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September 2019

PRS Client Management School Canada – Toronto, ON

September 23, 2019 - April 22, 2020
Chubb’s Toronto Office (ON), 199 Bay Street, Suite 2500
Toronto, Ontario M5L 1E2 Canada
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Summary The 7-month PRS Client Management School is designed to provide client managers, new producers and personal lines managers with the tools to help them excel and differentiate in the competitive High Net Worth landscape. The program will enhance the participants personal lines knowledge and expertise when catering to the unique and highly sophisticated needs of successful individuals and families. Participants will learn to identify and verbalize, via examples and stories, the Chubb coverage and…

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November 2019

IWiL: Insurance Women in Leadership – West Point, NY

November 12 - November 14

Summary The workforce and markets are shifting and agency & broker executives can rise to meet new challenges by understanding strengths, influencing talent to excel, and inspiring positive change within organizational structures. IWiL participants will have the opportunity to partner with influential United States Military officers in a journey to define and refine their leadership styles and equip themselves to meet today’s ever changing business demands. Participants will be introduced to leadership models that can…

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Webinar | Raising Capital to Fuel Growth and Perpetuation

November 12 @ 2:00 pm - 3:00 pm EST

Webinar Summary More agencies than ever before are exploring the use of outside debt as a way to fund events that are commonplace in an agency’s life cycle: redeeming a large shareholder, financing new shareholder stock purchases, acquiring an agency, or buying an office building.  We will explore why and how your insurance agency should consider raising debt capital to fuel growth and ensure the successful perpetuation of your agency! Audience This webinar is designed…

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Webinar | Rediscover Market Dynamics: Perspectives of the Middle Market Q3 2019

November 21 @ 2:00 pm - 3:00 pm EST

Webinar Summary Join Chubb Commercial Insurance for discussion and insights from the Q3 2019 Middle Market Indicator Report. You'll learn about the challenges facing mid-market company executives across a variety of industries, expand your understanding of specific risks mid-market company executives are most concerned about, explore trends shaping the insurance industry today – and more. Audience This webinar is designed for Chubb appointed Agents and Brokers Faculty Thomas A. Stewart Executive Director | National Center…

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December 2019

PRS Development Program – Whitehouse Station, NJ

December 2 - December 6
Chubb Whitehouse Station (NJ), 202 Hall’s Mill Road
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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Webinar | Impact of Global Litigation Trends on Multinational D&O Insurance

December 3 @ 2:00 pm - 3:00 pm EST

Webinar Summary Liability claims against corporate directors and officers are an increasingly global phenomenon. A number of different factors are contributing to the globalization of D&O liability, including legislative changes, changes in regulatory enforcement activity, and the rise of litigation financing. Join us for a panel discussion that may help you articulate the challenges faced by clients in this evolving environment as we review recent cases that reflect: Global Regulatory Cooperation Collective Redress Measures around…

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CAPI 2019 Alumni Program – Optional Residential Session – Philadelphia, PA

December 10

Summary Is a refrigerator or home security system putting your client at risk? Maybe. While modern technology brings with it many conveniences, society’s reliance on technology has added risks and exposures that demand thoughtful foresight, planning and personal risk management. During the on-site CAPI alumni session, participants will expand their toolkit for addressing common objections and confusion about cyber exposures. They will explore cyber trends and risk mitigation tools that are available pre, during and…

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Webinar | Communications Fundamentals: How to be Heard in a Noisy World

December 12 @ 2:00 pm - 3:00 pm EST

Webinar Summary How many emails do you receive every day? What about instant messages and social media messages? How many meetings and conference calls do you attend? If it seems like the world is conspiring to distract you, you are not alone. Now, think about your clients, your agency colleagues and your carrier contacts and how distracted they are. How can you cut through the clutter and make your communications stand out to help you…

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January 2020

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

January 14, 2020 - December 10, 2020
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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February 2020

Commercial Insurance Basics – Newport Beach Office, Irvine, CA

February 3, 2020 - February 7, 2020
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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April 2020

Commercial Insurance Basics – Minneapolis, MN

April 6, 2020 - April 10, 2020
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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Commercial Insurance Basics – Branchburg, NJ

April 27, 2020 - May 1, 2020
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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May 2020

Leadership Experience at West Point – West Point, NY

May 4, 2020 - May 7, 2020
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, 2020 - May 13, 2020
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, 2020 - June 19, 2020
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

2020 Cyber COPE Insurance Certification (CCIC) Program

July 1, 2020 - February 28, 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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October 2020

Commercial Insurance Basics – San Ramon, CA

October 19, 2020 - October 23, 2020
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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