Commercial Lines Senior Account Manager in Lansdale, Pennsylvania at Univest Financial Corp

Utilize agency management system and carrier websites to process new business, renewals, endorsements, and cancellations

Working knowledge of Word and Excel

Provide front line service for book of business assigned to you by anticipating and responding to customer needs in a timely and professional manner.

Follow established agency policies and standard operating procedures

Analyze policy coverage, rates as required, and make changes as appropriate

Coordinate the marketing and placing of coverage with direction from Account Executive

Communicate, meet, and interact with company personnel as appropriate

Responsible for maintaining company underwriting, rating, marketing, bulletins, forms, and correspondence for company(ies) assigned and distributing information within the agency as necessary

Maintain and nurture good customer and company relations

Communicate and interact with client by phone, in person, or in writing

Prepare proposals, finance agreements as required

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Perform additional duties as required

Current PA State Property and Casualty insurance producer license and minimum of 5 years previous agency or company experience

Thorough knowledge of basic lines of insurance coverage and products

Familiarity with the Commercial Lines Manual and specific coverage forms

Understand rate making and proven ability to operate company specific rating software

Professional appearance, strong interpersonal and communication skills, positive and professional attitude

Wage Range:

The salary for this position ranges from $65,000+

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
• Short Term Disability: 12 weeks of sick time with a doctors note
• 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.

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