Business Support Specialist
About The Position
The Business Support Specialist serves as a local liaison to Agency Force and Branch sales personnel. The role assists with organizing and coordinating agency communications, events, meetings, and training; provides administrative support to the Branch Manager, District Sales Managers, and related sales personnel; and supports corporate marketing programs for the local sales area. The specialist develops working knowledge of ERIE systems, underwriting guidelines, and marketing programs; helps train agents and agency staff; handles routine agent inquiries and change requests; coordinates agent submissions and recruitment activities; assists with file audits; and performs general administrative duties. Regular and predictable attendance is an essential job function. The position is based in Richmond, Virginia.
Requirements
- High school diploma or GED.
- Two years of office experience, preferably in an insurance-related environment.
- Proficiency in spelling, grammar, and punctuation.
- Working knowledge of word processing and spreadsheet software.
- Valid driver's license and good driving record.
- Regular and predictable attendance.
Nice To Haves
- Experience preparing large-scale meetings.
- Experience with data and reporting in Excel.
- Proficiency in Microsoft Office products, including Word, Excel, and PowerPoint.
- Working knowledge of DSPro.
- Working knowledge of insurance.
Responsibilities
- Develop and maintain working knowledge of DSPro and other ERIE systems; assist in training new agents and agency staff on those systems.
- Develop and maintain working knowledge of ERIE underwriting guidelines and marketing programs; introduce and review them with newly appointed agents, sub-agents, and customer service representatives; coordinate underwriting and marketing materials for agents.
- Handle routine inquiries from agents and assist with handling and tracking policyholder agent-change requests; refer complex issues to the Branch Manager, District Sales Manager, or Senior Business Support Specialist.
- Organize and coordinate educational and sales meetings, working with the Home Office Corporate Training and Development Department as appropriate.
- Assist with planning events and meetings, securing facilities or venues, and arranging other accommodations.
- Coordinate and administer the agent submission process, including monitoring appointments and terminations, new-agent paperwork, mergers and incorporations, and background checks.
- Assist with agent recruitment activities, including database searches and research to identify potential agent targets; maintain records and gather, verify, and distribute confidential information.
- Conduct or assist with file audits at the Branch Office and agent offices, and ensure applications are signed by appropriate parties.
- Perform administrative duties such as scheduling appointments, responding to routine correspondence, maintaining a diary system and spreadsheets, typing, filing, organizing, and preparing mass mailings.
- Answer phone calls and direct visitors as needed.
- Perform other duties as assigned.
Benefits
- Premier health, prescription, dental, and vision benefits for employees and dependents, with coverage beginning the first day of work.
- Low employee contributions to medical and prescription premiums; the company currently pays up to 97% of employees’ monthly premium costs.
- Traditional pension plan; full-time employees are vested after five years of service.
- 401(k) with up to a 4% company contribution match, offered in addition to the pension.
- Paid vacation, personal days, sick days, bereavement days, and parental leave.
- Tuition reimbursement for higher education and industry designations.
- 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.
- Dollar-for-dollar matching of charitable gifts each year.
- Position may be eligible for an annual bonus payment.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
