Univest
Personal Lines Service Agent - Entry Level
Univest, Lansdale, Pennsylvania, United States, 19446
Personal Lines Service Agent
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 Lansdale, will become hybrid after the initial training period of up to 6 months. 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 Qualifications
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 Wage Range: The salary for this position ranges from $45,000 to $50,000 Benefits Overview: Univest offers a comprehensive benefits package that includes: 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 An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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 Lansdale, will become hybrid after the initial training period of up to 6 months. 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 Qualifications
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 Wage Range: The salary for this position ranges from $45,000 to $50,000 Benefits Overview: Univest offers a comprehensive benefits package that includes: 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 An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.