Personal Lines Service Agent at Univest Financial Corp in Coopersburg, Pennsylvania

Job Description:

·All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.


Univest Financial Corp


Personal Lines Service Agent

US-PA-Coopersburg

Job ID: 6366
Type: Full Time
# of Openings: 1
Category: Insurance
Univest Insurance, Inc.

Overview

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 will be fully onsite and can work out of our Coopersburg or Lansdale, PA offices.

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

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#Univest

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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.

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