Senior Business Risk Consultant - 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 sales oriented individuals, with advanced communication skills, a thorough knowledge of insurance products (or ability to learn) and capable of pursuing and closing sales of new commercial lines accounts.

Achieve objectives established in annual producer sales plan.

Prospect for new business from existing databases.

Contact prospects for the purpose of providing a quote and making sales appointments.

Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records.

Collect detailed risk and underwriting information including survey date and loss history.

Deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.

Work with marketing department to complete company submissions.

Stay informed of claims or service issues and become involved in resolutions when required.

Participate in renewals, when appropriate by reviewing expiration listing with service person to determine appropriate action and collection of information to prepare renewal submissions.

Maintain pipeline and weekly activity reports.

Promote Univest in the community.

Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.

Perform other specific duties as assigned.

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

Proven ability to pursue and close sales. 

Three plus years’ experience in Commercial sales preferred, but not necessary.

College graduate preferred.

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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.