Processing Clerk (Finance)

Division or Field Office:

Commercial Products & Services Division
Department of Position: Operations & Strategy Dept
Work from:
Knowledge Park Office Salary Range:
$28,455.00-$45,453.00*

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 and/or generates policy non-renewals, cancellations and basic endorsements. Performs clerical function according to established schedules and deadlines. Acquires a fundamental knowledge of all lines of business. Provides service by interacting with underwriters, agents, policyholders and business partners to respond to inquiries.

• The successful candidate will work from the Knowledge Park Office.

Duties and Responsibilities

• Utilizes policy dashboards, and databases to manage tasks, generate policy non-renewals, cancellations and manage various workload functions. Enters data into various systems and forwards forms to necessary areas as required.
• Types information from various source documents for various lines of business, including applications, renewals, endorsements, cancellations and inspection requests.
• Performs various clerical activities, including answering phones, updating systems as required, retrieving information, preparing policies, for renewal, monitoring diaries and processing reports.
• Proofreads all typed data for accuracy and inserts proper enclosures as necessary.
• Reviews Policyholder records to verify coverage, collaborates with State Departments and responds to inquiries regarding coverages, properly handles exceptions and record changes as required. Collaborates with business partners throughout ERIEtorespondtorequestsand answerinquiries regarding customer's policies and updates.
• Receives, opens, sorts and distributes incoming mail. Handles simple requests from mailings, including updating of policy records.
• Acquires and applies a fundamental knowledge of proper mailing procedures and identification of attachments/ enclosures for all lines of business.
• Performs quality analysis.
• Assists the section supervisor with team administrative tasks and projects - including subject matter expert (SME) for department projects as applicable.

The first five 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
• Detail Orientation
• Nimble Learning
• Self-Development
• Collaborates
• Customer Focus
• Job-Specific Knowledge
• Cultivates Innovation
• Optimizes Work Processes
• Instills Trust
• Ensures Accountability
• Decision Quality

Qualifications

Minimum Educational and Experience Requirements

• High school diploma, or GED, required.
• Two years of clerical, customer service, or administrative experience preferred.

Additional Experience

• Ability to enter data with speed and accuracy required.
• Working knowledge of spreadsheet, word processing, and database software preferred.

Physical Requirements

• Lifting/Moving 0-20 lbs; Occasional (<20>
• Lifting/Moving 20-50 lbs; Occasional (<20>
• Ability to move over 50 lbs using lifting aide equipment; Occasional (<20>
• Driving; Rarely
• Pushing/Pulling/moving objects, equipment with wheels; Occasional (<20>
• Manual Keying/Data Entry/inputting information/computer use; Often (20-50%)
• Climbing/accessing heights; Rarely

Nearest Major Market: Erie