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PRS Client Management School – Virtual

March 18, 2024 - January 31, 2025



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.

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 Whitehouse Station Office, please fill out the registration form on this page for the week of March 11 – 15, 2024 and again the week of January 27 – 29th, 2025.  If you wish to attend these sessions virtually, fill out the registration form below.


  • 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.




First Session
This session will begin on Monday, March 18, 2024 and conclude on Friday, March 22, 2024.

Daily session times are as follows:
Monday, March 18, 2024 – 11:30 am – 5:30 pm
Tuesday, March 19, 2024 – 11:30 am – 5:30 pm
Wednesday, March 20, 2024 – 11:30 am – 5:30 pm
Thursday, March 21, 2024 –11:30 am – 5:30 pm
Friday, March 22, 2024 – 11:30 am – 5:15 pm

Second Session
This session will begin at 1:00 pm on Wednesday, January 29, 2025 and conclude on Friday, January 31, 2025.

Daily session times are as follows:
Wednesday, January 29, 2025 – 1:00 pm – 5:00 pm
Thursday, January 30, 2025 – 1:00 pm – 5:00 pm
Friday, January 31, 2025 – 1:00 pm – 5:00 pm

Please note that all times are ET

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 for the program is $750. For Personal Lines Cornerstone agents, 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

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

Online registration is now closed for this event. Contact Ellen Kroesen (ellen.kroesen@chubb.com) to inquire about availability.


March 18
January 31, 2025
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Jessica Albert