Commercial Lines Assistant - Univest Financial Corporation

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, etc.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We are looking for a Commercial Lines Assistant to join our growing team of insurance professionals.  

This position will be fully onsite for first 6 months in our Coopersburg office and then will go move to hybrid role after the initial training period. 

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

Issue auto id cards, certificates of insurance and evidence of property forms as requested

Working knowledge of Word and Excel

Maintain electronic file storage

Follow established agency policies and standard operating procedures

Assist account managers and producers with day-to-day service of commercial customers and prospects

Perform administrative support functions as directed

Maintain and nurture good customer and company relations with both internal and external customers

Responsible for compliance with the 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

If not licensed, 90 days to become licensed

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

Click here for Benefit Information

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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.