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January 2020

2020 Certified Advisor of Personal Insurance (CAPI) Program – Philadelphia, PA

January 14 - December 10
Steinberg Conference Center, Univ. of Pennsylvania, 255 South 38th Street
Philadelphia, 19104 United States
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Summary Chubb Personal Risk Services, in partnership with the Wharton School of the University of Pennsylvania, Aresty Institute of Executive Education, is offering the Certified Advisor of Personal Insurance (CAPI) designation program, a comprehensive educational curriculum intended for high performing insurance professionals. Featuring faculty members of the Wharton School and the Wharton Wealth Management Initiative at Wharton Executive Education, as well as numerous experts in high net worth insurance, the program offers both a breadth…

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[Waitlist] Why Rate? Helping Your Clients Understand the Market – San Francisco , CA

January 21 @ 1:00 pm - 3:30 pm PST
Chubb San Francisco Office, 455 Market Street, Suite 500
San Francisco, CA 94105 United States

Summary Projections indicate that the property & casualty insurance market will continue to be to be impacted by a number of factors including persistent low interest rates, inadequate pricing, and rising claim frequency and severity in a number of key lines. This reality can require difficult conversations with clients who may not appreciate the complex underlying market forces that drive the need for rate adequacy. In this program you’ll learn a two-pronged approach for the…

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February 2020

[FULL – Waitlist] Commercial Insurance Basics – Newport Beach Office, Irvine, CA

February 3 - February 7
Chubb’s Newport Beach Office, 7700 Irvine Center Drive, Suite 900
Irvine, CA 92618 United States
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Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry.  Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge.  They will improve their ability to identify…

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Webinar | Attract & Retain the Best People: How Simplicity Wins the Brawl for Talent

February 11 @ 2:00 pm - 3:00 pm EST

Webinar Summary Competition for talent in the insurance marketplace is ferocious and never-ending. If your message to qualified prospective employees isn’t simple and differentiated, why should they consider joining your organization? The winners of the talent brawl will have pristine messaging, a ‘different and better’ offer beyond compensation, and be ultra-confident in their positioning. How does your organization match up? A hiring strategy that uses ‘Simplicity’ dynamics to streamline and empower your collective efforts will…

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PRS Sales Program – Tampa, FL

February 24 - February 26
Chubb’s PRS Office (Tampa), 3000 Bayport Drive, Suite 700
Tampa, FL 33607 United States
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Summary Chubb’s Personal Risk Services Sales Program is a three-day program designed to enhance the sales and networking skills of agency staff while providing a competitive advantage for those who generate new lead sources and center of influence relationships as part of their responsibilities. Topics After attending the PRS Sales Program you will be able to: Sell with confidence to successful individuals and centers of influence Utilize a consultative sales process Assess the affluent market…

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March 2020

PRS Client Management School – Whitehouse Station, NJ

March 16 - November 12
Chubb’s PRS Office (Whitehouse Station), 202 Halls Mill Road, Building A
Whitehouse Station, NJ 08889 United States
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Summary The 7 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…

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PRS Client Management School – Alpharetta, GA

March 23 - November 19
Chubb’s PRS Office (Alpharetta), 11575 Great Oaks Way, Suite 200
Alpharetta, GA 30022 United States
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Summary The 7 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…

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PRS Client Management School – San Diego, CA

March 30 - December 3
Chubb’s PRS Office (San Diego), 9655 Granite Ridge Drive, Suite 400
San Diego, CA 92123 United States
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Summary The 7 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…

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April 2020

Commercial Insurance Basics – Minneapolis, MN

April 6 - April 10
Chubb’s Minneapolis Office (MN), 100 South 5th Street, Suite 1700
Minneapolis, MN 55402 United States
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Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry.  Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge.  They will improve their ability to identify…

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Music City Innovation – Nashville, TN

April 22 - April 23
Vanderbilt University, 401 21st Ave.
Nashville, TN 37203 United States
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Summary The property and casualty insurance industry is changing at a rapid pace. Over the next 10 years, 50% of industry employees will be eligible to retire.  Distribution models are evolving and analytics is playing an increasing role on both the carrier and agency side of the business.  The importance of attracting new talent, assessing future opportunities and buyer preferences has never been greater.  Is your organization structured to evolve with these changes? In this…

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Commercial Insurance Basics – Branchburg, NJ

April 27 - May 1
Chubb’s Global Learning Centre, 35 Columbia Road
Branchburg, NJ 08876 United States
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Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry.  Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge.  They will improve their ability to identify…

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PRS Development Program – San Diego, CA

