Agency Development Specialist - Phoenix, United States - Combined Insurance

Mark Lane

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Mark Lane

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Description

Chubb Insurance Solutions Agency, (CISA), a Chubb owned fully licensed agency, manages the distribution of all Chubb products on behalf of North American Field Operations.

Chubb is looking to significantly expand our agency distribution and this role will be critical in these growth efforts to find, onboard and track newly appointed agents as they develop their Chubb relationship across all business and industry segments.

Products and programs include admitted and non-admitted Personal Risk Services, Small and Mid-Market Commercial Insurance, Financial Lines, Agribusiness, and Accident & Health.

The Agency Development Specialist will report to the Vice President of Producer Development.


The Producer Development team is seeking a motivated and energetic Agency Development Specialist to support distribution expansion initiatives to maximize agent engagement, growth and profit.

Excellent communication and organizational skills are a critical requirement for this team member who must be able to multi-task, collaborate effectively with others and independently prioritize responsibilities.

A professional demeanor, attention to detail and positive attitude are a must.


MAJOR DUTIES & RESPONSIBILITIES:


  • Within a defined regional territory, promote distribution expansion through the entire agent customer journey process from the initial prospecting and vetting phases through onboarding, training, development, and continued agency management
  • Monitor and report on key performance indicators (KPIs) for newly appointed agents and brokers. Make recommendations to leadership related to agency performance.
  • Compile and maintain profile information on agents in the company distribution management system.
  • Execute on health check activities with newly onboarded agencies; ensuring an optimal onboarding experience with an eye toward uncovering opportunities to grow with the agency.
  • Collaborate with employees across various units; Producer Services, Production, Sales & Marketing, and Agency Education
  • Undertake daily administrative tasks to ensure the functionality and coordination of the department's activities
  • Communicate directly with internal and external clients to build credibility and develop business relationships.

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