Personal Lines Sales Advisor

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 Sales Advisor to join our growing team of insurance professionals.  

This position will become hybrid following a training period and will work in our Lansdale Insurance office.  

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 sales goals. 

Solicit new business through referrals from integration partners & other sources, as well as 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.  

Anticipate and respond to customer service needs in a timely and professional manner 

Review renewals, including re-marketing when warranted, analyze policy coverage 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 sales 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 

Demonstrated sales-focused aptitude with excellent communication, organization, problem solving, and PC skills 

Professional appearance, positive and professional attitude 

Click here for Benefit Information

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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.