Personal Lines Practice Leader

Univest Financial Corporation•Montgomery Township, PA

11d•Hybrid

About The Position

Univest Insurance is seeking a Personal Lines Practice Leader to lead its team in Lansdale, Pennsylvania. The role involves coaching and developing staff, strengthening client and carrier relationships, and guiding the growth and performance of the personal lines business. The leader works with the agency principal and management team on the agency business plan and corporate initiatives, and provides guidance for integration with other Univest business lines. The position is accountable for compliance with applicable laws, regulations, and the Univest Code of Conduct.

Requirements

Current Pennsylvania Property & Casualty Insurance Producer License.
Thorough knowledge of personal lines underwriting and coverage forms.
Demonstrated successful management skills.
Ability to coach and develop staff.
Professional appearance, positive attitude, and effective communication skills.
Minimum 5 years of agency or carrier experience.

Nice To Haves

Insurance designation.

Responsibilities

Drive department performance toward customer retention and new business production goals through leadership, coaching, and ongoing monitoring of results.
Manage staff, including setting performance expectations and goals, monitoring employee and department results, and improving performance through coaching and regular feedback.
Hold regularly scheduled department meetings.
Use system reporting functions, including employee quality control and expiration reports.
Approve PTO and STD schedules.
Oversee and enforce adherence to personal lines procedures.
Provide training and assistance as needed.
Ensure compliance with insurance laws, personal lines procedures, and corporate compliance requirements.
Serve as the Personal Lines contact for the annual external compliance audit.
Foster successful relationships with insurance carriers.
Schedule carrier meetings and department visits.
Meet with carrier representatives to set goals and monitor results.
Participate in carrier training as needed.
Work with the agency principal and management team to support the agency business plan and corporate initiatives.
Provide guidance for integration with other Univest business lines.
Ensure compliance with laws and regulations applicable to the position, including the Univest Code of Conduct.
Perform other duties as assigned.

Benefits

Medical, dental, and vision coverage for single or family plans, beginning the first of the month following the start date.
401(k) plan with up to a 3% employer match after 6 months of employment.
15 days of paid time off annually, prorated in the first year.
12 weeks of short-term disability sick time with a doctor's note after 6 months of service.
11 paid holidays.
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.