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
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
Nearest Major Market: Erie
