CISA Project Lead (Finance)
JOB DESCRIPTION
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. The Company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
Chubb Insurance Solutions Agency (CISA), a division of Chubb, is seeking a dynamic and proactive Project Lead to join our team. In this role, you will play a pivotal part in supporting our sales and service teams, developing impactful training programs, managing audits, and contributing to strategic initiatives. This is an exciting opportunity to collaborate across departments, influence key business outcomes, and grow your career in a fast-paced, innovative environment.
Key Responsibilities:
Project Management and Agent Support:
- Partner with the sales team and Business Development Managers to onboard and support new agents, ensuring they are equipped to meet sales targets.
- Monitor agent progress and provide ongoing support to maximize their contributions to the team's success.
- Collaborate with the marketing team to create and maintain comprehensive, user-friendly reference materials tailored for CISA Agents.
- Ensure materials are engaging, easy to understand, and enhance agents' knowledge of products and services.
- Design and implement reporting mechanisms to support the transition to CISA Regionalization for both sales and service teams.
- Analyze data to inform regional selection and strategy, driving efficiency and alignment across teams.
- Develop and manage training schedules for new hires, ensuring a seamless onboarding experience.
- Work closely with management to deliver impactful training sessions, manage organizational change, and establish workflows aligned with new initiatives.
- Prepare agendas for weekly huddles and meetings, ensuring data is gathered and reports are ready for leadership review.
- Monitor the effectiveness of workflows and training materials using the daily dashboard, gathering feedback to continuously improve resources.
- Utilize Chubb systems to identify opportunities for driving sales growth.
- Collaborate with Account Executives (AEs) in Sales and Service to implement recorded and in-person training sessions.
- Develop templates and resources to support AEs in selling new business and exploring cross-sell/upsell opportunities.
- Generate performance reports for the sales team, identify initiatives to enhance sales efforts, and facilitate brainstorming sessions to implement new strategies.
- Conduct audits for Personal and Commercial Surplus Lines, reviewing policies to ensure compliance and quality.
- Audit units including Personal Lines, Commercial Lines, Collector Vehicle, Farm & Ranch, and Agricultural Equipment.
- Identify opportunities to streamline the audit process while maintaining accuracy and compliance standards.
- Collaborate with compliance teams to audit other states and functions, ensuring no duplication of efforts.
- Prepare presentations and reports that reflect project progress, training outcomes, and areas for improvement.
- Provide actionable insights and recommendations to leadership based on data analysis and feedback.
QUALIFICATIONS
Qualifications:
- Bachelor's
ABOUT US
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
