Insurance Specialist I
Essential Responsibilities
- Responsible for life/personal lines insurance and annuity contract delivery as a member facing Insurance Specialist within SECU locations and provides light territorial support and guidance to newer Insurance specialists within the network.
- Utilize SECU technology, marketing campaigns, lead platforms, and member branch visits to achieve daily activity levels that align with branch/territory/region insurance productivity benchmarks.
- Work independently and successfully achieves desired activity productivity levels with minimal guidance and oversight.
- Cook up and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
- Assess member needs and deliver insurance solutions in accordance with established systems, processes, and carrier requirements.
Requirements
- 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 the policyholders.
- Substantial experience working within an Agency Management System.
- Demonstrated ability to build and maintain relationships with carriers, specialists and members and facilitate effective dialogue.
Qualifications
Required Education & Experience: 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.
Preferred Education & Experience: ALMI, CIC, CFP® or other industry designation
Pay
TBD
Schedule
TBD
Benefits
TBD
Skills
Advanced knowledge of insurance industry and responsibilities to the policyholders. Substantial experience working within an Agency Management System. Demonstrated ability to build and maintain relationships with carriers, specialists and members and facilitate effective dialogue.
Benefits
TBD
Job 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.
Company Information
State Employees' Credit Union provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer: State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.