Erie Insurance

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Policy Servicing Specialist I (Finance)



Division or Field Office:

Commercial Products & Services Division
Department of Position: Operations & Strategy Dept
Work from:
Knowledge Park, Harborcreek, PA Salary Range:
$31,926.00-$50,999.00*

salary range is for thislevel and may vary based on actual level of role hired for

*This range represents a national range and the actual salary will depend on several factors including the scope and complexity of the role and the skills, education, training, credentials, location, and experience of an applicant, as well as level of role for which the successful candidate is hired.Position may be eligible for an annual bonus payment.

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 6,000 employees and over 13,000 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.

Benefits That Go Beyond The Basics

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.
  • 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.
  • 401(k) with up to 4% contribution match.The 401(k) is offered in addition to the pension.
  • Paid time off.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

Under close supervision, processes quotes, applications, renewals and/or basic endorsements for designated lines of business. Provides service to underwriters, agents, and business partners to respond to inquiries regarding processing and underwriting support.

  • The successful candidate will work from our Knowledge Park location, in Harborcreek, PA.

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. Performs review of applications, renewals, and endorsements to identify missing or incomplete information. Demonstrates understanding of underlying policies' charges and amendments. Corresponds with agents and underwriters.
  • Utilizes policy dashboards to manage tasks, referrals, and various workload functions.
  • Services inbound and places outbound phone calls from internal and external stakeholders regarding status, procedures, inquiries, etc.
  • Collaborates with business partners to document and process non-renewals, cancellations, and cancel for cause requests according to state guidelines within ERIE's footprint.
  • Actively listens to customers to gain an understanding of their needs, clarify information, and offer solutions by using knowledge of products, services, and policies to assist with inquiries.
  • Acts as resource for questions or problems related to internal processes or systems for agents, underwriters, management and other business areas as needed.
  • Attends appropriate training and informational meetings to learn and maintains a working knowledge of ERIE policies, procedures and processing systems

The first four 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.

Capabilities

  • Values Diversity
  • Nimble Learning
  • Self-Development
  • Collaborates
  • Customer Focus
  • Cultivates Innovation
  • Optimizes Work Processes
  • Instills Trust
  • Ensures Accountability
  • Decision Quality
  • Job-Specific Knowledge

Qualifications

Minimum Educational Requirements

  • High school diploma, or GED, required.

Additional Experience

  • Experience providing clerical support related to the rating and/or processing of policies in underwriting application, endorsements, renewals or equivalent, preferred.
  • Ability to enter data with speed and accuracy required.
  • Basic knowledge of spreadsheet, word processing, database software preferred.
  • Basic knowledge of various online systems, such as Agent Exchange, BUNDL and ERIEbooks, etc. preferred.
  • Willingness to pursue professional insurance/technology courses preferred.

Physical Requirements

  • Ability to move over 50 lbs using lifting aide equipment; Never
  • Climbing/accessing heights; Never
  • Driving; Rarely
  • Lifting/Moving 0-20 lbs; Occasional (<20>
  • Lifting/Moving 20-50 lbs; Rarely
  • Manual Keying/Data Entry/inputting information/computer use; Frequent (50-80%)
  • Pushing/Pulling/moving objects, equipment with wheels; Rarely

Nearest Major Market: Erie Apply

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