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PRS Client Management School – Whitehouse Station, NJ

March 11, 2024 - January 29, 2025

Chubb’s PRS Office (Whitehouse Station)


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


  • 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.


Participants are responsible for their own travel expenses and for making their own travel arrangements.

In the event that you need hotel accommodations, some suggested hotels located in the area are listed below. 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.

Marriott Courtyard
300 Corporate Drive
Lebanon, NJ 08833
(908) 236-8500

Hyatt House
3141 Route 22 East
Branchburg, NJ 08876
(908) 704-2191

Hilton Homewood Suites
968 Route 202 South
Branchburg, NJ
(908) 253-9400


There are two in-person sessions for this program.

First Session
This session will begin at 12:00 pm on Monday, March 11, 2024 and conclude on Friday, March 15, 2024 at 2:00 pm.

Daily session times are as follows:
Monday, March 11, 2024 – 12:00 pm – 5:00pm
Tuesday, March 12, 2024 – 8:00 am – 5:00 pm
Wednesday, March 13, 2024 – 8:00 am – 5:00 pm
Thursday, March 14, 2024 – 8:00 am – 5:00 pm
Friday, March 15, 2024 – 8:00 am – 2:00 pm

Second Session
This session will begin at 9:00 am on Monday, January 27, 2025 and conclude on Wednesday, January 29, 2025 at 2:00 pm.

Daily session times are as follows:
Monday, January 27, 2025 – 9:00 am – 5:00 pm
Tuesday, January 28, 2025 – 9:00 am – 5:00 pm
Wednesday, January 29, 2025 – 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.


To register for the program, complete the form below and indicate your preferred payment method. If you selected check payment, please mail your tuition check in the amount of $750 and include a copy of your registration confirmation or indicate the participants name and “CMS WHS 2024” on the check. If you selected credit card payment you will receive an invoice with online payment instructions via email within 10 business days. 

Jessica Albert
Chubb Agency Education
202B Hall’s Mill Road
Whitehouse Station, NJ 08889-1600

Log in or create an account for faster registration and access to premium content.Online registration is closed for this event. Contact Janet Ayers (jayers@chubb.com) to inquire about availability.


March 11
January 29, 2025
Event Category:


Chubb’s PRS Office (Whitehouse Station)
202 Halls Mill Road, Building A
Whitehouse Station, NJ 08889 United States


Jessica Albert