Personal Lines Service Agent - Entry Level

Univest Financial Corporation•Montgomery Township, PA

10d•$45,000 - $50,000•Hybrid

About The Position

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.

Requirements

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

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

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: 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