Personal Lines Practice Leader

Univest Financial Corporation; Lansdale (Montgomery County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health Insurance

401(k) plan with employer match

Paid Time Off 15 days per year

Short Term Disability

Holiday time off

Job summary

Univest Insurance in Lansdale, PA is seeking a Personal Lines Practice Leader to guide our personal lines team. You’ll coach staff, strengthen carrier relationships, and drive growth across our personal lines portfolio.

You will monitor performance, set goals, ensure compliance, and collaborate with agency leadership to align with corporate initiatives. Prior personal lines underwriting knowledge and leadership experience are required.

Qualifications

• Minimum 5 years Agency or Carrier experience.
• Current Pennsylvania Property & Casualty Insurance Producer License.
• Thorough knowledge of personal lines underwriting and coverage forms.
• Insurance designation a plus.

Responsibilities

• Lead department performance toward customer retention and new business goals.
• Manage staff with clear performance expectations and regular feedback.
• Hold regular department meetings and review reports.
• Ensure compliance with personal lines procedures and insurance laws.
• Provide training and guidance to staff; support carrier relationships.
• Schedule carrier meetings and participate in carrier training.
• Collaborate with agency leadership to align with business plans and initiatives.

Skills

Staff coaching

Leadership

Effective communication

Customer relationship management

Job description

Overview

At Univest Insurance, we’re looking for a Personal Lines Practice Leader to lead our team in Lansdale, PA. In this role, you’ll coach and develop staff, strengthen client and carrier relationships, and guide the growth of our personal lines business. If you bring personal lines expertise and a passion for helping people succeed, we’d love to hear from you.

Responsibilities

Drive department performance toward established customer retention and new business production goals through leadership, coaching, and ongoing monitoring of results.

All aspects of staff management including establishing performance expectations and goals that assist the business plan; monitoring results at employee and department level and improving results through coaching, and regular feedback sessions.

Hold regularly scheduled department meetings.

System reporting functions; employee quality control reports, expiration reports, etc.

Approve PTO & STD schedules.

Oversee and enforce adherence to personal lines procedures.

Provide training and assistance as needed.

Ensure compliance with insurance laws, personal lines procedures, and corporate compliance requirements.

Personal Lines contact for annual external compliance audit.

Foster successful relationships with insurance carriers.

Schedule carrier meetings and visits for department.

Meet with carrier representatives to create goals and monitor results.

Participate in carrier training as needed.

Work with agency principal and management team to assist the agency business plan and corporate initiatives.

Provide guidance for integration with other Univest business lines.

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

Perform other duties as assigned.

Qualifications

Current Pennsylvania Property & Casualty Insurance Producer License.

Thorough knowledge of personal lines underwriting and coverage forms.

Demonstrated successful management skills.

Ability to coach and develop staff.

Professional appearance, positive attitude, effective communicationskills.

Minimum 5 years Agency or Carrier experience.

Insurance designation a plus.

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 (prorated your first year)

Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service

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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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.