Insurance Specialist

State Employees' Credit Union; Greenville (SC); On-site; USD 52,000 - 68,000; Full time

Job summary

State Employees' Credit Union is seeking an Insurance Specialist to provide consultative guidance and grow the delivery of insurance services across SECU locations. The role covers auto, home, life and annuities, acting as an experienced agent in the designated territory to meet member financial planning needs.

The Insurance Specialist I collaborates with other specialists, uses marketing campaigns, leads, and branch visits to sustain productivity benchmarks and builds strong referral networks

Qualifications

• 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 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.

Responsibilities

• Deliver life and personal lines insurance and annuities to members.
• Utilize SECU technology, campaigns, lead platforms, and branch visits to meet productivity benchmarks.
• Coordinate with other specialists to assist with complex scenarios and ensure holistic member needs.
• Assess member needs and deliver insurance solutions per established systems and carrier requirements.
• Act as a trusted insurance resource by advising on best practices and providing feedback to leadership.
• Build referral networks across business lines to meet member insurance needs.

Skills

Insurance sales

Relationship building

Cross-functional collab

Insurance knowledge

Communication skills

Education

Active North Carolina Life License

Active NC Personal Lines or P&C License

Tools

Agency Management System

Job description

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! The Insurance Specialist is responsible for providing comprehensive consultative insurance guidance and growing the local delivery of insurance services within assigned area. This role acts as an experienced auto, home, life, and annuity insurance agent in the designated territory. The Insurance Specialist I engages personnel across all business lines and works collaboratively to establish effective referral processes and ensure member holistic financial planning needs are met.

Essential Responsibilities:

• (25%) 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.
• (25%) 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.
• (15%) Coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
• (15 Assess member needs and deliver insurance solutions in accordance with established systems, processes, and carrier requirements.
• (10%) Acts as a trusted insurance resource by advising on best practices and sharing valuable feedback to the leadership team.
• (10%) Effectively build referral networks across all business lines to ensure member insurance needs are met.

Required Education & Experience (Knowledge, Skills, & Abilities):

• 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 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.

Preferred Education & Experience (Knowledge, Skills, & Abilities):

• ALMI, CIC, CFP® or other industry designation

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.

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.

State Employees' Credit Union is a not-for-profit, member-owned financial cooperative with a "Do the Right Thing" mission and a goal of helping people in our community. SECU values the differences in our staff and in our North Carolina communities. We believe that embracing the uniqueness of individuals makes our cooperative stronger, more innovative and better able to serve SECU members.