Senior Business Support Specialist

Date: May 9, 2020

Division or Field Office:

Kentucky Branch Office

Department of Position: Field Operations Department 

Work from:

Kentucky Branch Office


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

Erie Insurance is continuing to hire and is utilizing virtual interviews to ensure the well-being of our candidates and employees. Please note there may be delays in our hiring process.


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.

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.

Duties and Responsibilities
  • 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.
  • 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.
  • 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.
  • Competencies
    Decision Making
    Developing And Maintaining Relationships
    Detail Orientation
    Interpersonal Communication
    Job-Specific Knowledge
    Presentation Skills
    Problem Analysis
    Service Orientation
    Time Management
    Planning And Organizing

    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: Lexington

    Job Segment: Underwriter, Database, Insurance, Technology