JOB Summary 

The Agency Director (AD) is primarily responsible for driving overall executive direction of the Agency’s performance in the assigned market(s), in premium & policyholder growth, organizational development, in accordance with Independent Agency policies and systems. 

 

The AD will manage and develop Agency Leaders (AL) in an assigned territory. The AD will also collaborate with ALs to support Agency Coordinators (AC) and Independent Agents (IA) to ensure each market is operated at optimum level in terms of production and sourcing & appointment of IAs. 

 

The AD will assist in the development and delivery of optional training and education initiatives for Agency Coordinators and Independent Agents.

 

Responsibilities 

Executive Sales Direction

Oversee the coordination of all aspects of sales, training, and operational support for all levels of their sales organization. Help establish the general direction of their assigned market(s).  Assess and adapt plans and priorities to address service gaps and/or operational challenges.

 

Sourcing & Development

Provide support to the ALs and ACs with sourcing prospective new Independent Agent candidates and independent agencies to sell Combined products.  Make recommendations on accepting/rejecting candidates for appointment as Independent Agents. Work with ALs to identify targeted training needs.

 

Administrative Support

Ensure customer service requests received at Market Office are handled appropriately.  Work with ALs to ensure administration and implementation queries are channeled appropriately. Support ACs and Independent Agents with sales tools and their implementation.

 

Other

Analyze and manage performance of all levels (Individual Sales Agents, Agency Leaders and Agency Coordinators) of the assigned territory. Works with Carrier Compliance team to ensure that agency sales are done in compliant manner and in accordance with state regulators. Serve as the main conduit to ask carrier for service and answering questions about operations and implementation.

 

COMPETENCIES 

Business Acumen:  The ability to apply technical expertise, special knowledge, maturity and judgment to business issues and, as a result, improve Chubb and/or team performance. Demonstrates technical, business and market knowledge and leverages it to Chubb’s advantage.  Is analytical, data-driven and fact-based in decision-making. Remains an active student of the Chubb Insurance business.  Maintains both a “big picture” perspective and a detailed operational understanding of one’s own area of responsibility. Influence: Understands how the company works, manages the matrix, and collaborates with and influences others to get things done, even without formal authority.  Communicates effectively and passionately about our business.  Is able to persuade, convince and influence people on important issues.  Anticipates and prepares for how others will react and can overcome resistance. Deepens relationships at all levels – within Chubb and outside. Inclusive Team Leadership:  Effectively manages the performance of all team members, motivating and inspiring others toward achieving specific goals. Is able to adapt leadership style to individual differences and preferences; allows for divergent views and manages constructive conflict. Fosters high collaboration within own team and across the company; constantly acts and thinks “One Chubb”.  Defines clear roles and responsibilities while holding others to high performance standards.  Has an inclusive mindset; creates and maintains an inclusive environment of teamwork and collaboration that is motivating for others.  Takes a genuine interest in employees, providing them with feedback and opportunities to support their professional development. Actively seeks to build a diverse team and leverages different capabilities. Execution: Effectively and efficiently uses personal initiative, managerial authority and organizational resources to deliver on commitments.  Continuously reviews operating plans and measures results.   Creates a clear line of sight between individual actions and the broader business goals.  Pushes oneself and others to deliver results.  Does not tolerate mediocre performance – taking appropriate action with those who are not meeting.  Expectations. Ownership: Takes full accountability for achieving (or failing to achieve) desired results.  Maintains momentum under pressure and shows persistence in overcoming obstacles.  Uses constructive feedback to improve performance and results.  Accepts accountability for team success or failure. Is optimistic about the future of Chubb and takes personal pride in the company. Integrity & Courage:  Upholds and models Chubb values, even in challenging situations, when making decisions and communicating to others.  Sets a good ethical example and acts as a role model for others, even when it’s difficult to do so.  Is direct, truthful and widely trusted.  Demonstrates confidence in one’s own opinion, analysis or point of view.  Raises difficult issues with others in order to improve business performance. Strategic Focus:  Incorporates a long-term perspective on Chubb and the markets in which Chubb operates into both planning and execution.  Understands how one’s own team, unit or function fits into the broader Chubb strategy and sets priorities accordingly.  Anticipates future trends and builds or adjusts business plans accordingly. Creates a compelling picture of the future that inspires others.  Uses customer and client insights to adjust and/or drive product and service solutions.

Education and Experience 

Stable work history & proven success Minimum of 7 years Insurance Sales & Management experience required Demonstrated leadership skills Intermediate PC skills required College Degree preferred Life, Accident, and Health license required prior to employment date