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Policy Servicing Specialist I

Date: Jan 18, 2023

Location: Erie, PA, US, 16510-4674

Company: Erie Insurance

Division or Field Office:

Customer Service Division

Department of Position: Operations & Strategy Dept 

Work from:

Knowledge Park Office, Harborcreek 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. 

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.

•  A 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.

•  A 401(k) with up to 4% contribution match. The 401(k) is offered in addition to the pension.

•  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 close supervision, processes quotes, applications, renewals and/or basic endorsements for designated lines of business.

 

  • Erie is always seeking top talent and looking for candidates who have experience in customer service, clerical work and Microsoft products to join our team as a Policy Servicing Specialist.
  • Join a stable company interested in investing in you. Since 1925, Erie Insurance has never laid off an employee, instead we are committed to our employees' development so they can grow and change as our business does.
  • This position will start at $16.76 an hour and include an excellent benefit package day one!
  • There are multiple openings. Please apply if you are interested in being considered for a current or future opening.
  • The successful candidate will work from our Knowledge Park Office, located in Harborcreek, PA and a hybrid schedule will be considered after training.

Duties and Responsibilities

Develops and applies basic knowledge of rules, rates and procedures for quotes, applications, endorsements and/or renewals of designated lines of business.

 

Enters and updates policy records, applying appropriate rules and rates by accessing online manuals.

 

Contacts Agents and underwriters to obtain additional information as required.

 

Enters cancellations, expirations and partial cancellations into the system as required.

 

Develops and applies a basic knowledge of cancellation laws for states in which ERIE operates. 

 

Performs limited underwriting review and rates complex quotes, applications, endorsements or renewals as required.

 

Resolves problems and answers inquiries from associates, Agents, underwriters and management, in routine consultation with Level II and III input.

 

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.

 

 

Acts as a liaison to Underwriting, Office of the President, Collections, State Bureaus, and State Insurance Departments on premium audit issues and answer audit-related complaints.

 

Assists the section supervisor with various projects.

 

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

 

The first four 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.

Competencies

Values Diversity
Nimble Learning
Self-Development
Collaborates
Customer Focus
Cultivates Innovation
Optimizes Work Processes
Instills Trust
Ensures Accountability
Decision Quality
Job-Specific Knowledge

Qualifications

Minimum education and experience requirements:

 

High school diploma, or GED, required. Experience providing clerical support related to the rating and/or processing of policies in underwriting application, endorsements, renewals or equivalent, preferred.

 

Basic knowledge of various online systems, such as BUNDL and ERIEbooks, preferred.

 

Passing score on LOMASelect tests required.

 

Ability to enter data with speed and accuracy, required. 

 

Willingness to pursue professional insurance/technology courses 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%)
Climbing; Rarely
Manual Keying/Data Entry; Frequent (50-80%)