Commercial Lines Assistant

Univest Financial Corporation • Coopersburg, PA

3d • Hybrid

About The Position

Join Univest Insurance as a Commercial Lines Assistant! At Univest Insurance, we’re more than an insurance agency, we’re a trusted neighbor, a supportive teammate, and a place where your work can make a meaningful difference. We’re looking for a detail-oriented, service-minded Commercial Lines Assistant to join us at our Coopersburg, PA office, where you’ll help support our insurance team, serve customers with care, and contribute to the strong relationships that define who we are. If you’re ready to bring your professionalism, organization, and positive energy to a team that values people and community, we invite you to apply today. Please note that this position will become hybrid after the initial training period of up to 6 months.

Requirements

• Current Pennsylvania Property and Casualty Insurance Producer license required; candidates who are not currently licensed must obtain licensure within 90 days of hire.
• Working knowledge of Word and Excel
• Professional appearance, strong interpersonal and communication skills, positive and professional attitude

Responsibilities

• Utilize agency management system and carrier websites to process new business, renewals, endorsements, and cancellations
• Issue auto id cards, certificates of insurance and evidence of property forms as requested
• Maintain electronic file storage
• Follow established agency policies and standard operating procedures
• Assist account managers and producers with day-to-day service of commercial customers and prospects
• Perform administrative support functions as directed
• Maintain and nurture good customer and company relations with both internal and external customers
• Responsible for compliance with the laws and regulations that apply to the position, including the Univest Code of Conduct
• Perform additional duties as required

Benefits

• 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
• Company paid life insurance
• Supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed