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Senior Business Support Specialist

Date: Jun 23, 2022

Location: Erie, PA, US, 16514

Company: Erie Insurance

Division or Field Office:

Erie Branch Office

Department of Position: Field Operations Department 

Work from:

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

The Hiring Manager will also consider candidates for Business Support Specialist.  Level of position offered will be based upon the depth and breadth of selected candidate’s experience and qualifications.     

 

Serves as local liaison to Agency Force and Branch sales personnel. Organizes and coordinates Agency related communications, events, meetings and training. Provides administrative support for Branch Manager, District Sales Managers and related sales personnel. Coordinates and supports corporate Marketing programs for local sales area.

Duties and Responsibilities

  • Develops and maintains a working knowledge of DSPro and/or other related ERIE systems as needed. Trains new Agents and/or agency staff on DSPro and other ERIE systems. Coordinates installation as needed.
  • Develops and maintains a working knowledge of ERIE's underwriting guidelines and marketing programs. Introduces and reviews ERIE guidelines/programs with newly appointed Agents, sub-Agents and customer service representatives. Coordinates ERIE Underwriting and marketing materials for Agents.
  • Coordinates and administers the Agent submission process by coordinating, reviewing and monitoring Agent Principal and Producer appointments and terminations, new Agent paperwork, mergers and incorporations, background checks, etc. Coordinates Agent recruitment activities; performs database searches and other research to identify potential Agent targets, maintains records; gathers, verifies and distributes confidential information.
  • Handles complex inquiries from Agents. Handles and tracks Agent change requests from Policyholders. Refers unique questions, issues and complaints to branch manager and/or district sales manager.
  • Organizes and coordinates educational and sales meetings. Works with Home Office Corporate Training and Development Department as appropriate. Plans events and meetings; secures facilities and/or venues and handles other accommodations as needed.
  • Conducts file audits both at the Branch Office and in the Agent's offices as needed. Ensures applications are signed by appropriate parties.
  • Performs various administrative duties, including scheduling appointments, responding to routine correspondence, maintaining diary system, maintaining spreadsheets, typing, filing and organizing and preparing mass mailings.
  • Answers phone calls and directs visitors as needed.
  • Perform other duties as assigned.

 

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

Qualifications

High school diploma or GED required. Four years of office experience, preferably in an insurance-related environment, required. Proficiency in spelling, grammar and punctuation required. Working knowledge of word processing and spreadsheet software required. Proficient in Microsoft Office products desired (i.e. Word, Excel and Power Point). Working knowledge of DSPro preferred. Working knowledge of insurance preferred. Agent's license preferred. Valid driver's license and good driving record required.

Physical Requirements

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


Nearest Major Market: Erie