Manager (ASM) who is responsible for new client acquisition. The ARM and the ASM will work as a team, with both individuals responsible for Written Premium Growth, the ARM assigned to existing client new business and cross selling, and the ASM assigned to new client acquisition, for the same group of agents and brokers.

The ARM will report directly to the Personal Lines Manager for Northern California.

Key Responsibilities:

• Develop agency business plans with assigned agents designed around retention and cross selling of existing clients.
• Renewal retention management by demonstrating the ability to position rate and exposure changes with value-based selling techniques.
• Premier account segment renewal table set best practice.
• Cross-sell and upselling of existing clients via account rounding initiatives.
• Responsible for existing client quote follow up and quote optimization with agents.
• Provide support to assigned agencies with non-new client development sales matters. This includes:
  • Agency training to understand Chubb's products, services and competitive advantages.
  • Product and service enhancements and rate changes.
  • Marketing events, campaigns and corporate directives that are designed for existing clients such as water shut off device installation lists.
• Address and respond to agency inquiries specific to billing, policy services, systems, BORs, commissions, claims, agency coding/licensing and the like.
• Plan and deliver sales, service, system and continuing education training via webinar or in-person.
• Adhere to a disciplined sales process to ensure consistent execution of best practices, including Salesforce documentation.
• Book management including analysis of results to identify agency specific and territory trends as related to renewal books.
• Develop and maintain trusted agency relationships primarily through phone and some in-person engagement.
• Participate in internal meetings and report on results as appropriate.
• Work with agents and underwriting on retention and cross selling.
• Collaborate and interact with Sales, Underwriting, Risk Consulting, Product, Claims and Branch Administration.

QUALIFICATIONS

ABOUT US

Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.