Commercial Lines Senior Account Manager

Univest; Lansdale (Montgomery County); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Health Insurance

401(k) with employer match

Paid Time Off

Short Term Disability

Holidays

Life Insurance

Tuition reimbursement

Wellness programs

Professional development trainings

Job summary

Univest Insurance in Lansdale, PA is seeking a knowledgeable Commercial Lines Senior Account Manager to act as a trusted partner to clients and carriers, providing proactive support, coverage guidance, and a service experience reflecting Univest’s care and community commitments.

The role requires a PA Property and Casualty license and at least five years of agency or company experience, with strong skills in policy analysis, rating software, and client communication.

Qualifications

• PA State Property and Casualty license is required.
• Minimum of 5 years’ agency or company experience in commercial lines.
• Knowledge of Commercial Lines Manual and coverage forms.
• Understanding of rate making and ability to operate rating software.

Responsibilities

• Process new business, renewals, endorsements, and cancellations using agency management systems and carrier portals.
• Provide front line service for book of business and respond to client needs promptly.
• Analyze policy coverage and rates; implement appropriate changes.
• Coordinate marketing and placement of coverage as directed by Account Executive.
• Maintain underwriting, rating, and marketing materials and distribute information within the agency.

Skills

Interpersonal skills

Communication

Professional demeanor

Education

PA Property and Casualty license

Tools

Word

Excel

Job description

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

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

#Univest

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.