CISA Associate Account Executive, Personal Lines

Chubb External • Whitehouse Station, NJ

86d • $45,000 - $76,400

About The Position

The Personal Lines Account Associate position at Chubb Insurance Solutions Agency (CISA) involves processing endorsement requests, monitoring underwriting items, and ensuring timely resolution of correspondence. The role requires maintaining accurate records of communications and providing exceptional service during peak call volumes. The associate will work closely with the sales team to achieve department goals and manage multiple responsibilities effectively. The position emphasizes operational excellence by adhering to workflows and compliance requirements while recommending process improvements to enhance efficiency and client satisfaction.

Responsibilities

• Accurately and efficiently process incoming endorsement requests.
• Monitor and follow up on open underwriting items and correspondence to ensure timely resolution.
• Track and follow up on home appraisals to ensure adherence to critical recommendations.
• Maintain thorough and accurate records of all communications in the agency management system.
• Provide exceptional service by answering incoming calls during peak call volumes.
• Work closely with the sales team to achieve department sales goals and contribute to overall team success.
• Effectively manage multiple responsibilities and prioritize tasks to meet business objectives.
• Ensure prompt and high-quality service delivery, meeting all Service Level Agreement (SLA) objectives.
• Manage email inbox.
• Maintain accurate and up-to-date records of agent interactions, policy servicing activities, and account information within the agency management system (AMS).
• Adhere to established workflows, compliance requirements, and quality standards to ensure consistency and regulatory compliance.
• Recommend improvements to processes that enhance operational efficiency, productivity, and overall client satisfaction.

What This Job Offers