Business Development Manager

Chubb•San Francisco, CA

14h•$100,800 - $171,400•Hybrid

About The Position

Chubb Personal Risk Services offers a wide range of property and casualty insurance products for individuals and families with fine homes and possessions. Our clients include individuals and families from diverse backgrounds, including executives, business owners, and collectors of art, jewelry, wine, and automobiles. Chubb Personal Risk Services is seeking a Business Development Manager (BDM) for our Northern and Central California territory. In this role, you will be responsible for overall agency relationship management, including new client acquisition and renewal management for assigned agency partners. You will conduct agency field visits to assigned agents and brokers from two Chubb branches—San Francisco and Walnut Creek—with the largest concentration in the Sacramento and Central Valley area. The position is based within the defined geography, with a preference for candidates living in Sacramento or the Central Valley of California. You will report directly to the Northern California VP, Personal Lines Manager.

Requirements

Proven track record of achieving high sales performance and driving results in a fast-paced environment.
Agile learner who can quickly absorb information and apply it to new situations.
Ability to deliver end-to-end customer engagement that leads to measurable growth.
Ability to identify and respond to challenges and opportunities, generate alternatives, and implement solutions.
Leverage market, business, and technical knowledge.
Maintain a broad perspective and detailed understanding of your area.
Use a disciplined sales process to ensure best practices.
Effectively utilize Salesforce and other tools to manage opportunities and results.
Demonstrate curiosity, asking effective questions, and actively listening.
Apply strong negotiation and value-based selling skills.
Influence and inspire others.
Communicate effectively and passionately about Chubb Personal Risk Services.
Persuade and influence others on the value of Chubb.
Anticipate reactions and overcome obstacles.
Leverage relationships to achieve results.

Nice To Haves

Preference for candidates living in Sacramento or the Central Valley of California.

Responsibilities

Develop agency assessments and business plans with assigned independent agencies to grow new business, retain existing clients, and support cross-selling initiatives.
Identify new clients with annual premiums of $5,000 to $250,000+ through effective pipeline development, account pre-qualification, and territory analysis/management, ultimately leading to successful outcomes.
Manage follow-up and optimization of new and existing client quotes with agency partners.
Support renewal retention by positioning rate and exposure changes using value-based approaches.
Implement best practices for new and renewal business in the premier account segment.
Cross-sell and upsell to existing clients through account rounding initiatives.
Provide support to assigned agencies, including: Training on Chubb’s products, services, and competitive advantages. Updates on product and service enhancements and rate changes.
Respond to agency inquiries related to billing, policy services, systems, BORs, commissions, claims, agency coding/licensing, and more.
Coordinate home office initiatives and marketing campaigns focused on new and renewal customers, including attendance at related events.
Follow a disciplined sales process to ensure consistent execution of best practices, including Salesforce documentation.
Analyze book management results to identify agency-specific and territory trends.
Build and maintain trusted agency relationships, primarily through in-person visits.
Participate in internal meetings and report on results as appropriate.
Collaborate with agents and underwriting on new business, retention, and cross-selling.
Work closely with Sales, Underwriting, Risk Consulting, Product, Claims, and Branch Administration teams.