Chubb Customer Center Account Executive
Core
Licensed Personal Lines Account Executive managing insurance policies for successful individuals and families, acting as a trusted advisor to assess needs, process updates, and drive sales growth through cross-selling and upselling.
Role type
Personal Lines Account Executive
Builds
Personal insurance policies (home, auto, umbrella, flood, marine, cyber) for enrolled agency partners
Domain
Insurance / Personal Lines
Required skills
Property and Casualty Insurance license, client portfolio assessment, policy management, cross-selling, upselling, regulatory compliance (SOX, PCI), Microsoft Office proficiency
Preferred skills
Personal lines operations experience, underwriting knowledge, marketing experience, creative problem-solving, analytical thinking
Technologies
Microsoft Word, Outlook, Excel
Responsibilities
Counsel clients on insurance coverage, identify coverage gaps, process policy updates, meet sales goals and conversion targets, partner with underwriters, cultivate relationships with agents and clients
Seniority
Mid-level, individual contributor