CISA Compliance Specialist

Title: Surplus Lines Licensed Personal Lines Account Executive

Job Summary: We are seeking a highly motivated and skilled Surplus Lines Licensed Personal Lines Account Executive to join our team. As a key member of our organization, you will be responsible for managing and growing our personal lines insurance portfolio in the surplus lines market. The ideal candidate will possess a deep understanding of personal insurance coverages, excellent sales and customer service skills, and the ability to navigate complex regulatory requirements.

Responsibilities:

1. Sales and Business Development:
   • Proactively identify new business opportunities and develop strategic plans to expand the personal lines insurance portfolio.
   • Generate leads, conduct market research, and implement targeted sales strategies to acquire new clients.
   • Present insurance proposals, negotiate terms and conditions, and secure new policies.
   • Collaborate with marketing and communications teams to promote personal lines insurance offerings and strengthen the company's brand presence.
2. Surplus Lines Compliance:
   • Maintain a thorough understanding of surplus lines regulations and licensing requirements.
   • Ensure compliance with surplus lines regulations in all aspects of client interactions and policy placements.
   • Accurately and timely submit surplus lines reports and documentation as required by regulatory authorities.
   • Stay updated on industry trends and changes in regulatory guidelines to mitigate compliance risks.
3. Policy Administration:
   • Oversee the application and policy issuance process, ensuring accuracy, completeness, and adherence to regulatory requirements.
   • Review policy documents and endorsements for accuracy and compliance.
   • Collaborate with underwriting teams to assess risks and determine appropriate coverage options.
   • Manage policy renewals, endorsements, cancellations, and claims processes efficiently and effectively.

Requirements:

• A valid Surplus Lines License is essential.
• Bachelor's degree in a related field (such as business, finance, or insurance) is preferred.
• Proven experience (3+ years) as a Personal Lines Account Executive in the surplus lines market.
• In-depth knowledge of personal insurance coverages, including homeowners, auto, umbrella, and valuables insurance.
• Strong sales and relationship management skills, with a track record of achieving and exceeding business targets.
• Excellent communication and interpersonal skills to effectively interact with clients, underwriters, and other stakeholders.
• Ability to navigate and comply with complex regulatory requirements specific to surplus lines insurance.
• Detail-oriented with exceptional organizational and time management abilities.
• Proficient in insurance management systems and software.

This Surplus Lines Licensed Personal Lines Account Executive role offers an exciting opportunity to be part of a dynamic team, serving clients' personal insurance needs in the surplus lines market. If you have a passion for sales, deep industry knowledge, and the ability to excel in a compliance-driven environment, we invite you to apply and contribute to our continued success.

The pay range for the role is $ 62,200 to $105,800. The specific offer will depend on an applicant’s skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program.  Chubb offers a comprehensive benefits package, more details on which can be found on our careers website.  The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

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.