Senior Personal Lines Insurance Specialist

SECU • Raleigh, NC

2d

About The Position

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose: To support all aspects of personal lines insurance, including quality control of underwriting and compliance requirements, retention, remarketing, and servicing policies.

Requirements

• Must have in-depth knowledge of Property and Casualty Insurance industry and the responsibilities to the policyholders.
• Must have experience working with multiple insurance carriers in an agency management system.
• Must work independently and be proficient with carrier systems and processes.
• Must have the ability to build and maintain relationships with carriers, peers and members.
• Minimum of five years of experience in property and casualty insurance sales and service.
• Must possess active North Carolina Personal Lines or Property & Casualty licenses or obtain those licenses within 1 month of hire.
• Bachelors; Acceptable Fields of Study: Communications, Business Management, Finance, Risk Management, Mathematics or related fields of study
• 5 years Required Relevant Experience

Nice To Haves

• Certified Insurance Counselor (CIC) designation preferred.

Responsibilities

• Work with insurance carriers to remain apprised of each carrier’s risk appetite, while mentoring Personal Lines Insurance Specialists in aligning insured risk with carrier risk profile and compliance standards.
• Monitor and handle escalated electronic communications received by Insurance Services for personal lines products, including billing, servicing and quote requests.
• Train and mentor employees on retention procedures and requirements, collaborating with management on process inefficiencies and carrier changes.
• Handle escalated adverse action and claim disputes, gathering appropriate documentation to assist management in rendering decisions.
• Review and monitor accuracy of data in agency management system, identifying weaknesses and workflow inefficiencies.
• Train and mentor employees on insurance carrier audit requirements and regulatory requests.

What This Job Offers

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