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February 2020

PRS Sales Program – Tampa, FL

February 24 - February 26
Chubb’s PRS Office (Tampa), 3000 Bayport Drive, Suite 700
Tampa, FL 33607 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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March 2020

Webinar | State of Broker M&A Activity 2019-2020

March 5 @ 2:00 pm - 3:00 pm EST

Webinar Summary Coming off extremely hot activity in 2018, 2019 proved to be another wave year for M&A. This webinar will identify the primary drivers of this long M&A tsunami, provide a look into what 2020 may hold, and distill what this information means for independent agencies who are interested in selling or buying to supplement their own organic growth. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency leadership…

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Webinar | Rediscover Market Dynamics: Perspectives of the Middle Market Q4 2019

March 12 @ 2:00 pm - 3:00 pm EDT

Webinar Summary Join Chubb, the National Center for the Middle Market, and the Insurance Information Institute for a quarterly webinar covering challenges facing middle market executives, an update on the insurance industry, and a deeper look at excess and umbrella lines of business. Findings from the Q4 2019 Middle Market Indicator Report revealed an increase in revenue, employment growth, economic confidence and investment plans among middle market companies, representing a rebound from the previous quarter…

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PRS Client Management School – Whitehouse Station, NJ

March 16 - November 12
Chubb’s PRS Office (Whitehouse Station), 202 Halls Mill Road, Building A
Whitehouse Station, NJ 08889 United States
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Summary The 7 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…

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PRS Client Management School – San Diego, CA

March 30 - December 3
Chubb’s PRS Office (San Diego), 9655 Granite Ridge Drive, Suite 400
San Diego, CA 92123 United States
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Summary The 7 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…

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April 2020

Commercial Insurance Basics – Minneapolis, MN

April 6 - April 10
Chubb’s Minneapolis Office (MN), 100 South 5th Street, Suite 1700
Minneapolis, MN 55402 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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Music City Innovation – Nashville, TN

April 22 - April 23
Vanderbilt University, 401 21st Ave.
Nashville, TN 37203 United States
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Summary The property and casualty insurance industry is changing at a rapid pace. Over the next 10 years, 50% of industry employees will be eligible to retire.  Distribution models are evolving and analytics is playing an increasing role on both the carrier and agency side of the business.  The importance of attracting new talent, assessing future opportunities and buyer preferences has never been greater.  Is your organization structured to evolve with these changes? In this…

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Commercial Insurance Basics – Branchburg, NJ

April 27 - May 1
Chubb’s Global Learning Centre, 35 Columbia Road
Branchburg, NJ 08876 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 Development Program – San Diego, CA

April 27 - May 1
Chubb’s PRS Office (San Diego), 9655 Granite Ridge Drive, Suite 400
San Diego, CA 92123 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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May 2020

Leadership Experience at West Point – West Point, NY

May 4 - May 7
United States Military Academy – Historic Thayer Hotel, 674 Thayer Rd.
West Point, NY 10996 United States
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Summary The U.S. Army coined the acronym VUCA in the 1990s to describe the post-Cold War operational environment: Volatile, Uncertain, Complex and Ambiguous. Under these conditions the Army developed doctrines and procedures that allowed leaders at all levels to respond effectively. You are invited to join Chubb Agency Education and Thayer Leader Development Group to explore lessons of the past and apply them to present day leadership and business challenges facing our rapidly changing insurance…

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Strategic Finance – Philadelphia, PA

May 12 - May 13
Chubb’s Philadelphia Office (PA), 436 Walnut Street
Philadelphia, PA 19106 United States
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Summary This two-day class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers (speak their language), be a “trusted advisor” Maximize your ability to identify long-term, successful clients Increase your comfort with the world of financial analysis Use annual reports/online resources, if available, for risk AND opportunity identification Master financial terminology and better understand drivers of Moody’s/credit ratings. Participants will not only dive…

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June 2020

Commercial Insurance Basics – Schaumburg, IL

June 15 - June 19
Chubb’s Schaumburg Office (IL), 425 N. Martingale Road, Suite 500
Schaumburg, IL 60173 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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July 2020

PRS Development Program – Whitehouse Station, NJ

July 27 - July 31
Chubb’s PRS Office (Whitehouse Station), 202 Halls Mill Road, Building A
Whitehouse Station, NJ 08889 United States
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ChubbC 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…

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2020 Cyber COPE Insurance Certification (CCIC) Program

July 29, 2020 - March 12, 2021

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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September 2020

PRS Development Program – Whitehouse Station, NJ

September 21 - September 25
Chubb’s PRS Office (Whitehouse Station), 202 Halls Mill Road, Building A
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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October 2020

IWiL: Insurance Women in Leadership – West Point, NY

October 14 - October 16
United States Military Academy – Historic Thayer Hotel, 674 Thayer Rd.
West Point, NY 10996 United States
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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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Commercial Insurance Basics – San Ramon, CA

October 19 - October 23
Chubb’s San Ramon, CA office, 2603 Camino Ramon, Suite 300
San Ramon, CA 94583 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 – Chicago, IL

October 20 - October 22
Chubb’s PRS Office (Chicago), 525 W Monroe Street, Suite 700
Chicago, IL 60661 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…

Find out more »

December 2020

Webinar | Agency Performance Metrics – Digging Deeper

December 10 @ 2:00 pm - 3:00 pm EST

Webinar Summary Tracking, monitoring and understanding performance metrics are critical to an agency operating at its full potential. Historically, presentations on this topic are very high level. However, in this session will dig into several key performance metrics, including how they are calculated, how often they should be calculated, what they mean and the levels achieved by the industry’s top performers. Audience This webinar is designed for a Chubb Agent and Broker audience, including Agency…

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