PRS Agency Sales 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 Sales Manager (ASM) for our Schaumburg Branch. The ASM position is an external facing sales role requiring daily, independent travel to assigned tier 1 and 2 agents and brokers. The territory will include Northern Illinois and the candidate should live in the Chicagoland area.
The ASM will be primarily responsible for new client acquisition that meets Chubb's account appetite and profitable growth expectations. The ASM will manage agents in partnership with an Agency Relationship Manager (ARM) who is responsible for the overall agency relationship management including renewal client management, retention and cross selling. The ASM and the ARM will work as a team, with both individuals responsible for Written Premium Growth, the ASM assigned to new client acquisition and the ARM assigned to existing client new business and cross selling, for the same group of independent agents and brokers.
The ASM will report directly to VP Personal Lines Manager.
Key Responsibilities:
- Develop agency assessments and business plans with assigned independent agents and brokers designed to grow new business from new client.
- Identify new clients with annual premium of $5,000 to $250,000+ through effective pipeline development, account pre-qualification and territory analysis/management.
- Responsible for new client acquisition including pipeline development and pipeline management ultimately leading to closing deals.
- Responsible for new client quote follow up and quote optimization with agents.
- Premier account segment new customer table set best practice.
- Travel within assigned territory 4-5 days/week supported by office time as needed for scheduling agency appointments, agency travel preparation and follow-up, Salesforce documentation etc.
- Provide support to assigned agencies with new client development sales matters. This includes:
- Agency training to understand Chubb's products, services and competitive advantages.
- Marketing campaigns, events and corporate directives that are designed for new customer development such as new business guideline changes.
- Analyze new business trends including quote volume, quality and hit ratio.
- Build and maintain strong relationships with assigned agents and brokers to meet or exceed financial objectives for assigned territory.
- Follow disciplined sales process to ensure consistent execution of best practices, including agency assessment, business plans and Salesforce documentation.
- Participate in internal meetings and report on results as appropriate.
- Work with agents and underwriting on new client quotes.
- Collaborate and interact with Sales, Underwriting, Risk Consulting, Product, Claims and Branch Administration.
QUALIFICATIONS
Education 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.