The Producer Services department works to onboard new producer to Chubb. Once these producers are onboarded, Producer Services is tasked with maintaining the data and making sure that all producers are properly contracted to do business with Chubb.

Key Responsibilities Include:

Canada Onboarding – On board new producers to Chubb Canada. 

• Review application 
• Send onboarding package 
• Create and send Agreement through DocuSign 
• Create codes in PAS and Producer
• Verify license information and add to PAS 

Agreements and Amendments

• Prepare agreements for existing producers or new producers not currently part of the new onboarding process. As well as agreements for the Combined Insurance Agency’s two programs.
• Prepare amendments for all existing Chubb producers and Combined Insurance Agency’s two programs.
• Send all documents via DocuSign
• Triage Department Mailboxes to make sure all requests get to the proper specialist or department. 
• Prepare and send termination letters for CISA only producers and back up for termination letters for all existing Chubb producers 
• Work on special projects as needed for the department 

Licensing Specialist Duties:

• Back-up to cover PTO days and help with excessive workloads to minimize turnaround time.
  • Process requests for appointments and appointment terminations
  • Clear renewal issues for appointments and appointment terminations
  • Send documentation to producers regarding their appointment and appointment terminations
  • Work with branches and business development groups to make sure producers are in compliance with state regulations.