Personal Lines Service Agent - Entry Level

Univest Corporation of PA • Lansdale, PA • 4h ago

Univest Financial Corp Personal Lines Service Agent - Entry Level US-PA-Lansdale

Job ID: 6792 Type: Full Time

of Openings: 1

Category: Insurance Univest Insurance, LLC. Lansdale, PA

Overview 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, located in Landsale, will become hybrid after the initial training period of up to 6 months.

Responsibilities 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 to objectives established in annual PL Service goals.

Anticipate and respond to customer needs in a timely and professional manner

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

Determine prospects insurance needs, inspecting current insurance policies, and providing coverage solutions.

Enter prospect and customer information into 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 carrier for issuance.

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

Process new business, renewals, endorsements, cancellations, and documents through 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 and nurture good customer and company relations

Adhere to workflow and departmental procedures.

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Perform additional duties as required

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

Wage Range:

The salary for this position ranges from $45,000 to $50,000

Benefits Overview:

Univest offers 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: 720 hours of sick time with a doctors note after 6 months of service

Holiday Time Off: 11 paid holidays

Commissions: paid quarterly based on individual and team production

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

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