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. The Company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

Chubb Insurance Solutions Agency (CISA), a division of Chubb, is seeking a dynamic and proactive Project Lead to join our team. In this role, you will play a pivotal part in supporting our sales and service teams, developing impactful training programs, managing audits, and contributing to strategic initiatives. This is an exciting opportunity to collaborate across departments, influence key business outcomes, and grow your career in a fast-paced, innovative environment.

Key Responsibilities:

Project Management and Agent Support:

Partner with the sales team and Business Development Managers to onboard and support new agents, ensuring they are equipped to meet sales targets. Monitor agent progress and provide ongoing support to maximize their contributions to the team’s success.

Development of Reference Materials:

Collaborate with the marketing team to create and maintain comprehensive, user-friendly reference materials tailored for CISA Agents. Ensure materials are engaging, easy to understand, and enhance agents’ knowledge of products and services.

Reporting and Regionalization:

Design and implement reporting mechanisms to support the transition to CISA Regionalization for both sales and service teams. Analyze data to inform regional selection and strategy, driving efficiency and alignment across teams.

Training and Change Management:

Develop and manage training schedules for new hires, ensuring a seamless onboarding experience. Work closely with management to deliver impactful training sessions, manage organizational change, and establish workflows aligned with new initiatives. Prepare agendas for weekly huddles and meetings, ensuring data is gathered and reports are ready for leadership review. Monitor the effectiveness of workflows and training materials using the daily dashboard, gathering feedback to continuously improve resources.

Sales Strategy:

Utilize Chubb systems to identify opportunities for driving sales growth. Collaborate with Account Executives (AEs) in Sales and Service to implement recorded and in-person training sessions. Develop templates and resources to support AEs in selling new business and exploring cross-sell/upsell opportunities. Generate performance reports for the sales team, identify initiatives to enhance sales efforts, and facilitate brainstorming sessions to implement new strategies.

Audit and Compliance:

Conduct audits for Personal and Commercial Surplus Lines, reviewing policies to ensure compliance and quality. Audit units including Personal Lines, Commercial Lines, Collector Vehicle, Farm & Ranch, and Agricultural Equipment. Identify opportunities to streamline the audit process while maintaining accuracy and compliance standards. Collaborate with compliance teams to audit other states and functions, ensuring no duplication of efforts.

Reporting and Presentations:

Prepare presentations and reports that reflect project progress, training outcomes, and areas for improvement. Provide actionable insights and recommendations to leadership based on data analysis and feedback.

Qualifications:

Bachelor’s degree or Associate’s degree and related work experience.5-7 years of experience with project coordination and training with an insurance company (carrier experience preferred).Familiarity with auditing processes and compliance requirements a plus.Proficiency in tools such as EPIC, Vision, and QLIK is highly desirable.Exceptional ability to manage multiple projects, prioritize tasks, and meet deadlines.Strong interpersonal and written communication skills, with the ability to collaborate across departments and present ideas effectively.Ability to gather, interpret, and present data to inform decision-making and drive improvements.A proactive approach to managing change and identifying opportunities for growth.

The pay range for the role is $ 90,000 to $115,000. The specific offer will depend on an applicant’s skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program.  Chubb offers a comprehensive benefits package, more details on which can be found on our careers website.  The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.