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PRS Client Management School – Virtual

April 7, 2025 - February 12, 2026

Virtual

Summary

The 10 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 webinars 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

Online/Virtual

Duration

Session Date Time
Module 1 April 7 – 11, 2025 11:30 am – 5:30 pm ET
Module 2 February 10 – 12, 2026 11:30 am – 5:30 pm ET
Webinars Every Thursday 12:00 pm – 1:00 pm ET

Webinars and Independent Study

There will be an agenda of approximately 20 webinars during the 10 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 webinars.  This platform will also provide all your independent study.

Tuition

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

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    Details

    Start:
    April 7
    End:
    February 12, 2026
    Event Categories:
    , ,

    Venue

    Virtual

    Organizer

    Jessica Albert
    Phone
    908-572-2611