Insurance Agent

About the role

Insurance decisions can have a lasting impact on a member’s financial well-being. As an Insurance Agent, you’ll help Truliant members understand their options, secure appropriate coverage, and receive responsive support when their needs change. If you enjoy combining relationship-building, problem-solving, and measurable sales goals with meaningful member service, this role could be a great fit.

Responsibilities

• Manage and grow a portfolio of insurance relationships while delivering prompt, accurate service.
• Work with members, credit union partners, and insurance carriers to identify coverage needs, prepare quotes and policy changes, support renewals and claims follow-up, and deepen relationships.
• Connect with members through referrals, service calls, and outbound outreach to provide quotes, support policy needs, and contribute to agency growth goals.
• Own account activity from application and carrier placement through renewals, endorsements, cancellations, documentation, and claims follow-up, with close attention to accuracy and response times.
• Review existing coverage, identify additional insurance needs, and collaborate with members and carriers to recommend practical next steps.
• Maintain current knowledge of rating products and agency processes while helping Truliant Insurance Services retain existing accounts and build new member relationships.

Requirements

• 3 or more years of independent insurance agency experience, or 3 or more years of comparable financial services or credit union experience that has built equivalent knowledge and capabilities.

Skills

• Ability to clearly explain coverage, recommendations, and next steps in writing, by phone, and in person.
• Ability to gather and document complete account information, evaluate carrier placement, and process quotes, applications, endorsements, renewals, and service requests accurately and on time.
• Ability to organize competing priorities, adjust quickly as needs change, and use Microsoft Outlook, Excel, Word, PowerPoint, and OneNote effectively.

Education/Certifications

• High school diploma or equivalent required.
• North Carolina Property & Casualty insurance license required upon hire, or the ability to obtain it within 6 weeks including passing and attending the InsurAcademy pre-licensing program.

What Sets You Apart

• 1 or more years of experience using AMS360 and PL Rater.

Benefits

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteer hours
• Paid group life insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account