Chubb · 4 weeks ago
Sr. Agency Relationship Manager
5400 Lyndon B Johnson Fwy, 6th & 7th Floor, Dallas, TX, 75240, US
Full-time
Hybrid
Senior LevelChubb Personal Risk Services is seeking an Agency Relationship Manager (ARM) to support their Dallas, Texas branch. The role focuses on managing relationships with independent agents and brokers, driving written premium growth through retention and cross-selling initiatives.
Commercial InsuranceFinancial ServicesHealth InsuranceInsuranceMortgageRisk Management
Responsibilities
Develop agency assessments and business plans with assigned independent agents, emphasizing retention and cross-selling of existing clients
Manage renewal retention by effectively communicating rate and exposure changes using value-based selling techniques
Implement best practices for premier account segment renewal management
Drive cross-sell and upsell initiatives for existing clients through account rounding
Follow up on existing customer quotes and optimize quoting processes with agents
Support assigned agencies on relationship management and sales development, including: Delivering agency training on Chubb’s products, services, and competitive advantages. Communicating product and service enhancements and rate changes. Coordinating marketing events, campaigns, and corporate directives for existing customers
Respond to agency inquiries regarding billing, policy services, systems, BORs, commissions, claims, agency coding/licensing, and related topics
Coordinate home office initiatives and marketing campaigns focused on renewal customers, including event participation
Plan and deliver sales, service, system, and continuing education training via webinar or in-person sessions
Implement risk management initiatives, such as water shut-off device installation lists
Adhere to a disciplined sales process to ensure consistent execution of best practices, including Salesforce documentation
Manage the book of business, analyzing results to identify agency-specific and territory trends
Develop and maintain trusted agency relationships through both phone and in-person engagement
Participate in internal meetings and provide results reporting as appropriate
Collaborate with agents and underwriting on retention and cross-selling strategies
Work closely with Sales, Underwriting, Risk Consulting, Product, Claims, and Branch Administration teams
Qualification
Required
Experience in agency relationship management and renewal client management
Ability to develop agency assessments and business plans
Strong communication skills for effectively conveying rate and exposure changes
Experience in implementing best practices for renewal management
Proven track record in driving cross-sell and upsell initiatives
Experience in delivering training on products and services
Ability to respond to agency inquiries regarding various topics
Experience in coordinating marketing events and campaigns
Ability to plan and deliver training sessions via webinar or in-person
Experience in implementing risk management initiatives
Strong adherence to a disciplined sales process
Ability to manage a book of business and analyze results
Experience in developing and maintaining trusted agency relationships
Ability to collaborate with various teams including Sales, Underwriting, Risk Consulting, Product, Claims, and Branch Administration
Company
Chubb
Chubb is a mortgage firm that offers risk management, property, health, personal, business, health, home, and life insurance.
Founded in 1985
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey Investors
Berkshire Hathaway
2025-08-04Post Ipo Debt· $1.25B
2024-07-29Post Ipo Debt· $1.3B
2024-05-15Post Ipo Equity· $6.7B
Leadership Team
Annmarie Dugan Hagan
CFO Operations Technology & Transformation Chubb Group
John Keogh
President & Chief Operating Officer
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-08
2025-12-30
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