Customer Center Account Executive

Overview

As a Personal Lines Account Executive in the Chubb Customer Center Operations, you guide clients on insurance solutions and manage policy needs in a fast-paced environment. You will build long-term relationships, drive growth through cross-selling and upselling, and coordinate with agents, underwriters, and internal teams to ensure seamless service. You'll stay current on guidelines, regulatory requirements, and product options to deliver tailored coverage. This role combines advisory support with sales execution in personal lines.

Responsibilities

• Act as trusted advisor to clients, assess coverage needs and propose tailored solutions
• Identify gaps, recommend changes, and process policy updates on request
• Research, analyze, and resolve client inquiries using multiple systems
• Demonstrate deep knowledge of Chubb products and articulate value to clients
• Collaborate with team and leverage strong interpersonal skills for effective service
• Cross-sell and upsell personal lines products (auto, home, renters, etc.) to support growth
• Meet or exceed performance and quality benchmarks
• Adhere to SOX, PCI, and internal procedures to ensure compliance and service excellence
• Support additional tasks as needed in a dynamic environment
• Stay informed and flexible to meet varying policy requirements across accounts

Key requirements

• Property and Casualty Insurance license or willingness to obtain within 30 days
• Associate degree or comparable professional experience in the insurance industry
• Experience in personal lines operations, agency, underwriting, or marketing preferred
• Client service orientation
• Excellent verbal and written communication
• Adaptability and willingness to learn new policies
• Proficient in Microsoft Word, Outlook, Excel
• Experience with Personal Lines Insurance
• Ability to use multiple systems to research and process policy changes