Unlocking the Leadership Code: Developing Essential Skills for Success – Alpharetta, GA

Topics

Kick-Off | In-Person

Sept. 15 – Sept. 16

In-Person, Alpharetta, GA

Field Training | Virtual

Sept. 21 – Oct. 26

Sept. 21 | Self-paced
Sept. 28 | 2 pm ET, Live
Oct. 5 | Self-paced
Oct.12 | 2 pm ET, Live
Oct. 19 | Self-paced
Oct. 26 | Self-paced

Wrap-up | Virtual

Nov. 2 | LIVE Virtual 2 pm ET

Audience

This program is designed for Chubb appointed agents and brokers, focusing on sales, service, and operations, who are either new to leadership or aspiring to transition into a management role within the next 1-2 years.

Faculty

Matthew O’Neill is the Chief Executive Officer of CX Synergy and Director of Customer Experience for OneDigital. Matt is a recognized leader in leadership development and facilitation within the insurance industry, dedicated to advancing the professional capabilities of insurance agents and brokers. He is renowned for his dynamic workshops and training programs, designed to provide rigorous sales training and skill development to insurance professionals committed to excellence.

A frequent keynote speaker at young agent conferences and next-generation programs, Matt shares valuable insights on building significant books of business and delivering exceptional customer experiences in today’s dynamic marketplace. His expertise in moderating panels on the future of the insurance industry, a role he fulfilled with nationally recognized independent agencies in his previous positions, has contributed significantly to his deep understanding of industry dynamics.

With over a decade of experience improving customer satisfaction and loyalty, Matt’s leadership has been instrumental in transforming customer experience journeys within independent agencies and carrier organizations. His work and methodologies drive growth and increase customer lifetime value, resulting in lasting brand loyalty. He authors the monthly LinkedIn newsletter, “A Journey to CX Synergy,” which focuses on enhancing the insurance industry’s perception and credibility through innovative customer experience strategies.

Matt’s work has been featured in industry magazines and podcasts, reinforcing his reputation as a key figure in redefining client engagement and stakeholder management within the insurance sector.

Ann Joyce, MAT, AINS, is a highly skilled insurance education facilitator with nearly 20 years of experience in the industry. She has worked in various roles on the broker and carrier sides, she currently serves as a Senior Learning Specialist for Chubb Agency Education, where she develops and delivers engaging and interactive education programs for Chubb-appointed producers, with a focus on Commercial Lines roles. In addition to her insurance training expertise, Ann is a Gallup Strengths Certified Coach. She has a passion for personal development and enjoys coaching individuals to unlock their full potential.

Location

Lodging

The following are hotels in the area. Participants are responsible for their own hotel accommodations and reservations. These are only suggestions; Chubb does not have a preferred rate at these hotels.

Duration

• Kick-off: In-person | Sept. 15 – 16
• Field Training | Sept. 21 – Oct. 26
• Wrap up: Virtual | Nov. 2

Tuition

Standard Tuition: $750
Cornerstone Tuition: $375

Attire

Casual business attire is appropriate for the program.

Registration

To register for the program, complete the form below and indicate your preferred payment method.

If you select check payment, please mail your tuition check in the amount of $750 ($375 for Cornerstone agencies) and include a copy of your registration confirmation or indicate the participants name and “Unlocking the Leadership Code: – Alpharetta, Sept. 2026” on the check. Send checks payable to ‘ACE American Insurance Company’ to:

Jessica Albert
Chubb Agency Education
202 Hall’s Mill Road
Building A – 2E
Whitehouse Station, NJ 08889-1600

If you select credit card payment you will receive an invoice via email with payment instructions within 10 business days. Invoices will come from the email address ‘service@paypal.com’ with ‘Invoice from Federal Insurance Co’ in the subject line. You may wish to whitelist this email address or check your spam folders after 10 days have passed.

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Unlocking the Leadership Code: Developing Essential Skills – Alpharetta, GA - 2026 0915-1102

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