Personal Lines Service Agent

Univest; Coopersburg (Lehigh County); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Univest's Personal Lines Service Agent role in a hybrid environment focuses on educating clients about tailored insurance programs while building lasting relationships. You will underwrite to carrier guidelines, manage submissions, review renewals, and collaborate with the Sales Team using Epic and the agency management system.

A PA P&C license within 90 days and prior customer service experience are required.

Qualifications

• Current PA P&C license within 90 days of hire.
• Minimum 1 year of customer service experience.
• Thorough knowledge of personal lines coverage and ISO forms.
• Familiarity with rating software and carrier sites.

Responsibilities

• Educate clients on value of an insurance program with a consultative approach.
• Underwrite accounts per carrier guidelines and obtain MVR/CLUE as needed.
• Enter data into agency management system and process submissions.
• Support Sales Team per Epic workflow.
• Review renewals and suggest coverage changes as appropriate.
• Process new business, renewals, endorsements, cancellations, and documents.
• Receive and process premium payments and maintain compliance.
• Communicate with clients and company personnel by phone, in person, or writing.

Skills

Communication skills

Customer service

Multi-tasking

PC skills

Professional appearance

Education

Current PA P&C license

1 year of customer service experience

Tools

Epic system

Agency management system

Comparative rating software

Carrier pricing sites

Job description

Overview

Join our Insurance team as a Personal Lines Service Agent.

Responsibilities

• Seek to educate prospects and clients on the value of a well- crafted insurance program. Promote a consultative approach to build credibility and establish relationships.
• Adhere to objectives established in annual PL Service Goals
• Anticipate and respond to customer needs in a timely and professional manner. Provide coverage solutions for changing exposures.
• Enter customer information into proprietary agency management system, and continue to document account as required.
• Underwrite accounts adhering to insurance carriers guidelines. Obtain Scoring, Motor Vehicle Reports and CLUE reports as appropriate.
• Upload or forward submissions to carrier for issuance.
• Provide support to Sales Team per structured workflow in Epic.
• Review renewals, including offering remarketing when warranted, analyze policy coverages and make suggestions as appropriate, follow-up with companies and clients as needed
• Process new business, renewals, endorsements, cancellations, and documents through agency management system and company web-based software
• Receive and process premium payments, complying with appropriate workflow requirements.
• Communicate and interact with clients and company personnel by phone, in person, or in writing
• Adhere to workflow and departmental procedures, maintaining compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Perform Additional Duties As Required

Qualifications

Salary Range for this position is $45,000-$50,000 annually.

• P&C Insurance License obtained in the first 90 days of hire with base salary increase of $2,500
• No insurance experience necessary
• 6 months training in the office and hybrid (Work from home 2 days per week) after successful training.
• Current property and casualty license in Pennsylvania with a minimum of 1 year of customer service experience.
• Thorough knowledge of personal lines insurance coverage and products, familiarity with ISO Personal Lines Manual and specific coverage forms
• Knowledge of rate-making and proven ability to operate comparative rating software and navigate carrier sites to confirm pricing
• Exhibits excellent communication, organization, problem solving, and PC skills, proficiency in multi-tasking
• Professional appearance, positive attitude and team-focused mentality

#Univest

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.