Insurance Specialist I

SECU

Insurance Specialist providing consultative insurance guidance and acting as an experienced insurance agent. Collaborating across business lines to meet member financial planning needs in North Carolina.

Posted 4/15/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.

ATS Keywords

✓ Tailor your resume

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