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PRS Client Management School – Chicago, IL

April 24, 2023 - January 24, 2024

Chubb’s PRS Office (Chicago)


The 9 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.

We are excited to offer our Client Management School Kickoff and Capstone modules both in-person and virtually this year.  If you wish to attend the kickoff and final module in-person in our Chicago Office, please fill out the registration form below for the week of April 24 – 28, 2023 and the week of January 22 – 24, 2024.  If you wish to attend these sessions virtually, please fill out the registration form on this page.

*We will ONLY have the in-person sessions if the demand is there.  We will confirm if we are in-person by March 15th, 2023.  However, if you sign up for in-person and we DO NOT have the demand, then we will automatically move you to the virtual dates.


  • 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®


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.


Chubb’s Chicago Office
525 W Monroe
Chicago, IL 60661


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.  Chubb has not negotiated any special rates and does not endorse these particular hotels over others in the area. Participants are responsible for their own hotel accommodations and reservations.

JW Marriott Chicago
151 W Adams St
Chicago, IL 60603
(312) 660-8200

Residence Inn by Marriott
11 S La Salle Street
Chicago, IL 60603
(312) 223-8500


There are two in-person sessions for this program.

First Session
This session will begin at 12:00 pm on Monday, April 24, 2023 and conclude on Friday, April 28, 2023 at 2:00 pm.

Daily session times are as follows:
Monday, April 24, 2023 – 12:00 pm – 5:00pm
Tuesday, April 25, 2023 – 8:00 am – 5:00 pm
Wednesday, April 26, 2023 – 8:00 am – 5:00 pm
Thursday, April 27, 2023 – 8:00 am – 5:00 pm
Friday, April 28, 2023 – 8:00 am – 2:00 pm

Second Session
This session will begin at 9:00 am on Monday, January 22, 2024 and conclude on Wednesday, January 24, 2024 at 2:00 pm.

Daily session times are as follows:
Monday, January 22, 2024 – 9:00 am – 5:00 pm
Tuesday, January 23, 2024 – 9:00 am – 5:00 pm
Wednesday, January 24, 2024 – 8:30 am – 2:00 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 for the program is $750. For Cornerstone agents, tuition is waived for the first participant. All participants are responsible for their own travel expenses.


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

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

Online registration is closed for this event. Contact Jessica Albert (Jessica.Albert@Chubb.com) to inquire about availability.


April 24, 2023
January 24
Event Category:


Chubb’s PRS Office (Chicago)
525 W Monroe Street, Suite 700
Chicago, IL 60661 United States


Jessica Albert