Personal Lines Service Agent
Company: Univest Financial Corporation
Location: Coopersburg
Posted on: October 18, 2024
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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 CorpPersonal Lines
Service AgentUS-PA-CoopersburgJob ID: 6366Type: Full Time# of
Openings: 1Category: InsuranceUnivest 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.
ResponsibilitiesSeek 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 requiredQualificationsCurrent 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
#Univest#LI-Onsite 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. Please see job
descriptionPI251632177
Keywords: Univest Financial Corporation, Freeport , Personal Lines Service Agent, Sales , Coopersburg, New York
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