Insurance Specialist

SECU • Clayton, MO

20h • Onsite

About The Position

To provide comprehensive consultative insurance guidance and grow the local delivery of insurance services within assigned area. To act as an experienced auto, home, life, and annuity insurance agent in the designated territory. To engage personnel across all business lines and work collaboratively to establish effective referral processes and ensure member holistic financial planning needs are met. State Employees' Credit Union is a not-for-profit, member-owned financial cooperative with a "Do the Right Thing" mission and a goal of helping people in our community. SECU values the differences in our staff and in our North Carolina communities. We believe that embracing the uniqueness of individuals makes our cooperative stronger, more innovative and better able to serve SECU members.

Requirements

• Bachelor’s degree or high school diploma/GED and three years of insurance sales and service 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.
• Must have the ability to build and maintain relationships with carriers, specialists and members and facilitate effective dialogue.

Nice To Haves

• Bachelor’s degree and prior insurance sales and service experience preferred.

Responsibilities

• Responsible for life and personal lines insurance policy delivery as a member facing Insurance Specialist within SECU locations and manages member relationships to determine proper insurance product placement and service delivery.
• Utilizes SECU technology, marketing campaigns, lead platforms, and member branch visits to achieve daily activity levels that align with branch/territory/region insurance productivity benchmarks.
• Develops a good understanding of all financial advisory solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
• Effectively builds referral networks across all business lines to ensure member insurance needs are met.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees