Insurance Agent

2 weeks ago

Lansdale, Pennsylvania, United States Univest Financial Corporation Full time
Job Title: Personal Lines Service Agent

Univest Financial Corp is seeking a highly motivated and customer-focused Personal Lines Service Agent to join our team. As a key member of our insurance team, you will be responsible for providing exceptional service to our clients, promoting a consultative approach to build credibility and establish relationships, and seeking to educate prospects and clients on the value of a well-crafted insurance program.

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
  • 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
  • Review renewals, including re-marketing when warranted, analyze policy coverages, and make suggestions as appropriate
  • Process new business, renewals, endorsements, cancellations, and documents through agency management system and company web-based software
  • Communicate and interact with clients by phone, in person, or in writing
  • Maintain and nurture good customer and company relations
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

Univest Financial Corp is an equal opportunity employer and welcomes applications from qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status.

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