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[Cancelled] PRS Client Management School – Alpharetta, GA

March 23, 2020 - November 19, 2020

Chubb’s PRS Office (Alpharetta)

Please note that this event has been cancelled, if you are interested in alternate Client Management School dates & locations click View Catalog Page below to browse options.

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

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. Participants with at least one year of experience will benefit most from this program. You will be notified of your acceptance no later than 30 days prior to the start of the program.

Location

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

11575 Great Oaks Way, Suite 200
Alpharetta, GA 30022

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.

Staybridge Suites
3980 North Point Parkway
Alpharetta, GA  30005
.81 miles from the office

Embassy Suites Atlanta – Alpharetta
5955 North Point Parkway
Alpharetta, GA  30022
.98 miles from the office

Hilton Garden Inn Atlanta North Point
10975 Georgia Lane
Alpharetta, GA  30022
1.1 miles from the office

Holiday Inn & Suites Alpharetta
12505 Innovation Way
Alpharetta, GA  30004
1.94 miles from the office

DoubleTree Alpharetta
2925 Jordan Court
Alpharetta, GA  30004
1.98 miles from the office

Duration

There are two in-person sessions for this program.

First Session
This session will begin at 1:00 pm on Monday, March 23, 2020 and conclude on Friday, March 27, 2020 at 12:00 pm.

Daily session times are as follows:
Monday, March 23, 2020- 1:00 pm – 5:00pm
Tuesday, March 24, 2020 – 8:00 am – 5:00 pm
Wednesday, March 25, 2020 – 8:00 am – 5:00 pm
Thursday, March 26, 2020 – 8:00 am – 5:00 pm
Friday, March 27, 2020 – 8:00 am – 12:00 pm

Second Session
This session will begin at 9:00 am on Tuesday, November 17, 2020 and conclude on Thursday, November 19, 2020 at 3:00 pm.

Daily session times are as follows:
Tuesday, November 17, 2020 – 9:00 am – 5:00 pm
Wednesday, November 18, 2020 – 9:00 am – 5:00 pm
Thursday, November 19, 2020 – 8:30 am – 3:00 pm

If you are making flight arrangements, please make sure you do not book a departure time before 5:00 pm.

Webcasts and Independent Study

There will be an agenda of approximately 20 webcasts during the 7 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 $750. 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.

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

This event has been cancelled. View alternative options here.

Details

Start:
March 23, 2020
End:
November 19, 2020
Event Category:

Venue

Chubb’s PRS Office (Alpharetta)
11575 Great Oaks Way, Suite 200
Alpharetta, GA 30022 United States
+ Google Map

Organizer

Jessica Albert
Phone
908-572-2611