Agent Licensing Specialist I

Erie Insurance • Erie, PA

7d • Onsite

About The Position

Under close supervision, processes paperwork and performs related activities ensuring ERIE's sub producers and customer service representative (CSR) Agents are appointed and have current licenses for the state(s) in which they operate and the product line(s) they sell.

Duties and Responsibilities
Enters data and processes paperwork for the appointments or renewals of ERIE subagents. Prepares resident and non-resident sub producers and CSR appointments and renewal of appointments and terminations in all states and maintains various agent records.
Maintains current list of sub producers and CSRs in the Agent System of Record and related files. Updates Agent information with changes as required and distributes to appropriate company personnel.
Updates the Agent System of Record and AGUP files.
Handles the declaration suppression and mail to Policyholder requisites.
Maintains Agency Contact Information in Multiple Systems
Reviews weekly Errors and Omission (E and O) reports, and updates information on existing agency principals E and O status into Agent System of Record. Requests current copy of E and O from principal Agents.
Reviews weekly non-renewal report and informs appropriate departments.
Completes special projects as required.
Works with LexisNexis and Agency to be fully sponsored
Prepares and monitors executive management licensing and company appointments as well as agency, principal and sub agents
Sets up new Agent and coordinates ongoing maintenance to principal data files and systems. Creates test scenario scripts for new systems.

The first two 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.

Requirements

• High school diploma or GED required.
• One year of general clerical experience required.

Nice To Haves

• Clerical experience in the Agency division preferred.
• Knowledge of state laws relevant to sub producer and CSR licensing and termination preferred.
• Knowledge of ERIE systems related to Agent licensing preferred.

Responsibilities

• Enters data and processes paperwork for the appointments or renewals of ERIE subagents. Prepares resident and non-resident sub producers and CSR appointments and renewal of appointments and terminations in all states and maintains various agent records.
• Maintains current list of sub producers and CSRs in the Agent System of Record and related files. Updates Agent information with changes as required and distributes to appropriate company personnel.
• Updates the Agent System of Record and AGUP files.
• Handles the declaration suppression and mail to Policyholder requisites.
• Maintains Agency Contact Information in Multiple Systems
• Reviews weekly Errors and Omission (E and O) reports, and updates information on existing agency principals E and O status into Agent System of Record. Requests current copy of E and O from principal Agents.
• Reviews weekly non-renewal report and informs appropriate departments.
• Completes special projects as required.
• Works with LexisNexis and Agency to be fully sponsored
• Prepares and monitors executive management licensing and company appointments as well as agency, principal and sub agents
• Sets up new Agent and coordinates ongoing maintenance to principal data files and systems. Creates test scenario scripts for new systems.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED