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Business Support Specialist

Date: Mar 10, 2023

Location: Richmond, VA, US, 23230

Company: Erie Insurance

Division or Field Office:

Richmond Branch Office

Department of Position: Southeast Sales Region 

Work from:

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. 

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

Serves as local liaison to Agency Force and Branch sales personnel. Assists with organizing and coordinating Agency related communications, events, meetings and training. Provides administrative support for Branch Manager, District Sales Managers and related sales personnel. Assists with coordinating and supporting corporate Marketing programs for local sales area.

 

  • This is an in office position, with a Hybrid schedule (3 days in office, 2 days remote).

Duties and Responsibilities

  • Develops and maintains a working knowledge of DSPro and/or other related ERIE systems as needed. Assists in training new Agents and/or agency staff on DSPro and other ERIE systems.
  • Develops and maintains a working knowledge of ERIE's underwriting guidelines and marketing programs. Assists with introducing and reviewing ERIE guidelines/programs with newly appointed Agents, sub-Agents and customer service representatives. Coordinates ERIE Underwriting and marketing materials for Agents.
  • Handles various routine inquiries from Agents. Assists with handling and tracking Agent change requests from Policyholders. Refers complex, non-routine questions, issues and complaints to Branch Manager, District Sales Manager or Sr. Business Support Specialist.
  • Assists with organizing and coordinating educational and sales meetings. Works with Home Office Corporate Training and Development Department as appropriate. Assists with planning events and meetings; secures facilities and/or venues and handles other accommodations as needed.
  • Assists with the coordination and administration of the Agent submission process by reviewing and monitoring Agent Principal and Producer appointments and terminations, new Agent paperwork, mergers and incorporations, background checks, etc. Assists with coordinating Agent recruitment activities; may perform or assist with database searches and other research to identify potential Agent targets, maintains records; gathers, verifies and distributes confidential information.
  • Assists with conducting 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
Self-Development
Nimble Learning
Job-Specific Knowledge
Collaborates
Customer Focus
Cultivates Innovation
Optimizes Work Processes
Instills Trust
Decision Quality
Ensures Accountability

Qualifications

High school diploma or GED required. Two 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. 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: Richmond