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Combined Insurance CISA Account Associate in United States

Position: CISA Associate Account – Financial Lines
Education: 2-year college degree or equivalent job experience

Position Description : Chubb Insurance Solutions Agency (CISA) is seeking a highly motivated individual to assume the role of Commercial Lines Account Associate, focusing on Financial Lines. CISA is an agency licensed in all 50 states that administers The Chubb Access Program, which allows Chubb to strategically expand its agency base by providing managed access to Chubb via CISA for agents who do not have a full appointment with Chubb. Beyond the Chubb Access Program, CISA also administers other innovative programs designed to strategically position Chubb as a flexible leader in the marketplace.

This position requires an individual to be responsible for maintaining a renewal book of Financial Lines business, processing incoming endorsement requests, following up on open underwriting items and correspondence, soliciting additional lines of business, and other items necessary to maintaining a growing & profitable book of business. This role will also need to ensure all communication is well documented in the agency management system, take on special projects, and work as a cohesive team member with members of the sales team to meet department sales goals.

Performance Skills:

  • Excellent verbal, written, phone and interpersonal skills

  • Ability to set priorities and meet deadlines

  • Possess excellent organization and time management skills

  • Strong analytical and decision making ability

  • Excellent Customer Service Skills

  • Ability to work independently in a fast-paced team environment, adjusting to changing priorities

  • Must be able to ensure complete confidentiality

  • Strong negotiation skills

    Technical Skills:

  • PC Skills

  • Knowledge of Microsoft word and Excel

  • Ability to navigate agency management software

  • Knowledge of Financial Lines underwriting a plus


  • Team player

  • Problem solver

  • Resourceful

  • Personal accountability

  • Self-starter

    Essential Job Functions:

  • Maintain & manage renewal book of Financial Lines business

  • Handle endorsement processing on assigned renewal book

  • Engage with agency partners in a manner that promotes high customer satisfaction

  • Articulate renewal pricing, terms, & conditions that maximizes renewal retention and highlights Chubb’s value proposition

  • Document communication in an agency management system

  • Follow up on open items

Job: *Sales & Marketing

Title: CISA Account Associate

Location: null

Requisition ID: 326949