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June 2019

CREST | Commercial, Risk Engineering & Sales Training – Branchburg, NJ

June 25 - June 27
Chubb’s Global Learning Centre, 35 Columbia Road
Branchburg, NJ 08876 United States
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Summary Take your insurance success to the next level with Commercial, Risk Engineering, and Sales Training. Learn about Chubb products, services and online tools that will make your job faster, easier, and more profitable, while experiencing risk management techniques such as fire suppression, ergonomics, thermography, drone operations, and slip/trip/fall measurements. This course will also fine tune your sales skills with a Value-Based Selling approach. Topics Commercial insurance Cyber Customarq D&O Value-based selling Drone demonstration Thermography demonstration…

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July 2019

Why Rate? Helping Your Clients Understand the Market | AM Session – Chicago, IL

July 10 @ 9:00 am - 11:30 am CDT
Gleacher Center, 450 North Cityfront Plaza Dr. - Classroom 200
Chicago, IL 60611 United States
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Summary Projections indicate that the property & casualty insurance market will continue to be to be impacted by a number of factors including persistent low interest rates, inadequate pricing, and rising claim frequency and severity in a number of key lines. This reality can require difficult conversations with clients who may not appreciate the complex underlying market forces that drive the need for rate adequacy. In this program you’ll learn a two-pronged approach for the…

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Why Rate? Helping Your Clients Understand the Market | PM Session – Chicago, IL

July 10 @ 1:00 pm - 3:30 pm CDT
Gleacher Center, 450 North Cityfront Plaza Dr. - Classroom 200
Chicago, IL 60611 United States
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Summary Projections indicate that the property & casualty insurance market will continue to be to be impacted by a number of factors including persistent low interest rates, inadequate pricing, and rising claim frequency and severity in a number of key lines. This reality can require difficult conversations with clients who may not appreciate the complex underlying market forces that drive the need for rate adequacy. In this program you’ll learn a two-pronged approach for the…

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Webinar | Marketing & Selling to People Not Like You

July 11 @ 2:00 pm - 3:00 pm EDT

Webinar Summary The marketing environment has become more complex, and clients have become more sophisticated. Diversity marketing is the new norm, and this doesn't simply mean racial diversity. Diversity comes in many forms: gender, race, age, life stage, language preference, sexuality, thought and special interests are all ways in which people's differences are recognized. By recognizing these differences and tailoring your message or marketing efforts to reflect consumers‘ uniqueness, you are validating the importance of…

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2019 Cyber COPE Insurance Certification (CCIC) Program

July 17, 2019 - March 12, 2020

Summary The Cyber COPE Insurance Certification℠ (CCIC) provides Chubb brokers and agents with an understanding of industry best practices in cyber security risk management, governance and operations. In this program students will learn what high-performing advisors need to know in order to thrive in their roles, including how to interact with executive leadership of potential customers, how to provide analysis and support in effective cyber risk management, and approaches for building and maintaining strong relationships…

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Webinar | Creating Client WOWs with Phone and Email Fundamentals

July 30 @ 2:00 pm EDT

Webinar Summary Providing great customer experiences is imperative for any organization. It is of particular importance for those in a consultative service role. Your clients rely on you to not only WOW them with your products and services, but with your knowledge and attitudes toward protecting and serving them. Ultimately, building lasting relationships through competent product knowledge and effective communication are key factors for differentiating your organization. In this webinar, Sandy helps agency associates master…

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August 2019

Webinar | Understanding & Addressing Multinational Exposures for Financial Lines Buyers

August 1 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Have your Financial Lines’ clients expanded globally, creating new exposures to address? Are you able to provide them with an up-to-date understanding of how evolving global litigation and compliance concerns impact their risk transfer decisions? Join Chubb for a discussion of the multinational insurance and regulatory environment, where we will offer an overview of how multinational programs are structured to meet client demand for a compliant, efficient, and practical program. Topics When clients…

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Webinar | You Manage What You Measure

August 6 @ 2:00 pm - 3:00 pm EDT

Webinar Summary There are many metrics related to your business.  In this session we will discuss the key metrics that you should measure and monitor on regular basis to gauge the health of your agency. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership and principals. Faculty Brian McNeely | Partner Reagan Consulting Duration One hour Tuition Webinars are offered free of charge to Chubb agents and brokers and…

