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[Cancelled] PRS Client Management School – San Diego, CA

March 30, 2020 - December 3, 2020

Chubb’s PRS Office (San Diego)

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.

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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:

9655 Granite Ridge Drive, Suite 400
San Diego, CA 92123

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.

Hilton Garden Inn San Diego Mission Valley Stadium
3805 Murphy Canyon Rd
San Diego, CA 92123
(858) 278-9300

San Diego Marriott Mission Valley
8757 Rio San Diego Dr
San Diego, CA 92108
(619) 692-3800

Courtyard by Marriott San Diego Central
8651 Spectrum Center Blvd
San Diego, CA 92123
(858) 573-0700

Duration

There are two in-person sessions for this program.

First Session
This session will begin at 1:00 pm on Monday, March 30, 2020 and conclude on Friday, April 3, 2020 at 12:00 pm.

Daily session times are as follows:
Monday, March 30, 2020- 12:00 pm – 5:00pm
Tuesday, March 31, 2020 – 8:00 am – 5:00 pm
Wednesday, April 1, 2020 – 8:00 am – 5:00 pm
Thursday, April 2, 2020 – 8:00 am – 5:00 pm
Friday, April 3, 2020 – 8:00 am – 2:00 pm

Second Session
This session will begin at 9:00 am on Tuesday, December 1, 2020 and conclude on Thursday, December 3, 2020 at 3:00 pm.

Daily session times are as follows:
Tuesday, December 1, 2020 – 9:00 am – 5:00 pm
Wednesday, December 2, 2020 – 9:00 am – 5:00 pm
Thursday, December 3, 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.

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PRS Client Management School West Coast 2020 03/30-12/3

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Details

Start:
March 30, 2020
End:
December 3, 2020
Event Category:

Venue

Chubb’s PRS Office (San Diego)
9655 Granite Ridge Drive, Suite 400
San Diego, CA 92123 United States + Google Map

Organizer

Jessica Albert
Phone
908-572-2611