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Policy Servicing Specialist I at Erie Insurance

Posted in General Business 30+ days ago.

Type: Full-Time
Location: Erie, Pennsylvania





Job Description:

Division or Field Office:

Customer Service Division
Department of Position: Operations & Strategy Dept
Work from:
Knowledge Park 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

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


  • There are 9open positions.
  • Due to COVID19 restrictions, the selected candidates will train and work from home. Once restrictions are lifted, the successful candidate will work full time from the Knowledge Park office.
  • The Hiring Manager will also consider candidates for Policy Servicing Specialist II. Level of position offered will be based upon the depth and breadth of selected candidate's experience and qualifications
  • The hiring supervisors are: Lisa Vickey - 4; Tiffany Miller - 2; Robyn Heitzenrater - 3

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 fourduties 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

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 (
Lifting 20-50 lbs; Occasional (
Lifting Over 50 lbs; Occasional (
Driving; Rarely

Pushing/Pulling; Occasional (
Climbing; Rarely

Manual Keying/Data Entry; Frequent (50-80%)

Nearest Major Market: Erie





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