Personal Lines Service Agent - Entry Level

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

Benefits offered by this job

Health Insurance

401(k) retirement plan

Paid Time Off (PTO)

Short Term Disability

Commissions

Company-paid life insurance

Tuition reimbursement

Employee Wellness programs

Job summary

A leading insurance agency in Lansdale is seeking a Personal Lines Service Agent to join their team. The role requires a strong customer service focus and knowledge of personal lines insurance. Responsibilities include educating clients, processing new business, and maintaining customer relations. The ideal candidate will hold a property and casualty license in Pennsylvania and have a minimum of three years of experience. The position will transition to a hybrid schedule after training.

Qualifications

• Minimum of three years of customer service experience.
• Thorough knowledge of personal lines insurance coverage.
• Understanding of rate-making and ability to navigate carrier sites.

Responsibilities

• Educate prospects and clients on insurance programs.
• Determine prospects’ insurance needs and provide solutions.
• Process new business, renewals, and related documents.

Skills

Customer service

Communication

Organization

Problem-solving

PC skills

Education

Property and casualty license in Pennsylvania

Job description

Overview

Univest Insurance Inc. is a full service insurance agency with offices in Coopersburg, Intercourse, and Lansdale, PA, as well as North Beach, MD. We offer protection for autos, homes, rentals, motorcycles, recreational vehicles, businesses, and more. At Univest, we invest in the success of our employees and customers, encouraging authenticity, collaboration, and inclusive innovation to deploy client‑focused financial solutions within the communities we serve.

Position Summary

We are seeking a Personal Lines Service Agent to join our growing team of insurance professionals. This position, located in Landsale, will transition to a hybrid schedule after the initial training period of up to six months.

Responsibilities

• 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.
• Accept new business through referrals, and seek cross‑sell and win‑back opportunities.
• Determine prospects’ insurance needs through policy inspection and coverage solution provision.
• Enter prospect and customer information into the proprietary agency management system and maintain accurate documentation.
• Underwrite accounts following carrier guidelines; obtain scoring, motor vehicle reports, and CLUE reports as appropriate.
• Review renewals, re‑market when warranted, analyze policy coverages, and make recommendations; follow up with companies and clients as needed.
• Process new business, renewals, endorsements, cancellations, and documents through the agency management system and company web‑based software.
• Receive and process premium payments in compliance with workflow requirements.
• Communicate and interact with clients by phone, in person, or in writing.
• Maintain and nurture strong customer and company relations.
• Adhere to workflow and departmental procedures.
• Ensure compliance with applicable laws, regulations, and the Univest Code of Conduct.
• Perform additional duties as required.

Qualifications

• Current property and casualty license in Pennsylvania with a minimum of three years of customer service experience.
• Thorough knowledge of personal lines insurance coverage and products, including the ISO Personal Lines Manual and specific coverage forms.
• Understanding of rate‑making and proven ability to operate comparative rating software and navigate carrier sites to confirm pricing.
• Customer‑service focus with excellent communication, organization, problem‑solving, and PC skills.
• Professional appearance and positive, professional attitude.

Wage Range

The salary for this position ranges from $45,000 to $50,000.

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 a 401(k) plan with up to a 3% employer match after six months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 720 hours of sick time with a doctor’s note after six months of service
• Holiday Time Off: 11 paid holidays
• Commissions: paid quarterly based on individual and team production
• Company‑paid life insurance and other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: fitness club discounts, fitness tracker discounts/annual reimbursement
• Discounts on loan products
• Professional development trainings

Click here for Benefit Information

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.