CISA Account Executive Personal Lines

Chubb Insurance Solutions Agency (CISA), a premier $500 million premium operation licensed in all 50 states and surplus lines, is seeking a customer-focused and results-driven Personal Lines Service Account Executive to join our dynamic team.

• Manage policy servicing requests, including endorsements, billing, renewals, cancellations, and reinstatements.
• Ensure prompt and high-quality service delivery, meeting all Service Level Agreement (SLA) objectives.
• Handle high phone volume efficiently while maintaining a professional and customer-focused approach.
• Monitor and follow up on open underwriting items to ensure prompt resolution and policy completion.
• Provide guidance to agents on risk qualification and pre-underwriting requirements.
• Maintain detailed and accurate records of agent interactions, policy servicing activities, and account information in the agency management system (AMS).
• Achieve or exceed sales targets through effective cross-selling and upselling of Chubb’s Personal Lines products (e.g., auto, home, renters, personal excess, flood, recreational marine policies).
• Identify opportunities to round out accounts and recommend tailored insurance solutions to agents and their clients.
• Collaborate with Chubb internal stakeholders, including personal lines underwriters, to support agent needs and ensure smooth policy servicing.
• Build and maintain strong relationships with enrolled agents to ensure satisfaction, client retention, and loyalty.
• Identify opportunities to enhance agent engagement by leveraging the breadth of CISA products and facilitating referrals across other CISA divisions (e.g., Commercial, Farm & Ranch, Recreational Marine).
• Educate agents on Chubb’s Personal Risk Services (PRS) products and services to enhance their understanding and utilization.

• Exceptional verbal, written, and interpersonal communication skills.
• Strong organizational and time management abilities, with a proven ability to meet deadlines.
• Customer-focused approach with a commitment to providing outstanding service.
• Thrive in a dynamic, fast-paced environment while adapting to changing priorities.
• Uphold confidentiality and manage sensitive information with discretion.
• Experience in Personal Lines insurance.
• Proficiency in Microsoft Word, Outlook, and Excel.
• Familiarity with Masterpiece and inquiry systems is preferred.
• Knowledge of Personal Lines underwriting is a plus.

• 401k matching
• Health insurance
• Discretionary annual incentive program
• Comprehensive benefits package

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.