Hybrid Personal Lines Service Agent (Entry Level)

Univest

Lansdale (Montgomery County)

On-site

USD 45,000 - 50,000

Full time

14 days+
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Benefits offered by this job

Health Insurance
401(k) retirement plan
Paid Time Off (PTO)
Short Term Disability
Commissions
Company-paid life insurance
Tuition reimbursement
Employee Wellness programs

Job summary

A leading insurance agency in Lansdale is seeking a Personal Lines Service Agent to join their team. The role requires a strong customer service focus and knowledge of personal lines insurance. Responsibilities include educating clients, processing new business, and maintaining customer relations. The ideal candidate will hold a property and casualty license in Pennsylvania and have a minimum of three years of experience. The position will transition to a hybrid schedule after training.

Qualifications

  • Minimum of three years of customer service experience.
  • Thorough knowledge of personal lines insurance coverage.
  • Understanding of rate-making and ability to navigate carrier sites.

Responsibilities

  • Educate prospects and clients on insurance programs.
  • Determine prospects’ insurance needs and provide solutions.
  • Process new business, renewals, and related documents.

Skills

Customer service
Communication
Organization
Problem-solving
PC skills

Education

Property and casualty license in Pennsylvania

Job description

A leading insurance agency in Lansdale is seeking a Personal Lines Service Agent to join their team. The role requires a strong customer service focus and knowledge of personal lines insurance. Responsibilities include educating clients, processing new business, and maintaining customer relations. The ideal candidate will hold a property and casualty license in Pennsylvania and have a minimum of three years of experience. The position will transition to a hybrid schedule after training.
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