Licensed Personal Lines Specialist — In-Office Training

Univest; Lansdale (Montgomery County); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Health Insurance

401(k) match

PTO 15 days annually

Short Term Disability

Paid holidays

Tuition reimbursement

Wellness programs

Professional development trainings

Job summary

Univest Insurance is seeking a Personal Lines Service Agent to educate clients on coverage options and provide trusted service. The role requires a PA license (or ability to obtain within 90 days) and at least one year of customer service experience.

Training will be in-office for six months, with a hybrid option after successful completion. You will underwrite accounts, process policies and renewals, and support the Sales Team through a structured workflow in Epic, while maintaining compliance

Qualifications

• Current property and casualty license in Pennsylvania, or ability to obtain within the first 90 days of hire.
• At least 1 year of customer service experience.
• Thorough knowledge of personal lines coverage and products; able to navigate rating software and carrier sites.
• Excellent communication, organization, problem solving, and PC skills; able to multitask.
• Professional appearance, positive attitude and team-focused mentality.

Responsibilities

• Educate clients on value of a well-crafted insurance program with a consultative approach.
• Underwrite accounts per carrier guidelines and obtain required reports.
• Enter customer information into agency management system and document accounts.
• Process submissions, renewals, endorsements, cancellations and payments.
• Support Sales Team and review renewals, offering remarketing when warranted.
• Communicate with clients and company personnel by phone, in person, or writing.

Skills

Customer service

Communication

Organization

Multi-tasking

Problem solving

Education

Property and Casualty Insurance License (PA) or ability to obtain within 90 days

Tools

Epic

Job description

Univest Insurance is seeking a Personal Lines Service Agent to educate clients on coverage options and provide trusted service. The role requires a PA license (or ability to obtain within 90 days) and at least one year of customer service experience.

Training will be in-office for six months, with a hybrid option after successful completion. You will underwrite accounts, process policies and renewals, and support the Sales Team through a structured workflow in Epic, while maintaining compliance