Insurance Specialist I
SECU
full-time
Posted on:
Location Type: Office
Location: Charlotte • North Carolina • United States
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About the role
- To provide comprehensive consultative insurance guidance and grow the local delivery of insurance services within assigned area.
- To act as an experienced auto, home, life, and annuity insurance agent in the designated territory.
- To engage personnel across all business lines and work collaboratively to establish effective referral processes and ensure member holistic financial planning needs are met.
- 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.
- Utilizes SECU technology, marketing campaigns, lead platforms, and member branch visits to achieve daily activity levels that align with branch/territory/region insurance productivity benchmarks.
- Works independently and successfully achieves desired activity productivity levels with minimal guidance and oversight.
- Has advanced understanding of all financial advisory solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
- Proficient in determining member needs and delivering insurance solutions. Demonstrates proficiency in all insurance systems, processes, and carrier requirements.
- Demonstrates advanced insurance knowledge and articulates best practices and shares valuable feedback to management and Financial Advisory Services (FAS) leadership teams.
- Effectively builds referral networks across all business lines to ensure member insurance needs are met.
Requirements
- Minimum education – 4-year degree
- Minimum direct years of experience – 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 or obtain those licenses within 1 month of hire
- Must have advanced knowledge of insurance industry and responsibilities to the policyholders.
- Must have substantial experience working within an Agency Management System.
- Must have shown the ability to build and maintain relationships with carriers, specialists and members and facilitate effective dialogue.
- ALMI, CIC, CFP® or other industry designation is considered a plus.
Benefits
- Equal employment opportunity regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance salesfinancial advisory solutionsinsurance systemsagency management systeminsurance contract deliverylead generationreferral processesmember needs assessmentinsurance solutions deliveryproductivity benchmarks
Soft Skills
collaborationrelationship buildingcommunicationindependencefeedback sharingconsultative guidanceproblem-solvingnetworkingteam supportdialogue facilitation
Certifications
North Carolina Life LicenseNorth Carolina Personal Lines LicenseProperty & Casualty LicenseALMICICCFP