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Agent Licensing Specialist

Date: Aug 4, 2022

Location: Erie, PA, US, 16530

Company: Erie Insurance

Division or Field Office:

Sales & Marketing Division

Department of Position: Sales Plng & Agency Rltns Dept 

Work from:

Corporate Office, Erie PA

 

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 5,000 employees and over 2,200 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.  To attract and retain the best talent, we reward our team members with competitive salaries and a very generous benefits package.

 

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 0-20 lbs; Occasional (<20%)
Lifting 20-50 lbs; Occasional (<20%)
Lifting Over 50 lbs; Occasional (<20%)
Driving; Rarely
Pushing/Pulling; Occasional (<20%)
Manual Keying/Data Entry; Frequent (50-80%)
Climbing; Rarely


Nearest Major Market: Erie