Commercial Lines Senior Account Manager

Univest Financial Corporation; Lansdale (Montgomery County); Presencial; USD 59 000 - 72 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health Insurance

401(k) with up to 3% employer match

PTO 15 days annually

Short Term Disability

Holiday time off

Resumo da oferta

Univest Insurance in Lansdale is seeking a Commercial Lines Senior Account Manager to serve as a key partner to clients and carriers. You will provide proactive coverage guidance, service a book of business, and work closely with the Account Executive on marketing and placement of policies.

The role requires a PA Property & Casualty license and 5+ years in an insurance setting, with strong knowledge of policy forms and rating. Hybrid work available in the Lansdale area.

Qualificações

• Current PA State Property and Casualty insurance producer license
• 5+ years of agency or company experience in commercial lines
• Strong knowledge of insurance coverage forms and rating concepts

Responsabilidades

• Process new business, renewals, endorsements, and cancellations using agency management systems and carrier portals
• Provide front-line service for book of business with timely, professional response
• Coordinate marketing and placement of coverage as directed by Account Executive
• Maintain underwriting, rating, and forms; distribute information within the agency
• Build and maintain strong client and carrier relationships and communicate effectively with stakeholders

Conhecimentos

Relationship management

Communication skills

Insurance knowledge

Formação académica

PA Property and Casualty license

Ferramentas

Word

Excel

Descrição da oferta de emprego

Overview

At Univest Insurance, we’re committed to helping individuals, families, and businesses protect what matters most through trusted guidance, personalized solutions, and exceptional service. We’re looking for a knowledgeable and relationship-focused Commercial Lines Senior Account Manager to join our Lansdale team. In this role, you’ll serve as a key partner to clients and carriers, providing proactive support, thoughtful coverage guidance, and a service experience that reflects Univest’s commitment to care, integrity, and community.

Responsibilities

Utilize agency management system and carrier websites to process new business, renewals, endorsements, and cancellations

Working knowledge of Word and Excel

Provide front line service for book of business assigned to you by anticipating and responding to customer needs in a timely and professional manner.

Follow established agency policies and standard operating procedures

Analyze policy coverage, rates as required, and make changes as appropriate

Coordinate the marketing and placing of coverage with direction from Account Executive

Communicate, meet, and interact with company personnel as appropriate

Responsible for maintaining company underwriting, rating, marketing, bulletins, forms, and correspondence for company(ies) assigned and distributing information within the agency as necessary

Maintain and nurture good customer and company relations

Communicate and interact with client by phone, in person, or in writing

Prepare proposals, finance agreements as required

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 PA State Property and Casualty insurance producer license and minimum of 5 years previous agency or company experience

Thorough knowledge of basic lines of insurance coverage and products

Familiarity with the Commercial Lines Manual and specific coverage forms

Understand rate making and proven ability to operate company specific rating software

Professional appearance, strong interpersonal and communication skills, positive and professional attitude

Wage Range:

The salary for this position ranges from $65,000+

Benefits Overview

Univest offers 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): 15 days annually
• Short Term Disability: 12 weeks of sick time with a doctors note
• Holiday Time Off: 11 paid holidays
• 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

Click here for Benefit Information

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#LI-Hybrid

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.