Client Scheduling Coordinator, Personal Risk Services

The Client Scheduling Coordinator supports the business goals of the Risk Consulting Field Team and acts as a resource for agents, customers and internal partners related to the home inspection scheduling process.   The Client Scheduling Coordinator will be responsible for the scheduling of the home assessment process for their assigned territory ensuring work meets monthly/annual production and time service goals while providing exemplary customer service. 

Job Description

As the point of contact between Chubb and the customer throughout the home assessment scheduling process, this position requires a great deal of relationship building to create strong partnerships with internal and external business partners. The Client Scheduling Coordinator is accountable for managing the home assessment scheduling process in an assigned territory and for meeting monthly/yearly production and timeliness goals. To meet these expectations, the Client Scheduling Coordinator must be results driven, able to multi-task, work independently and diligent in making a high volume of outbound contacts daily (calls/emails) to secure appointments.

The Client Scheduling Coordinator is also responsible for managing the appointment setting process in their territory to  accommodate the needs of both our customers and business partners. The Client Scheduling Coordinator is responsible for functioning as a subject matter expert on the geography of their assigned territory and will work to ensure that appointments are scheduled logically and efficiently. The Client Scheduling Coordinator will be expected to become proficient in Outlook, RiskID, mapping technology, underwriting systems, Sharepoint, MS Teams, and the Chubb Village.

This position requires a high level of confidentiality and discretion regarding the services provided to our customers. Minimal travel for meetings may be required.

Department Business Hours: 8:00AM – 8:00PM

Competencies & Skills Required

• Superior customer service skills
• Excellent written and verbal communication
• The ability to maintain an exceptional phone presence when dealing with complex or difficult situations
• Excellent time management and organizational skills
• Proactive decision maker 
• Detail oriented 
• Ability to set priorities and manage multiple tasks
• Proven record of being a team player with the ability to independently resolve problems
• Strong negotiation skills with the ability to speak with customers and senior level business partners
• Strong business acumen 
• Forward thinking self-starter
• Strong analytical skills and ability to complete tasks with efficiency and accuracy
• Strong leadership skills
• Dependable with a proven track record
• Accepts accountability and practices good judgment
• Excellent phone skills for an outbound call environment
• Personal lines knowledge a plus

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.