Commercial Lines Senior Account Manager

Univest Financial Corporation • Montgomery Township, PA

4d • Hybrid

About The Position

At Univest Insurance, we’re committed to helping individuals, families, and businesses protect what matters most through trusted guidance, personalized solutions, and exceptional service. We’re looking for a knowledgeable and relationship-focused Commercial Lines Senior Account Manager to join our Lansdale team. In this role, you’ll serve as a key partner to clients and carriers, providing proactive support, thoughtful coverage guidance, and a service experience that reflects Univest’s commitment to care, integrity, and community.

Requirements

• Current PA State Property and Casualty insurance producer license and minimum of 5 years previous agency or company experience
• Thorough knowledge of basic lines of insurance coverage and products
• Familiarity with the Commercial Lines Manual and specific coverage forms
• Understand rate making and proven ability to operate company specific rating software
• 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
• Provide front line service for book of business assigned to you by anticipating and responding to customer needs in a timely and professional manner.
• Follow established agency policies and standard operating procedures
• Analyze policy coverage, rates as required, and make changes as appropriate
• Coordinate the marketing and placing of coverage with direction from Account Executive
• Communicate, meet, and interact with company personnel as appropriate
• Responsible for maintaining company underwriting, rating, marketing, bulletins, forms, and correspondence for company(ies) assigned and distributing information within the agency as necessary
• Maintain and nurture good customer and company relations
• Communicate and interact with client by phone, in person, or in writing
• Prepare proposals, finance agreements as required
• Responsible for compliance with 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
• Short Term Disability: 12 weeks of sick time with a doctors note
• 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: Senior
• Education Level: No Education Listed