« All Events

PRS Client Management School 2026 – Virtual

May 11, 2026 - April 9, 2027

Virtual

Summary

The 11 month program is designed to provide a true competitive advantage to account executives and personal lines managers who seek to differentiate themselves in the personal lines market. The program will enhance the experienced professional’s knowledge and expertise when catering to the unique and highly sophisticated needs of successful individuals.  You will be able to identify the Chubb value added proposition to be able to sell product and services and retain your most important clients.  The program will focus on the key issues and communication techniques necessary to effectively manage personal lines insurance accounts of the successful client.
The program consists of 2 virtual classroom learning sessions as well as a series of webinars and independent study.

Please RSVP by Friday, April 24, 2026

Register Now View Program Catalog Page

Topics

  • In depth look at Chubb coverages vs ISO
  • Chubb service offerings and how they benefit your client
  • Phone and email etiquette
  • Collaborating with Chubb underwriting
  • Utilizing Chubb SMEs
  • Working with a Family Office
  • Building Relationships
  • Communication/DiSC®

Audience

The Client Management School is a unique program for account executives and personal lines managers who focus personal insurance for successful clients.

Location

Online/Virtual

Duration

Session Date Time
Module 1 May 11 – 15, 2026 11:30 am – 5:30 pm ET
Module 2 April 7 – 9, 2027 11:30 am – 5:30 pm ET
Webinars Every Thursday 12:00 pm – 1:00 pm ET

Webinars and Independent Study

There will be an agenda of approximately 20 webinars during the 10 month program.  You are expected to make all of them, but we understand that schedules sometimes are in conflict.  You will have access to a platform that is just for Client Management School that will house all the recorded webinars.  This platform will also provide all your independent study.

Tuition

Tuition for the program is $750. For Personal Lines Cornerstone agents, tuition is waived for the first participant.

Continuing Education Credit

There is no CE credit associated with this program.

Cancellation Policy

A minimum 14 day notice is required to guarantee a full refund. Please send cancellation requests to agency_education@chubb.com. Include “Program Cancellation Request” in the subject line, and your original registration information in the message body along with the reason for the cancellation.

Register

Registration

To register for the program, complete the form below and indicate your preferred payment method. If you selected check payment, please mail your tuition check in the amount of $750 and include a copy of your registration confirmation or indicate the participants name and “CMS Virtual – 2026” on the check. If you selected credit card payment you will receive an invoice with online payment instructions via email within 10 business days. 

Jessica Albert
Chubb Agency Education
202B Hall’s Mill Road
Whitehouse Station, NJ 08889-1600

Log in or create an account for faster registration and access to premium content.

PRS Client Management School 2026 - Virtual 051126 - 040927

    Your Information

    Registration for PRS Client Management School 2026 - Virtual 051126-040927
    Line 1
    Line 2
    Accurate producer codes help speed application review. If you do not know your code enter '999999'.
    Sending

    + Google Calendar+ Add to iCalendar

    Details

    Venue

    Organizer