Business Initiatives Consultant (Finance)

Division or Field Office:

Sales & Marketing Division
Department of Position: Sales Plng & Agency Rltns Dept
Work from:
Corporate Office, Erie PA Salary Range:
$97,388.00-$155,567.00*

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

• This role will primarily serve as a Loan Operations Consultant and will support the agency loan application process for both perpetuation loans and agency incentive loans.
• Strong financial background is required with experience performing cash flow analysis.
• Knowledge of key agency performance metrics is preferred.

Leads the development, communication, and implementation of strategic divisional initiatives. Assists and advises project sponsors, executive and senior leadership, project and department managers, and general leadership to ensure the successful execution of divisional and enterprise initiatives. Leads or facilitates change management and/or business support for technology platforms.

Duties and Responsibilities

• Acts as the technical and business subject matter expert and specialized leader to project teams as they address issues, manage scope, mitigate risk, resolve resource contentions, and control budgets. Consults, mentors and coaches project managers and other subject matter experts as needed to ensure success.
• In conjunction with division management, identifies opportunities to transform business processes. Recommends effective, efficient solutions that increase ease of doing business for Agents and division employees. Identifies cost savings and cost avoidance opportunities to maximize Indemnity shareholder value. Supports and participates directly in initiative development, including socializing ideas to key stakeholders, and regularly makes presentations to senior and executive leadership.
• Assists with the execution of business improvement initiatives by providing business and technical subject matter expertise to project teams and department/division management. Ensures issue resolution and communicates resolutions to the work teams, division management, executives and others as required.
• Manages complex strategic initiatives with operational readiness to ensure success, including people readiness, and process and technology adoption.
• Implementing critical change management initiatives on behalf of department and division management.
• Champions, consults, communicates, participates in and monitors progress towards strategic planning goals and decisions made by management.
• Manages the planning, development, coordination, communication and implementation of all Division/business related initiatives.
• Identifies problems and develops mitigations as needed.

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
• Information Management Skills
• Customer Focus
• Cultivates Innovation
• Job-Specific Knowledge
• Instills Trust
• Optimizes Work Processes (IC)
• Ensures Accountability
• Decision Quality

Qualifications

Minimum Educational and Experience Requirements

• Master's degree in business administration, marketing, economics, organizational development or related field and five years' experience leading business improvement initiatives required; or
• Bachelor's degree in business administration, marketing, economics, organizational development or related field and seven years' experience leading business improvement initiatives required; or
• Associate's degree and nine years' experience leading business improvement initiatives required; or
• High school diploma, or GED, and eleven years' experience leading business improvement initiatives experience required.

Additional Experience

• Strong knowledge of division functions and technology platforms required.
• Strong knowledge of insurance operations required.
• Strong knowledge of process methodology tools, preferred.
• Strong knowledge of spreadsheet, database and word processing software required.

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