Agent Licensing Specialist - Erie Insurance

Division or Field Office:

Sales & Marketing Division
Department of Position: Sales Plng & Agency Rltns Dept
Work from:
Corporate Office, Erie PA Salary Range:
$34,431.00-$54,999.00*

salary range is for thislevel and may vary based on actual level of role hired for

*This range represents a national range and the actual salary will depend on several factors including the scope and complexity of the role and the skills, education, training, credentials, location, and experience of an applicant, as well as level of role for which the successful candidate is hired.Position may be eligible for an annual bonus payment.

At Erie Insurance, you're not just part of a Fortune 500 company; you're also a valued member of a diverse and inclusive team that includes more than 6,000 employees and over 13,000 independent agencies. Our Employees work in the Home Office complex located in Erie, PA, and in our Field Offices that span 12 states and the District of Columbia.

Benefits That Go Beyond The Basics

We strive to be Above all in Service® to our customers-and to our employees. That's why Erie Insurance offers you an exceptional benefits package, including:

• Premier health, prescription, dental, and vision benefits for you and your dependents.Coverage begins your first day of work.
• Low contributions to medical and prescription premiums.We currently pay up to 97% of employees' monthly premium costs.
• Pension.We are one of only 13 Fortune 500 companies to offer a traditional pension plan. Full-time employees are vested after five years of service.
• 401(k) with up to 4% contribution match.The 401(k) is offered in addition to the pension.
• Paid time off.Paid vacation, personal days, sick days, bereavement days and parental leave.
• Career development.Including a tuition reimbursement program for higher education and industry designations.

Additional benefits that include company-paid basic life insurance; short-and long-term disability insurance; orthodontic coverage for children and adults; adoption assistance; fertility and infertility coverage; well-being programs; paid volunteer hours for service to your community; and dollar-for-dollar matching of your charitable gifts each year.

Position Summary

Under moderate supervision, processes paperwork and performs related activities ensuring ERIE's sub producers and customer service representative (CSR) Agents are appointed and have current licenses for the state(s) in which they operate and the product line(s) they sell.

Duties and Responsibilities

• Enters data and processes paperwork for the appointment or renewal of ERIE sub producers. Prepares resident and non-resident sub producers and CSR appointments and renewal of appointments and terminations in all states and maintains various agent records.
• Maintains current list of sub producers and CSRs in the Agent Directory and related files. Updates Agent information with changes as required and distributes to appropriate company personnel.
• Updates the Agent Master File and AGUP tables. Handles the declaration suppression and mail to Policyholder requisites.
• Coordinates status changes (eg new Agents, addresses, names) for the Yellow Page Directory with outside vendor.
• Reviews bi-monthly Errors and Omission (E and O) reports, and updates information on existing agency principals E and O status into Agent Master File. Request current copy of E and O from principal Agents.
• Reviews weekly non-renewal report and informs appropriate departments.
• Completes special projects as required.

The first two duties listed are the functions identified as essential to the job. Essential functions are those job duties that must be performed in order for the job to be accomplished.

This position description in no way states or implies that these are the only duties to be performed by the incumbent. Employees are required to follow any other job-related instruction and to perform any other duties as requested by their supervisor, or as become evident.

Competencies

Values Diversity

Detail Orientation

Self-Development

Nimble Learning

Collaborates

Job-Specific Knowledge

Customer Focus

Cultivates Innovation

Instills Trust

Optimizes Work Processes

Decision Quality

Ensures Accountability

Qualifications

High school diploma or GED required. One year of general clerical experience required. Clerical experience in the Agency division preferred. Knowledge of state laws relevant to sub producer and CSR licensing and termination preferred. Knowledge of ERIE systems related to Agent licensing preferred.

Physical Requirements

Lifting/Moving 0-20 lbs; Occasional (
Lifting/Moving 20-50 lbs; Occasional (
Ability to move over 50 lbs using lifting aide equipment; Occasional (
Driving; Rarely

Pushing/Pulling/moving objects, equipment with wheels; Occasional (
Manual Keying/Data Entry/inputting information/computer use; Frequent (50-80%)

Climbing/accessing heights; Rarely

Nearest Major Market: Erie