If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
The Insurance Specialist I is responsible for providing comprehensive consultative insurance guidance and growing the local delivery of insurance services within assigned area. This role acts as an experienced auto, home, life, and annuity insurance agent in the designated territory. The Insurance Specialist I engages personnel across all business lines and works collaboratively to establish effective referral processes and ensure member holistic financial planning needs are met.
Essential Responsibilities
(25%) Responsible for life/personal lines insurance and annuity contract delivery as a member
facing Insurance Specialist within SECU locations and provides light territorial support and
guidance to newer Insurance specialists within the network.
• (25%) Utilize SECU technology, marketing campaigns, lead platforms, and member branch visits
to achieve daily activity levels that align with branch/territory/region insurance productivity
benchmarks.
• Work independently and successfully achieves desired activity productivity levels with minimal
guidance and oversight.
• (15%) Coordinate and engage with other specialists as needed to assist with complex scenarios
and ensure member needs are being met holistically.
• (15 Assess member needs and deliver insurance solutions in accordance with established
systems, processes, and carrier requirements.
• (10%) Acts as a trusted insurance resource by advising on best practices and sharing valuable
feedback to the leadership team.
• (10%) Effectively build referral networks across all business lines to ensure member insurance
needs are met.
Required Education & Experience
• 2 years of insurance sales and service experience or related financial services experience.
• Must possess active North Carolina Life and Personal Lines or Property & Casualty licenses or
obtain those licenses within 1 month of hire and satisfy all continuing education requirements.
• Advanced knowledge of insurance industry and responsibilities to the policyholders.
• Substantial experience working within an Agency Management System.
• Demonstrated ability to build and maintain relationships with carriers, specialists and members
and facilitate effective dialogue.
Preferred Education & Experience
• ALMI, CIC, CFP® or other industry designation
Job Environment & Physical Requirements
• Work in an SECU branch location and some travel within assigned region.
• Sitting for prolonged periods.
• Telephone for prolonged periods.
• Computer for prolonged periods
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App.
Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina.
State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
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