Personal Lines Practice Leader

Univest Financial Corp; Lansdale (Montgomery County); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with employer match

Paid Time Off

Short Term Disability

Holiday time off

Professional development trainings

Job summary

Univest Financial Corp in Lansdale, PA seeks a Personal Lines Practice Leader to coach staff, strengthen client and carrier relationships, and guide growth of personal lines. You will lead performance toward retention and new business, oversee staff, compliance, and training while aligning with the agency business plan.

The role requires a Pennsylvania P&C license, strong underwriting knowledge, 5+ years in agency/carrier environments, and leadership skills.

Qualifications

• Current Pennsylvania Property & Casualty Insurance Producer License.
• Strong knowledge of personal lines underwriting and coverage forms.
• Demonstrated successful management skills.
• Ability to coach and develop staff.
• Professional appearance, positive attitude, effective communication skills.
• Minimum 5 years Agency or Carrier experience.
• Insurance designation is a plus.

Responsibilities

• Drive department performance toward customer retention and new business production goals through leadership and coaching.
• Manage staff with performance expectations, goals, monitoring results, and regular feedback sessions.
• Hold regular department meetings and oversee system reporting (quality control, expiration reports).
• Approve PTO and STD schedules and enforce personal lines procedures.
• Provide training and ensure compliance with laws, procedures, and corporate requirements.
• Develop relationships with insurance carriers and schedule carrier meetings.

Skills

P&C License

Underwriting knowledge

Management skills

Coaching staff

Communication skills

Industry experience

Insurance designation

Job description

Univest Financial Corp

Personal Lines Practice Leader

US-PA-Lansdale

Job ID: 7090

Type: Full Time

# of Openings: 1

Category: Insurance

Univest Insurance, LLC. Lansdale, PA

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 communication skills.
• Minimum 5 years Agency or Carrier experience.
• Insurance designation a plus.

Benefits Overview

• 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

#Univest

#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.

Equal employment opportunity, including veterans and individuals with disabilities.