Business Risk Consultant

Univest Financial Corp; Lansdale (Montgomery County); Vor Ort; USD 55.000 - 90.000; Vollzeit

Benefits dieser Stelle

Health Insurance

401(k) plan with employer match

Paid Time Off

Short Term Disability

Holiday Time Off

Commissions

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Zusammenfassung

Univest Insurance Inc. in Lansdale, PA seeks a sales‑oriented Business Risk Consultant to identify and pursue commercial insurance opportunities, advise on risk management, and close sales. The role requires advanced communication skills and the ability to gather risk data for proposals.

This full-time position offers a commission-based compensation structure and a comprehensive benefits package. Qualified candidates will have experience in commercial insurance sales or related fields; college

Qualifikationen

• Proven ability to pursue and close sales.
• Three plus years’ experience in Commercial sales preferred, but not necessary.
• College graduate preferred.

Aufgaben

• Achieve objectives established in annual producer sales plan.
• Prospect for new business from existing databases.
• Contact prospects for the purpose of providing a quote and making sales appointments.
• Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records.
• Deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.
• Work with marketing department to complete company submissions.
• Stay informed of claims or service issues and become involved in resolutions when required.
• Participate in renewals, when appropriate by reviewing expiration listing with service person to determine appropriate action and collection of information to prepare renewal submissions.
• Maintain pipeline and weekly activity reports.
• Promote Univest in the community.
• Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
• Perform other specific duties as assigned.
• Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct

Kenntnisse

Advanced communication skills

Sales

Ausbildung

College graduate preferred

Jobbeschreibung

Univest Financial Corp

Business Risk Consultant

US-PA-Lansdale

Job ID: 7092

Type: Full Time

# of Openings: 1

Category: Insurance

Univest Insurance, LLC. Lansdale, PA

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 sales oriented individuals, with advanced communication skills, a thorough knowledge of insurance products (or ability to learn) and capable of pursuing and closing sales of new commercial lines accounts.

Responsibilities

Achieve objectives established in annual producer sales plan.

Prospect for new business from existing databases.

Contact prospects for the purpose of providing a quote and making sales appointments.

Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records.

Collect detailed risk and underwriting information including survey date and loss history.

Deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.

Work with marketing department to complete company submissions.

Stay informed of claims or service issues and become involved in resolutions when required.

Participate in renewals, when appropriate by reviewing expiration listing with service person to determine appropriate action and collection of information to prepare renewal submissions.

Maintain pipeline and weekly activity reports.

Promote Univest in the community.

Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.

Perform other specific duties as assigned.

Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct

Qualifications

Proven ability to pursue and close sales.

Three plus years’ experience in Commercial sales preferred, but not necessary.

College graduate preferred.

Wage Range:

This is a fully commissioned position

Benefits Overview

Univest offer's 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): 20 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• Commissions: paid monthly based on individual production
• 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

#Univest

#LI-Onsite

Equal Opportunity

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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