Insurance Specialist

State Employees' Credit Union • Clayton, NC

2d • Onsite

About The Position

The Insurance Specialist provides comprehensive consultative insurance guidance and grows the local delivery of insurance services within the assigned area. This role acts as an experienced auto, home, life, and annuity insurance agent in the designated territory. The specialist engages personnel across all business lines and works collaboratively to establish effective referral processes to ensure members' holistic financial planning needs are met.

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