Insurance Specialist

About the role

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! 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.

Responsibilities

• 40%: 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.
• 30%: Provides life and personal lines insurance services as a member-facing Insurance Specialist within SECU locations, building and managing member relationships to assess needs, recommend appropriate insurance solutions, and deliver ongoing service and support. Works independently and successfully achieves desired activity productivity levels with minimal guidance and oversight.
• 10%: Proficient in determining member needs and delivering insurance solutions. Demonstrates proficiency in all insurance systems, processes, and carrier requirements.
• 10%: Effectively builds referral networks across all business lines to ensure member insurance needs are met.
• 5%: Has advanced 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.
• 5%: Demonstrates advanced insurance knowledge and articulates best practices and shares valuable feedback to management and Financial Advisory Services (FAS) leadership teams.

Requirements

• Minimum 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 policyholders.
• Substantial experience working within an Agency Management System.
• Proven ability to build and maintain relationships with carriers, specialists, and members and facilitate effective dialogue.

Qualifications

• ALMI, CIC, CFP® or other industry designation is considered a plus.

Work 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.