Insurance Relationship Specialist

SECU; Raleigh (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

SECU seeks a personal lines insurance support specialist to assist underwriting, policy servicing, and carrier communications. You will help with routine navigation, coverage selection, and renewal reviews, ensuring accurate frontline underwriting and compliant documentation.

The ideal candidate has at least two years of P&C experience, a North Carolina P&C license (or willing to obtain within 1 month), and strong relationship-building skills with carriers and members.

Qualifications

• Must have 2 years of property and casualty insurance sales and service.
• Must hold active North Carolina Personal Lines or Property & Casualty licenses or obtain within 1 month of hire.
• In-depth knowledge of P&C industry and duties to policyholders.
• Experience with multiple carriers in an agency management system.
• Ability to work independently and build relationships with carriers, peers and members.

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.

Skills

P&C knowledge

Independent worker

Relationship building

2 years P&C experience

Licenses: NC P&C (or within 1 month)

Education

Bachelor's degree

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.