Sr. Agency Relationship Manager

Sr. Agency Relationship Manager (Finance)

Chubb Personal Risk Services is seeking an Agency Relationship Manager (ARM) to support our Dallas, Texas branch. This role combines regular in-person meetings with remote engagement, managing relationships with assigned independent agents and brokers throughout Texas. The ideal candidate will be based in Dallas, Texas.

The ARM is primarily responsible for agency relationship management and renewal client management. Working in partnership with an Agency Sales Manager (ASM), who focuses on new client acquisition, both the ARM and ASM are accountable for Written Premium Growth within their shared group of independent agents and brokers. The ARM will focus on cross‑selling to existing clients, while the ASM drives new business.

The ARM reports directly to the VP, Personal Lines Manager, in Dallas, Texas.

• 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.

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.

At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.

Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.