Insurance Relationship Specialist

SECU; North Carolina; On-site; USD 55,000 - 75,000; Full time

Job summary

SECU is seeking a Personal Lines Insurance support professional to back underwriting and compliance, help with policy servicing, and communicate with members and carriers. The role emphasizes accurate frontline underwriting and retention activities, with a focus on delivering responsive service.

Qualified candidates will have a Bachelor’s degree in a related field, 2+ years in P&C sales/service, and active NC P&C licensing (or within 1 month).

Qualifications

• In-depth knowledge of Property and Casualty Insurance and responsibilities to policyholders.
• Must have 2+ years of experience in P&C insurance sales and service.
• Able to work independently and with carriers, peers, and members.
• Experience with multiple insurance carriers in an agency system.
• Candidates should be actively licensed or obtain NC P&C license within 1 month of hire.
• Certified Insurance Counselor (CIC) designation preferred.

Responsibilities

• Assist insurance specialists with underwriting and carrier communications.
• Conduct policy retention by reviewing rates and coverage with members.
• Resolve compliance issues to ensure documentation aligns with carrier standards.
• Provide phone support for members' policy servicing and inquiries.
• Run quotes and issue policies for specialized lines when needed.
• Address basic policy questions for agency staff through internal support.

Skills

Property & casualty knowledge

Independent work

Relationship building

Agency management system experience

Sales and service experience

NC P&C license

Education

Bachelor's degree (Communications, Business Management, Finance, Risk Management, Mathematics)

Tools

Agency management system

Job description

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.

Responsibilities

• Assist insurance specialists with routine software navigation, coverage selection, and carrier communications to ensure accurate frontline underwriting.
• Conduct policy retention by contacting members for rate and coverage reviews, rewriting policies as needed.
• Resolve standard compliance issues with insurance specialists to ensure accurate documentation and alignment with carrier and agency standards.
• Provide direct phone assistance to members for policy servicing needs and new business inquiries.
• Run insurance quotes and issue policies for specialized lines where specialists lack system access.
• Resolve foundational policy and business-related inquiries for agency staff within the internal support queue.

Qualifications

Required Education

• Bachelors; Acceptable Fields of Study: Communications, Business Management, Finance, Risk Management, Mathematics or related fields of study
• Must have in-depth knowledge of Property and Casualty Insurance industry and the responsibilities to the policyholders.

Required Relevant Experience

• 2 years

Required Knowledge, Abilities, Skills

• 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 two 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.
• Certified Insurance Counselor (CIC) designation preferred.

Special Position Requirements

• Sitting for prolonged periods
• Carrying up to 15 lbs.
• Lift up to 15 lbs.
• Push/Pull up to 15 lbs.
• Telephone for prolonged periods
• Computer for prolonged periods

SECU 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.