Agency Support Technician
4 weeks ago
Penn National Insurance has an incredible opportunity to join our world-class team as an Agency Support Specialist This is a hybrid position reporting to the Harrisburg Home Office.
The Agency Support Technician is responsible for managing all agency licensing processes with the various state insurance departments that comprise the company’s operating territory. Additional responsibilities include the input and maintenance of all agency contract data into various systems and databases (VUE, ADB, AIS and SIRCON); and providing support to personnel in Underwriting and Field Offices on proper agency contract and licensing requirements.
**COMPETENCIES AND ESSENTIAL DUTIES OF THE AGENCY SUPPORT TECHNICIAN
- Team Building _
- Leverages others’ skills and gains their support by asking for their ideas, opinions, and participation when solving problems, making decisions, and carrying out plans. Shares important or relevant information and rationale with others; summarizes to check understanding.
- Attention to Details _
- Maintains the company’s agency data, including accurate input of data into various systems and databases.
- Processes invoices related to agency appointments, to include accurately allocating expenses to the correct budget centers and making payments in a timely fashion.
- Reviews new agency appointment submissions for accuracy and completeness. Maintains job aids and other training materials for the agency and licensing function; and makes changes as needed.
- Quality Orientation _
- Monitors and ensures compliance with state licensing and appointment law.
- Maintains an in-depth knowledge for state laws regarding licensing, agency appointments and documents, and communicates as required.
- Researches agency licensing, appointment and contracting law as needed; and summarizes and communicates results as required.
- Provides training to underwriting office and other personnel in agency licensing and contracting procedures and workflows; and also provides technical support on agency and licensing issues.
- Assists business analysts in developing agency licensing and appointment workflow and procedures. Administrative and secretarial support in the Marketing, Sales and Business Development Department, as needed.
- Planning & Organizing _
- Maintains physical agency files and ensures that they are organized, complete and periodically purged according to established retention guidelines.
- Coordinates periodic efforts to review agency data, including agency appointment status, and updates appropriately. Executes workflow for new agency appointments, including data entry and setup with external vendors.
- Positive Approach _
Identifying, documenting and reporting problems with input systems; and assisting in the development of solutions and testing technical repairs.
- Applied Learning _
- Puts new knowledge, understanding, or skill to practical use on the job; furthers learning through practice and ongoing feedback. Readily absorbs and comprehends new information and develops skills from formal and informal learning experiences.
Performs various projects requested or assigned by the Director, Agency Management.
**CORPORATE CORE COMPETENCIES OF THE AGENCY SUPPORT TECHNICIAN
- Effectively Communicates and Connects _
- Communicates clearly and concisely.
- Prepares written communications that adhere to department standards.
- Attentively listens and asks clarifying questions. Builds positive relationships within the workplace.
- Customer Focused _
- Develops and maintains knowledge about the needs of customers and how the team provides value.
- Aware of customer risks and when to escalate risks.
- Identifies and utilizes the appropriate resources to solve customer problems. Accelerates follow-up and action to resolve issues.
- Talent Development Mindset _
- Brainstorms ideas for technical and/or professional development.
- Works with supervisor to identify relevant development opportunities and shadow opportunities, including technical skill building and professional skill enhancement. Acts on opportunities to recognize colleagues for a job well done.
- Demonstrates Adaptability _
- Seeks to understand others' needs and perspectives, especially those different from own.
- Open to learning about new and challenging ideas to drive the success of the work in which involved. Learns how to be flexible to accommodate deliverables and prioritize work effectively.
- Demonstrates Accountability _
- Takes ownership of mistakes and consults with others to resolve, learning from the experience.
- Consistently checks the accuracy of work.
- Provides coverage or assistance to others when needed. Proactively steps-up to provide guidance or assistance.
**SPECIAL RELATIONSHIPS FOR THE AGENCY SUPPORT TECHNICIAN**
- Interacts regularly with all members of Field Operations.
- Interacts regularly with personnel in the Underwriting Offices regarding agency licensing and contracting issues
- Interacts with members
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