Personal Lines Service Agent

Univest Financial Corporation; Locust Valley (PA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Hybrid work (2 days/week)

6 months in-office training

Job summary

Univest Financial Corporation is hiring a Personal Lines Service Agent to join our Insurance team in Locust Valley, PA. The role focuses on educating clients about personal insurance programs and building trusted relationships.

You will handle submissions, endorsements, renewals, and billing in our agency systems, under carrier guidelines. A PA P&C license with 1+ year of customer service is required; hybrid work after a 6-month office training period is offered.

Qualifications

• P&C license required within 90 days of hire.
• 1 year of customer service experience preferred.
• Hybrid work arrangement after training; 6 months in-office training with work-from-home 2 days/week.

Responsibilities

• Educate prospects and clients on personal insurance programs.
• Document account activity in agency management system.
• Underwrite accounts per carrier guidelines; obtain MVR/CLUE as appropriate.
• Process submissions, renewals, endorsements, cancellations and payments.
• Assist Sales Team per workflow in Epic; support renewals review and remarketing when warranted.

Skills

communication

organization

problem solving

pc skills

Education

PA P&C license

1 year customer service experience

Tools

ISO Personal Lines Manual

Comparative rating software

Carrier sites navigation

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

#LI-Onsite

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.