Personal Lines Service Agent

Univest Insurance Inc. is a full service insurance agency with offices in Coopersburg, Intercourse and Lansdale, PA as well as North Beach, MD. We offer protection for autos, homes, rentals, motorcycles, recreational vehicles, businesses, etc.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We are looking for a Personal Lines Service Agent to join our growing team of insurance professionals.

This position will be fully onsite and can work out of our Lansdale, PA offices.

Seek to educate prospects and clients on the value of a well-crafted insurance program. Promote a consultative approach to build credibility and establish relationships.

Adhere togoalsestablished in annual PL Service goals.

Anticipate andanswerto customer needs in a timely and professional manner.

Accept new business through referrals and seek cross-sell and win-back opportunities.

Ascertainprospects' insurance needs, inspecting current insurance policies, and providing coverage solutions.

Enter prospect and customer information into the proprietary agency management system and continue to document account as required.

Underwrite accounts adhering to insurance carriers' guidelines. Obtain Scoring Motor Vehicle Reports and CLUE reports as appropriate. Upload or forward submissions to the carrier for issuance.

Review renewals, including re-marketing when warranted, evaluatepolicy coverages, and make suggestions as appropriate, follow-up with companies and clients as needed.

Process new business, renewals, endorsements, cancellations, and documents through the agency management system and company web-based software.

Receive and process premium payments complying with appropriate workflow requirements.

Communicate and interact with clients by phone, in person, or in writing.

Communicate, meet, and interact with company personnel as appropriate.

Maintain andfostergood customer and company relations.

Adhere to workflow and departmental procedures.

Accountablefor compliance with laws and regulations that apply to the position including the Univest Code of Conduct.

Perform other duties as assigned.

Qualifications:

Current property and casualty license in Pennsylvania with a minimum of 3 years of customer service experience.

Thorough knowledge of personal lines insurance coverage and products; familiarity with ISO Personal Lines Manual and specific coverage forms.

Knowledge of rate-making and proven ability to operate comparative rating software and navigate carrier sites to confirm pricing.

Customer service focus with excellent communication, organization, problem-solving, and PC skills.

Professional appearance, positive and professional attitude.

P&C license required

Wage Range:

The salary for this position ranges from $35,300.00 to $61,300.00

Benefits Overview:

Univest offer's a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

Click here for Benefit Information

#Univest

#LI-Onsite

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

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