What are the responsibilities and job description for the Commercial Lines Senior Account Manager position at Univest?
Overview
At Univest Insurance, we’re committed to helping individuals, families, and businesses protect what matters most through trusted guidance, personalized solutions, and exceptional service. We’re looking for a knowledgeable and relationship-focused Commercial Lines Senior Account Manager to join our Lansdale team. In this role, you’ll serve as a key partner to clients and carriers, providing proactive support, thoughtful coverage guidance, and a service experience that reflects Univest’s commitment to care, integrity, and community.
Responsibilities
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
Qualifications
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:
#Univest
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.
Notice to Recruiters
At Univest Insurance, we’re committed to helping individuals, families, and businesses protect what matters most through trusted guidance, personalized solutions, and exceptional service. We’re looking for a knowledgeable and relationship-focused Commercial Lines Senior Account Manager to join our Lansdale team. In this role, you’ll serve as a key partner to clients and carriers, providing proactive support, thoughtful coverage guidance, and a service experience that reflects Univest’s commitment to care, integrity, and community.
Responsibilities
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
Qualifications
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
#Univest
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.
Notice to Recruiters