April 27 - May 1
Chubb’s PRS Office (San Diego), 9655 Granite Ridge Drive, Suite 400
San Diego, CA 92123 United States
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Summary Chubb's Personal Risk Services Development Program is a five-day program designed to help develop the skills and expertise necessary to effectively differentiate Chubb’s products and services using storytelling techniques. The program focuses on enhancing the producer’s knowledge of Chubb’s sellable differences, aligning coverages to clients’ needs, and developing a personal sales story. Selling the Difference Participants will learn about Chubb’s personal product line, gaining an understanding of how the distinctive coverages and features meet the unique…

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May 2020

Leadership Experience at West Point – West Point, NY

May 4 - May 7
United States Military Academy – Historic Thayer Hotel, 674 Thayer Rd.
West Point, NY 10996 United States
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Summary The U.S. Army coined the acronym VUCA in the 1990s to describe the post-Cold War operational environment: Volatile, Uncertain, Complex and Ambiguous. Under these conditions the Army developed doctrines and procedures that allowed leaders at all levels to respond effectively. You are invited to join Chubb Agency Education and Thayer Leader Development Group to explore lessons of the past and apply them to present day leadership and business challenges facing our rapidly changing insurance…

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Strategic Finance – Philadelphia, PA

May 12 - May 13
Chubb’s Philadelphia Office (PA), 436 Walnut Street
Philadelphia, PA 19106 United States
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Summary This two-day class is designed to: Sharpen your ability to review the financial reports of prospects and clients Enhance your credibility with key decision-makers (speak their language), be a “trusted advisor” Maximize your ability to identify long-term, successful clients Increase your comfort with the world of financial analysis Use annual reports/online resources, if available, for risk AND opportunity identification Master financial terminology and better understand drivers of Moody’s/credit ratings. Participants will not only dive…

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June 2020

Commercial Insurance Basics – Schaumburg, IL

June 15 - June 19
Chubb’s Schaumburg Office (IL), 425 N. Martingale Road, Suite 500
Schaumburg, IL 60173 United States
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Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry.  Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge.  They will improve their ability to identify…

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July 2020

PRS Development Program – Whitehouse Station, NJ

July 27 - July 31
Chubb’s PRS Office (Whitehouse Station), 202 Halls Mill Road, Building A
Whitehouse Station, NJ 08889 United States
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ChubbC Summary Chubb's Personal Risk Services Development Program is a five-day program designed to help develop the skills and expertise necessary to effectively differentiate Chubb’s products and services using storytelling techniques. The program focuses on enhancing the producer’s knowledge of Chubb’s sellable differences, aligning coverages to clients’ needs, and developing a personal sales story. Selling the Difference Participants will learn about Chubb’s personal product line, gaining an understanding of how the distinctive coverages and features meet the…

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2020 Cyber COPE Insurance Certification (CCIC) Program

July 29, 2020 - March 12, 2021

Summary The Cyber COPE Insurance Certification℠ (CCIC) provides Chubb brokers and agents with an understanding of industry best practices in cyber security risk management, governance and operations. In this program students will learn what high-performing advisors need to know in order to thrive in their roles, including how to interact with executive leadership of potential customers, how to provide analysis and support in effective cyber risk management, and approaches for building and maintaining strong relationships…

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September 2020

PRS Development Program – Whitehouse Station, NJ

September 21 - September 25
Chubb’s PRS Office (Whitehouse Station), 202 Halls Mill Road, Building A
Whitehouse Station, NJ 08889 United States
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Summary Chubb's Personal Risk Services Development Program is a five-day program designed to help develop the skills and expertise necessary to effectively differentiate Chubb’s products and services using storytelling techniques. The program focuses on enhancing the producer’s knowledge of Chubb’s sellable differences, aligning coverages to clients’ needs, and developing a personal sales story. Selling the Difference Participants will learn about Chubb’s personal product line, gaining an understanding of how the distinctive coverages and features meet the unique…

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October 2020

Commercial Insurance Basics – San Ramon, CA

October 19 - October 23
Chubb’s San Ramon, CA office, 2603 Camino Ramon, Suite 300
San Ramon, CA 94583 United States
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Summary This intense, one-week core commercial coverage program is designed to give those new to insurance a competitive edge in the industry.  Also appropriate for anyone needing an ISO refresher, such as Account Managers, Account Executives and CSR’s, participants will benefit from an in-depth study of ISO commercial coverage forms. At the end of this week, participants will have a strong foundation of ISO commercial insurance coverage knowledge.  They will improve their ability to identify…

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PRS Sales Program – Chicago, IL

October 20 - October 22
Chubb’s PRS Office (Chicago), 525 W Monroe Street, Suite 700
Chicago, IL 60661 United States
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Summary Chubb’s Personal Risk Services Sales Program is a three-day program designed to enhance the sales and networking skills of agency staff while providing a competitive advantage for those who generate new lead sources and center of influence relationships as part of their responsibilities. Topics After attending the PRS Sales Program you will be able to: Sell with confidence to successful individuals and centers of influence Utilize a consultative sales process Assess the affluent market…

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