Licensed Account Executive

Chubb
Whitehouse Station, NJ
On-siteCareer-pivot friendly

Who this role is best for

Strong fit for candidates with personal lines insurance experience who can counsel clients and manage policy changes in a fast-paced environment.

Best fit for

  • Candidates with personal lines insurance experience and a proven ability to counsel clients on coverage needs
    — “Counsel clients & agents on insurance needs”
  • Individuals who thrive in team settings and can manage multiple priorities efficiently
    — “Work effectively in a team setting using professional interpersonal and communication skills”
  • Professionals with strong organizational skills and the ability to navigate complex systems
    — “Effectively navigate multiple systems/applications to research, analyze and resolve client inquires and policy changes”

Things to consider

  • The role requires a Monday-Friday commitment with occasional Saturday half-days
    — “Must be willing to work a M-F shift during hours of operation between 8am EST and 8pm EST and the occasional ½ day on a Saturday”
  • Compliance with SOX and PCI standards is a non-negotiable requirement
    — “Know and comply to corporate policies, regulatory standards (SOX), internal business processes (PCI) and procedure”

How to stand out

  • Highlight experience in identifying coverage gaps and making tailored recommendations
    — “Identify gaps in coverage and make recommendations to address them”
  • Emphasize your ability to multi-task and maintain high performance standards
    — “Excellent organization skills and ability to multi-task”
  • Demonstrate your proficiency with Microsoft Word and Excel in your resume and interviews
    — “Proficiency with Microsoft Office, specifically Word and Excel”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • growth in client base
  • high customer satisfaction
  • policy compliance
Typical background
insurance industry experiencesales and customer service roles

Skills & requirements

Required

Property And Casualty InsuranceClient CounselingPolicy AnalysisTeam CollaborationCustomer ServiceTime ManagementMicrosoft Office Proficiency

Preferred

Negotiation

Stack & domain

Microsoft OfficeWordExcelCommunicationTeamworkLeadershipProperty & Casualty Insurance LicenseInsurance

About the role

Original posting from Chubb

Chubb’s Personal Risk Services Operations division provides industry leading service to clients, agents and internal business partners. The Chubb Customer Center (CCC) is an Operations team that directly manages the personal insurance needs of successful individuals and families on behalf of enrolled agency partners countrywide. We are currently seeking an experienced and self-motivated account executive to work in a fast-paced agency environment. Account executives are licensed agents supporting PRS’ growth and retention by counseling successful individuals and families on their insurance coverage. 

MAJOR DUTIES & RESPONSIBILITIES

Counsel clients & agents on insurance needs

Identify gaps in coverage and make recommendations to address them

Effectively navigate multiple systems/applications to research, analyze and resolve client inquires and policy changes

Work effectively in a team setting using professional interpersonal and communication skills

Maintain performance and quality standards

Know and comply to corporate policies, regulatory standards (SOX), internal business processes (PCI) and procedure while processing work and meeting/exceeding service performance and quality standards.

Complete assigned work and other duties as assigned

Must be willing to work a M-F shift during hours of operation between 8am EST and 8pm EST and the occasional ½ day on a Saturday.

An active Property & Casualty insurance license is required; if you do not possess one, the company will provide an opportunity to study and obtain during training

Associate degree or equivalent industry experience

Personal lines operations, agency, underwriting and/or marketing experience

Ability to drive results and innovate in a fast-paced environment

Excellent client service skills, including oral and written communication

Proficiency with Microsoft Office, specifically Word and Excel

Excellent organization skills and ability to multi-task

Ability to work independently in areas without defined workflows, as well as in a team environment

Ability to handle multiple priorities within strict time constraints

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.

Source: Chubb careers

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