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PRS Client Management School East – Pittsburgh, PA

May 7 - November 20

Chubb’s Pittsburgh Office (PA)

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 service differentiators, resulting in an increase in new business hit ratio and retention. Client Management School focuses on key communication techniques to effectively manage successful individuals and families.

Topics

In this program you will fortify product and service knowledge and enhance communication skills to provide the best client experience possible. This includes the following:

  • In depth comparisons between Chubb and ISO coverages
  • Chubb service offerings and how they can benefit your clients
  • Enhancing communication effectiveness with teammates and clients / DiSC®
  • Collaborating with Chubb underwriting & utilizing Chubb SMEs
  • Working with a Family Office
  • Building Relationships

Audience

The Client Management School is a unique program for agency personnel who want to enhance their knowledge of Chubb products and services and whose roles include a strong focus on customer service and account retention. Basic insurance experience is required.

Please note that once you have submitted your application, it must be reviewed prior to acceptance.  You will be notified of your acceptance no later than 30 days prior to the start of the program.

Location

Virtual Sessions
Held weekly on Wednesdays at 2:00 PM Eastern (approx. 20 topics).

Pittsburgh Residentials: May 7-10 & Nov. 18-20
Chubb Pittsburgh Branch Office
120 Fifth Ave.
Pittsburgh, PA 15222

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 accepted into 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.

Town Place by BridgeStreet
424 Stanwix St.
Pittsburgh, PA 15222

Fairmont Pittsburgh
510 Market St.
Pittsburgh, PA 15222

Wyndham Grand Pittsburgh Downtown
600 Commonwealth Pl.
Pittsburgh, PA 15222

Renaissance Pittsburgh
107 6th St.
Pittsburgh, PA 15222

Hilton Garden Inn
250 Forbes Ave
Pittsburgh, PA 15222

Duration

This 7-month program consists of two in-person residential meetings, a minimum of 75% attendance for virtual training sessions and independent study assignments. All required.

Residential Session #1

This session will begin at 8:00 am on Tuesday, May 7, 2019 and conclude on Friday, May 10, 2019 at 2:30 pm.

Daily session times are as follows:
– Tuesday, May 7th – 8:00 am – 5:15 pm
– Wednesday, May 8th – 8:00 am – 5:15 pm
– Thursday, May 9th – 8:00 am – 7:00 pm
– Friday, May 10, 2018 – 8:00 am – 2:30 pm

If departing on the last day of the session, please book your flight after 5:00 pm to be respectful to the speakers and all other participants in the program.

Residential Session #2

This session will run from Nov. 18, 2019 – Nov. 20, 2019.
– Session times TBD

Virtual Sessions and Independent Study

There will be an agenda of approximately 20 1-hour virtual sessions during the 7 month program. It is mandatory that 75% of the virtual sessions are attended live. You will have access to a Virtual Academy platform that will house all the recorded sessions and provide independent study materials.

Tuition

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

All participants are responsible for their own travel expenses. Meals in session will be provided.

Attire

Casual business attire is appropriate for the program.

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.

Submit Your Application

Please note that once you have submitted your application, it must be reviewed prior to acceptance.  You will be notified of your acceptance no later than 30 days prior to the start of the program.

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

PRS Client Management School East 2019 0507-1120

Your Information

Registration for PRS Client Management School East 2019 05/07-11/20
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Details

Start:
May 7
End:
November 20
Event Category:

Venue

Chubb’s Pittsburgh Office (PA)
120 Fifth Ave.
Pittsburgh, PA 15222 United States
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