Chubb
Personal Risk Services Sr. Agency Relationship Manager
Chubb, Minnetonka, Minnesota, United States, 55345
Overview
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 Minneapolis Branch. The ARM position will entail a combination of regular in-person meetings and remote engagement with assigned independent agents and brokers. The territory will include Minnesota and the Dakotas with a requirement for the candidate to live within the Minneapolis Area. The ARM will be primarily responsible for agency relationship management and renewal client management for the Minneapolis Branch assigned agents as well as regional relationships. The ARM will manage agents in partnership with the Personal Lines Manager/Agency Sales Manager (ASM) who is responsible for new client acquisition. The ARM and the ASM are both responsible for Written Premium Growth, with the ARM assigned to existing client cross selling and the ASM assigned to new client acquisition for the same group of independent agents and brokers. The ARM will report directly to the AVP, Personal Lines Manager, Minneapolis. The salary grade for this position will be determined by the candidate's experience. Key Responsibilities
Develop agency assessments and business plans with assigned independent 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 Responsible for Premier account segment renewal table set best practices Cross-sell and upselling of existing clients via account rounding initiatives Responsible for existing customer quote follow up and quote optimization with agents Provide support to assigned agencies on relationship management and sales development 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 customers
Coordinate response to agency inquiries specific to billing, policy services, systems, BORs, commissions, claims, agency coding/licensing and the like Coordinate home office initiatives and marketing campaigns that are renewal customer oriented, including attendance at associated events Plan and deliver sales, service, system and continuing education training via webinar or in-person Implement risk management initiatives such as water shut device installation lists 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 Develop and maintain trusted agency relationships primarily through phone interaction and 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
Proven track record of sustained high sales performance and achievement with an ability to drive results and innovate in a fast-paced environment Strong producer management, relationship development and documentation skills with a High Net Worth underwriting or sales foundation Demonstrated ability to proactively identify problems and opportunities, produce alternatives and implement viable solutions Agile learner who can quickly absorb information and apply it to current business situations Intrinsic curiosity paired with effective questioning and active listening skills Strong organizational, negotiation & value-based selling skills Solid technical knowledge, including policy forms, marketplace and competition Exceptional oral and written communication skills, including effective relationship building and highly effective negotiation and virtual presentation skills Proficiency with personal lines systems including quote/rate/issue applications, Microsoft Office, Salesforce.com a plus
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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 Minneapolis Branch. The ARM position will entail a combination of regular in-person meetings and remote engagement with assigned independent agents and brokers. The territory will include Minnesota and the Dakotas with a requirement for the candidate to live within the Minneapolis Area. The ARM will be primarily responsible for agency relationship management and renewal client management for the Minneapolis Branch assigned agents as well as regional relationships. The ARM will manage agents in partnership with the Personal Lines Manager/Agency Sales Manager (ASM) who is responsible for new client acquisition. The ARM and the ASM are both responsible for Written Premium Growth, with the ARM assigned to existing client cross selling and the ASM assigned to new client acquisition for the same group of independent agents and brokers. The ARM will report directly to the AVP, Personal Lines Manager, Minneapolis. The salary grade for this position will be determined by the candidate's experience. Key Responsibilities
Develop agency assessments and business plans with assigned independent 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 Responsible for Premier account segment renewal table set best practices Cross-sell and upselling of existing clients via account rounding initiatives Responsible for existing customer quote follow up and quote optimization with agents Provide support to assigned agencies on relationship management and sales development 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 customers
Coordinate response to agency inquiries specific to billing, policy services, systems, BORs, commissions, claims, agency coding/licensing and the like Coordinate home office initiatives and marketing campaigns that are renewal customer oriented, including attendance at associated events Plan and deliver sales, service, system and continuing education training via webinar or in-person Implement risk management initiatives such as water shut device installation lists 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 Develop and maintain trusted agency relationships primarily through phone interaction and 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
Proven track record of sustained high sales performance and achievement with an ability to drive results and innovate in a fast-paced environment Strong producer management, relationship development and documentation skills with a High Net Worth underwriting or sales foundation Demonstrated ability to proactively identify problems and opportunities, produce alternatives and implement viable solutions Agile learner who can quickly absorb information and apply it to current business situations Intrinsic curiosity paired with effective questioning and active listening skills Strong organizational, negotiation & value-based selling skills Solid technical knowledge, including policy forms, marketplace and competition Exceptional oral and written communication skills, including effective relationship building and highly effective negotiation and virtual presentation skills Proficiency with personal lines systems including quote/rate/issue applications, Microsoft Office, Salesforce.com a plus
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