Licensing & Regulatory Associate (Producer Services)

Chubb; Philadelphia (Philadelphia County); On-site; USD 55,000 - 75,000; Full time

Job summary

Chubb in Philadelphia, PA seeks a Licensing & Regulatory Associate (Producer Services) to support producer licensing and appointment activities across US markets. You will help ensure regulatory compliance and accurate producer records in our systems, collaborating with field teams and the regulatory group.

The role covers onboarding new agents, maintaining producer codes, processing changes, and preparing termination letters, with emphasis on state requirements and documentation workflows.

Responsibilities

• Coordinate producer appointments and updates to ensure compliance with state requirements.
• Maintain internal copies of requests and documentation using established workflows.
• Process requests and ensure producer code changes are approved.
• Attend monthly PSPS training to strengthen collaboration between field teams and Producer Services.
• Process appointments, updates, and terminations per workflows and state requirements; prepare termination letters.
• Create records for current producers in internal systems using state websites for license validation.
• Address and resolve state renewal cleanup issues per established criteria; escalate to the manager and respond the same day.
• Resolve errors and implement changes identified during producer code audits.
• Initiate and ensure contractual documentation with Producer Services team.
• Collaborate with branch offices to keep producers compliant with state regulations and system requirements.
• Provide backup coverage for other Licensing and Regulatory specialists during peak periods.
• Participate in special projects as needed.

Job description

Licensing & Regulatory Associate (Producer Services) Philadelphia, PA

North America Producer Services oversees the full lifecycle of producer licensing and appointments, including new agent onboarding, producer code maintenance, and state-specific appointment fees, to support regulatory compliance and strong collaboration with field teams.

The Licensing & Regulatory Associate will support the development and execution of key compliance activities related to producer management systems.

Key Responsibilities (US, Canada, and combined assignments)

• Coordinate all aspects of producer appointments, including initiating new appointments, updating producer codes, processing terminations, and facilitating transfers to ensure accurate records and compliance with state regulatory requirements.
• Maintain internal copies of requests and related documentation using established workflows within applicable document repositories.
• Process requests and ensure all producer code changes are properly approved.
• Attend monthly Producer Services Pathway Series (PSPS) training to strengthen understanding of collaboration between field teams and Producer Services.
• Process requested appointments, updates, and terminations in accordance with departmental workflows, system protocols, and state requirements. Prepare termination letters for applicable individuals or agents.
• Create records for current producers in internal systems by using state websites for license validation and other required information.
• Address and resolve identified issues related to state renewal clean-up in accordance with established state criteria and departmental workflows. Escalate issues to the manager daily as they arise and provide timely responses to the regulatory team on the same day issues are resolved.
• Maintain internal copies of requests and related documentation using document repositories such as eDocs and SharePoint.
• Resolve errors and implement changes identified during producer code audits.
• Initiate and ensure contractual documentation, as assigned, in partnership with the Producer Services team.
• Collaborate with requestors in branch offices to help ensure Chubb’s producers remain compliant with state regulations and internal system requirements.
• Provide backup coverage for other Licensing and Regulatory specialists during periods of high volume and/or absences.
• Participate in special projects as needed.