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[Invite Only] Leadership Experience at Land Rover® – Carmel-By-The-Sea, CA

August 27 - August 28

Summary Overcome obstacles in your path to becoming a more effective leader by utilizing new skills and principles of team dynamics to successfully negotiate challenging and unfamiliar environments. This one and a half day learning event includes a personalized assessment from Everything DiSC®, interpretive classroom work, and action plan development with online goal tracking for up to one year. You will receive professional off-road driving instruction in order to complete a series of challenges that parallel program…

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September 2019

Commercial Insurance Basics – Philadelphia, PA

September 9 - September 13
Chubb’s Philadelphia Office (PA), 436 Walnut Street
Philadelphia, PA 19106 United States
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Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry.  Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge.  They will improve their ability to identify…

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PRS Client Management School Canada – Toronto, ON

September 23, 2019 - April 22, 2020
Chubb’s Toronto Office (ON), 199 Bay Street, Suite 2500
Toronto, Ontario M5L 1E2 Canada
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Summary The 7-month PRS Client Management School is designed to provide client managers, new producers and personal lines managers with the tools to help them excel and differentiate in the competitive High Net Worth landscape. The program will enhance the participants personal lines knowledge and expertise when catering to the unique and highly sophisticated needs of successful individuals and families. Participants will learn to identify and verbalize, via examples and stories, the Chubb coverage and…

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October 2019

Value Creation and the Customer Centric Approach – San Francisco, CA

October 15 - October 16
Wharton San Francisco, 2 Harrison Street, Floor 6
San Francisco, CA 94105 United States

Summary “Customer centricity” is a management framework that challenges companies to build stronger relationships with customers through the use of data. But there are different, and often contradictory, perspectives about what customer centricity really means. This hands-on workshop serves to clarify the “customer centric” path, define the advantages of this shift from a “product centric” approach, and outline key elements for successful implementation in your firm. Through this journey, the concepts of Value and Value…

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Commercial Insurance Basics – San Francisco, CA

October 21 - October 25
Chubb’s San Francisco office, 455 Market Street
San Francisco, CA 94105 United States
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Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry.  Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge.  They will improve their ability to identify…

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PRS Sales Program – O’Fallon, MO

October 28 - October 30
Chubb’s O’Fallon Office (MO), 1 Progress Point Pkwy
O'Fallon, MO 63304 United States
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Summary Chubb’s Personal Risk Services Sales Program is a three-day program designed to enhance the sales and networking skills of agency staff while providing a competitive advantage for those who generate new lead sources and center of influence relationships as part of their responsibilities. Topics After attending the PRS Sales Program you will be able to: Sell with confidence to successful individuals and centers of influence Utilize a consultative sales process Assess the affluent market…

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November 2019

IWiL: Insurance Women in Leadership – West Point, NY

November 12 - November 14

Summary The workforce and markets are shifting and agency & broker executives can rise to meet new challenges by understanding strengths, influencing talent to excel, and inspiring positive change within organizational structures. IWiL participants will have the opportunity to partner with influential United States Military officers in a journey to define and refine their leadership styles and equip themselves to meet today’s ever changing business demands. Participants will be introduced to leadership models that can…

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Webinar | Raising Capital to Fuel Growth and Perpetuation

November 12 @ 2:00 pm - 3:00 pm EST

Webinar Summary More agencies than ever before are exploring the use of outside debt as a way to fund events that are commonplace in an agency’s life cycle: redeeming a large shareholder, financing new shareholder stock purchases, acquiring an agency, or buying an office building.  We will explore why and how your insurance agency should consider raising debt capital to fuel growth and ensure the successful perpetuation of your agency! Audience This webinar is designed…

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December 2019

PRS Development Program – Whitehouse Station, NJ

December 2 - December 6
Chubb Whitehouse Station (NJ), 202 Hall’s Mill Road
Whitehouse Station, NJ 08889 United States
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Summary Chubb's Personal Risk Services Development Program is a five-day program designed to help develop the skills and expertise necessary to effectively differentiate Chubb’s products and services using storytelling techniques. The program focuses on enhancing the producer’s knowledge of Chubb’s sellable differences, aligning coverages to clients’ needs, and developing a personal sales story. Selling the Difference Participants will learn about Chubb’s personal product line, gaining an understanding of how the distinctive coverages and features meet the unique…

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