Senior Insurance Advisor: Grow Your Book & Clients

South Carolina Federal Credit Union; North Charleston (SC); On-site; USD 60,000 - 90,000; Full time

Job summary

South Carolina Federal Credit Union is seeking a Senior Insurance Advisor to join our North Charleston, SC team. You will grow a book of business, retain and acquire clients, and cross-sell insurance products while meeting sales goals.

You will maintain knowledge of SC-approved products, work with internal partners, and provide guidance through claims and policy administration. This role emphasizes client relationships and professional communication.

Qualifications

• Minimum five years of insurance sales experience.
• Dual SC insurance licenses required.
• Proven ability to build a book of business and maintain client relationships.
• Strong communication and writing skills.

Responsibilities

• Grow and maintain book of business in designated area.
• Retain and acquire new insurance clients and referral partners.
• Meet or exceed sales/production goals and cross-sell opportunities.
• Maintain knowledge of SC state-approved products and licensed carriers.
• Schedule and attend client meetings to understand businesses or lives.
• Assist clients with claims and premium submission inquiries.
• Identify additional business opportunities from internal partners.

Skills

Sales experience

Customer service

Relationship building

Communication

Independent work

Education

SC insurance licenses

Tools

Ezlyx

Microsoft Office

Job description

South Carolina Federal Credit Union is seeking a Senior Insurance Advisor to join our North Charleston, SC team. You will grow a book of business, retain and acquire clients, and cross-sell insurance products while meeting sales goals.

You will maintain knowledge of SC-approved products, work with internal partners, and provide guidance through claims and policy administration. This role emphasizes client relationships and professional communication.