Personal Lines Service Agent

Overview:

 

At Univest Insurance, we believe great service starts with great relationships, and our Personal Lines Service Agent plays an important role in helping clients feel supported, informed, and confident in their insurance decisions. If you are a licensed insurance professional who enjoys solving problems, building trust, and providing thoughtful service, we would love to meet you. This opportunity will be fully in person for a minimum of six months, giving you the chance to learn our team, our systems, and The Univest Way firsthand. If you are ready to bring your personal lines experience to a company that values connection, care, and community, we invite you to apply today.

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.  Provide coverage solutions for changing exposures.

                       

Enter 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.

 

Provide support to Sales Team per structured workflow in Epic.

 

Review renewals, including offering remarketing 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 and company personnel by phone, in person, or in writing

           

Adhere to workflow and departmental procedures, maintaining 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 insurance license in Pennsylvania, or ability to obtain one within the first 90 days of hire, with a minimum of 1 year of customer service experience.

 

Position requires 6 months of in-office training, with eligibility for a hybrid schedule of up to 2 work-from-home days per week after successful completion of training.

 

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

 

Exhibits excellent communication, organization, problem solving, and PC skills, proficiency in multi-tasking

 

Professional appearance, positive attitude and team-focused mentality

 

 

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: 12 weeks of sick time with a doctors note (prorated your first year)

 

Holiday Time Off: 11 paid holidays

 

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

Click here for Benefit Information

 

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#LI-Hybrid

 

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

 

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