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PRS Client Management School – Virtual

February 22, 2021 - November 19, 2021

Summary

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 virtual 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

Virtual

Duration

First Session
This session will begin at 12:00 pm on Monday, February 22, 2021 and conclude on Friday, February 26, 2021 at 5:00 pm.

Daily session times are as follows:
Monday, February 22, 2021- 12:00 pm – 5:30pm
Tuesday, February 23, 2021 – 12:00 pm – 5:00 pm
Wednesday, February 24, 2021 – 12:00 pm – 5:30 pm
Thursday, February 25, 2021 – 12:00 pm – 5:00 pm
Friday, February 26, 2021 – 12:00 pm – 5:00 pm

Second Session
This session will begin at 12:00 pm on Monday, November 15, 2021 and conclude on Friday, November 19, 2021 at 5:00 pm.

Daily session times are as follows:
Monday, November 15, 2021 – 12:00 pm – 5:30 pm
Tuesday, November 16, 2021 – 12:00 pm – 5:00 pm
Wednesday, November 17, 2021 – 12:00 pm – 5:30 pm
Thursday, November 18, 2021 – 12:00 pm – 5:00 pm
Friday, November 19, 2021 – 12:00 pm – 5:00 pm

Please note that all times are EST

Webcasts and Independent Study

There will be an agenda of approximately 20 webcasts during the 9 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

The tuition for the PRS Client Management School is $750. For Cornerstone agencies, tuition is waived for the first participant.

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.

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PRS Client Management School - Virtual 2021 0125-1029

Your Information

Application for PRS Client Management School Virtual 2021 02/22-11/19
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Details

Start:
February 22, 2021
End:
November 19, 2021
Event Category:

Organizer

Jessica Albert
Phone:
908-572-2611