Business Risk Consultant

Univest Financial Corporation•Montgomery Township, PA

2d•Onsite

About The Position

Univest Insurance Inc. is seeking a sales-oriented Business Risk Consultant to pursue and close new commercial lines accounts. The role involves prospecting, assessing clients’ insurance needs and risks, preparing and delivering insurance proposals, and working with the marketing and service teams. The consultant is expected to meet sales-plan objectives, maintain activity and pipeline reports, support renewals as appropriate, stay informed about insurance industry developments, and promote Univest in the community. This is a fully commissioned position.

Requirements

Proven ability to pursue and close sales.
Advanced communication skills.
Thorough knowledge of insurance products or the ability to learn them.

Nice To Haves

Three or more years of Commercial sales experience is preferred but not necessary.
College graduate preferred.

Responsibilities

Achieve objectives established in the annual producer sales plan.
Prospect for new business from existing databases.
Contact prospects to provide quotes and make sales appointments.
Survey prospects to determine insurance needs, including reviewing current insurance policies and risk management plans and inspecting property, products, and records.
Collect detailed risk and underwriting information, including survey date and loss history.
Deliver formal insurance proposals detailing coverages, limits, deductibles, and other pertinent information.
Work with the marketing department to complete company submissions.
Stay informed of claims or service issues and become involved in resolutions when required.
Participate in renewals as appropriate by reviewing expiration listings with service personnel, determining appropriate action, and collecting information for renewal submissions.
Maintain a pipeline and weekly activity reports.
Promote Univest in the community.
Keep informed of industry developments by reviewing trade press and attending insurance carrier training meetings on new products.
Perform other specific duties as assigned.
Comply with laws and regulations applicable to the position, including the Univest Code of Conduct.

Benefits

Medical, dental, and vision insurance, with single or family coverage beginning the first of the month following the start date.
401(k) plan with up to a 3% employer match after six months of employment.
20 days of paid time off annually, prorated in the first year.
10 days annually of short-term disability sick time with a doctor's note, prorated in the first year.
11 paid holidays.
Monthly commissions based on individual production.
Company-paid life insurance and other supplemental insurance options.
Tuition reimbursement.
Employee wellness programs, including fitness club discounts and fitness tracker discounts or annual reimbursement.
Discounts on loan products.
Professional development trainings.