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Personal Risk Services Client Management School – Whitehouse, NJ

April 24, 2017 - April 28, 2017

Summary

The Chubb Personal Risk Services Client Management School is a new pilot offering for 2017!

The 8 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 high net worth 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 affluent.

The program consists of 2 in-person classroom learning sessions as well as a series of webcasts and independent study.

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
  • Collaberating with Chubb underwriting
  • Utilizing Chubb SMEs
  • Working with a Family Office

Audience

The Client Management School is a unique program for account executives and personal lines managers who focus personal insurance for high net worth clients. Participants with three or more years of experience will benefit most from this program.

Please note that once you have submitted your application, it will be reviewed. You will be notified of your acceptance into the school by March 15, 2017.

Location

The 2 in-person sessions of the Chubb PRS Client Management School will be held at the Chubb Office  located at:

202 Hall’s Mill Road
Whitehouse Station, NJ 08889

Lodging

Participants are responsible for their own travel expenses and for making their own travel arrangements.  Please do not finalize any reservations (hotel or travel) until you have been approved for the school.

In the event that you need hotel accommodations, some hotels in the area are listed below. There are more hotels in the area to choose from.  Participants are responsible for their own hotel accommodations and reservations.

Marriott Courtyard
300 Corporate Drive
Lebanon, NJ 08833
(908) 236-8500

Hyatt House
3141 Route 22 East
Branchburg, NJ 08876
(908) 704-2191

Hilton Homewood Suites
968 Route 202 South
Branchburg, NJ
(908) 253-9400

Duration

There are two in-person sessions for this program.

First Session
This session will begin at 1:00 pm on Monday, April 24, 2017 and conclude on Friday, April 28, 2017 at 12:00 pm.

Daily session times are as follows:
Monday, April 24, 2017- 1:00 pm – 5:00pm
Tuesday, April 25, 2017 – 8:00 am – 5:00 pm
Wednesday, April 26, 2017 – 8:00 am – 5:00 pm
Thursday, April 27, 2017 – 8:00 am – 5:00 pm
Friday, April 28, 2017 – 8:00 am – 12:00 pm

Second Session
This session will begin at 1:00 pm on Tuesday, November 14, 2017 and conclude on Friday, November 17, 2017 at 12:00 pm.

Daily session times are as follows:
Tuesday, November 14, 2017 – 1:00 pm – 5:00 pm
Wednesday, November 15, 2017 – 8:00 am – 5:00 pm
Thursday, November 16, 2017 – 8:00 am – 5:00 pm
Friday, November 17, 2017 – 8:00 am – 12:00 pm

If you are making flight arrangements, please make sure you do not book a departure time before 3:00 pm.

Webcasts and Independent Study

There will be an agenda of 15 -18 webcasts during the 8 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 webcasts.  This platform will also provide all your independent study.

Tuition

Tuition for the program is $400. For Cornerstone agents, tuition is waived for the first participant. All participants are responsible for their own travel expenses.

Attire

Casual business attire is appropriate for the program.

Continuing Education Credit

There is no CE credit associated with this program.

Registration

To apply for the Personal Risk Services Client Management School, click on the “Register” button and complete the on-line form. Your application will then be submitted.  Once approved to attend the school, you will complete your registration by mailing your tuition check in the amount of $400, payable to Chubb & Son to:

Janet T. Ayers
Training Coordinator
Agency Education
Chubb Limited
202 Hall’s Mill Road
Whitehouse Station, NJ 08889

* Please indicate “Attention:  Janet Ayers – Agency Education” on your check and envelope.

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Details

Start:
April 24, 2017
End:
April 28, 2017
Event Category:

Organizer

Karen Glemming