Insurance Specialist

SECU; Greenville (NC); On-site; USD 45,000 - 75,000; Full time

Job summary

SECU is seeking an Insurance Specialist I to deliver life, personal lines, and annuity insurance solutions to members at SECU locations. You will engage colleagues across departments to foster effective referrals and ensure members receive holistic financial planning support.

Travel within the assigned region is expected to support branch offices and enhance service delivery. Ideal candidates have at least 2 years in insurance sales and service, plus active North Carolina licenses in Life and

Qualifications

• 2 years of insurance sales and service experience or related financial services experience.
• Active North Carolina Life and Personal Lines or Property & Casualty licenses required.
• Industry designations (ALMI, cic, CFP) preferred.

Responsibilities

• Provide comprehensive life/personal lines insurance and annuity contract delivery to members.
• Leverage SECU tools, marketing campaigns, lead platforms, and branch visits to meet insurance productivity benchmarks.
• Collaborate with other specialists to handle complex scenarios and ensure holistic member needs are met.
• Assess member needs and deliver insurance solutions per established systems and carrier requirements.
• Serve as a trusted insurance resource and share feedback with leadership.
• Build referral networks across all business lines to meet member insurance needs.

Skills

Insurance product knowledge

Relationship building

Sales & service drive

Education

Active NC Life and Personal Lines or Property & Casualty licenses

Industry designations (ALMI, CIC, CFP)

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.