Client Relationship Executive

2 months ago


Readington, New Jersey, United States CHUBB Full time

Position: Associate Account Executive

Education: 2-year college degree or equivalent job experience

Salary Grade: 16

Position Overview: Chubb Insurance Solutions Agency (CISA) operates as a significant player in the insurance market, managing a premium portfolio valued at $400 million across all 50 states and surplus lines. This role necessitates familiarity with various Chubb systems to efficiently handle incoming endorsement requests, track open underwriting items, and manage correspondence. It is crucial to maintain thorough documentation of all communications within the agency management system. The position also involves responding to incoming calls, particularly during peak periods.

Key Performance Skills:

  • Exceptional verbal, written, and interpersonal communication abilities
  • Strong organizational skills with the capacity to prioritize tasks and meet deadlines
  • Excellent time management capabilities
  • Analytical thinking and decision-making proficiency
  • Outstanding customer service orientation
  • Ability to work autonomously in a dynamic team setting, adapting to shifting priorities
  • Commitment to maintaining confidentiality

Technical Proficiencies:

  • Experience in Personal Lines insurance
  • Proficiency in Microsoft Word and Excel
  • Familiarity with Masterpiece, PLS, and inquiry systems is preferred
  • Understanding of Personal Lines underwriting is advantageous

Core Competencies:

  • Collaborative team member
  • Effective problem solver
  • Resourceful and proactive
  • Personal accountability and integrity
  • Objective and fair-minded
  • Self-motivated and driven

Essential Responsibilities:

  • Support Account Executives with various responsibilities
  • Process endorsement requests
  • Handle mortgagee phone inquiries and overflow calls
  • Follow up on cancellation requests
  • Manage underwriting correspondence
  • Track non-Masterpiece/manual transactions
  • Oversee home appraisal follow-ups
  • Process renewal rewrites
  • Assist management with general inquiries

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