Policy Servicing Specialist I

Date: Feb 11, 2019

Location: Erie, PA, US, 16510

Job requisition: 13401
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Division or Field Office:

Service Operations & Support Division

Department of Position: Policy Processing Ops Dept 

Work from:



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


  • Candidates with above minimum qualifications may be considered for Policy Servicing Specialist II.  Number of years and scope of experience will determine level.
  • This position is located at Knowledge Park.



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.
  • Processes quotes, applications, renewals and endorsements through ERIE's systems.
  • Performs limited underwriting review and rates complex quotes, applications, endorsements or renewals as required.
  • Enters and updates policy records, applying appropriate rules and rates.
  • Contacts Agents and underwriters to obtain additional information as required.
  • Verifies data before, during and after entry using online quality control and system edits. Corrects data as necessary.
  • Develops and applies a basic knowledge of cancellation laws for states in which ERIE operates. Enters cancellations, expirations and partial cancellations into the system as required.
  • Resolves problems and answers inquiries from associates, Agents, underwriters and management, in routine consultation with Level II and III input.
  • Accesses online rating and rule manuals and related procedures to process quotes, applications, renewals and/or endorsements for designated lines of business.
  • Competencies

    Ability To Learn And Follow Procedures

    Ability to Manage Complexity

    Arithmetic Computation

    Decision Making

    Detail Orientation

    Developing And Maintaining Relationships


    Information Management Skills

    Interpersonal Communication

    Job-Specific Knowledge

    Numerical Reasoning

    Planning And Organizing

    Problem Analysis

    Service Orientation

    Time Management

    Oral Communication


    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. Willingness to pursue professional insurance/technology courses preferred. This position may require the incumbent to work second shift and weekends.

    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; Often (20-50%)

    Climbing; Rarely

    Nearest Major Market: Erie

    Job Segment: Underwriter, Insurance

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