Senior Insurance Specialist

SECU

Senior Insurance Specialist delivering auto, home, life, annuity, and personal-lines insurance for SECU members. Advising branches, building referrals, mentoring specialists, and driving regional insurance productivity.

Posted 8/7/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive knowledge of the insurance industry, delivering life and personal lines insurance services while effectively building and maintaining relationships with clients and carriers. Proven ability to lead, mentor, and train Insurance Specialists, ensuring holistic financial planning needs are met.

Highest-signal resume keywords

Insurance Sales ExperienceActive North Carolina Life LicenseAgency Management System ProficiencyRelationship BuildingTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance Services DeliveryFinancial PlanningPolicyholder ResponsibilitiesAnnuity ContractsInsurance Productivity Benchmarks

Soft Skills

Effective CommunicationMentoringCollaborationProblem Solving

Tools & Technologies

SECU TechnologyLead PlatformsMarketing Campaigns

Certifications & Qualifications

North Carolina Personal Lines LicenseProperty & Casualty LicenseALMICICCFP®

Industry Keywords

Insurance IndustryReferral NetworksFinancial Advisory ServicesContinuing Education Requirements

About the role

Key responsibilities & impact

Provide comprehensive consultative insurance guidance and grow local delivery of insurance services within the assigned area
Act as senior advisor for auto, home, life, and annuity insurance agents in the designated territory
Engage personnel across business lines to establish effective referral processes and meet members' holistic financial planning needs
Use SECU technology, marketing campaigns, lead platforms, and member branch visits to meet or exceed insurance productivity benchmarks
Deliver life/personal lines insurance and annuity contracts as a member-facing Insurance Specialist within SECU locations
Support and guide Insurance Specialists within the regional network
Collaborate on complex scenarios to ensure members' needs are met holistically
Articulate best practices and provide feedback to management and Financial Advisory Services leadership
Lead team discussions and present demonstrations and business development techniques
Train and mentor new Insurance Specialists
Build referral networks across all business lines

Requirements

What you’ll need

Bachelor's degree and 5 years of insurance sales and service experience, or high school diploma/GED and 7 years of insurance sales and service experience
Active North Carolina Life and Personal Lines or Property & Casualty licenses
Satisfy all continuing education requirements
Extensive knowledge of the insurance industry and policyholder responsibilities
Extensive experience working within an Agency Management System
Ability to build, strengthen, and maintain relationships with carriers, specialists, and members
Willingness and ability to lead effective and productive interactions
Demonstrated success delivering insurance services effectively
Bachelor's degree preferred
ALMI, CIC, CFP® or other industry designation considered a plus
Ability to work in an SECU branch location and travel within the assigned region
Ability to sit, use the telephone, and use a computer for prolonged periods

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account SECU Website LinkedIn All Job Openings 5001 - 10000 employees 🏦 Banking 💸 Finance Banking
Finance SECU is North Carolina's largest credit union, serving over 2. 6 million members through more than 270 branch offices. Established in 1937, SECU aims to promote the principle of 'people helping people' by providing financial services primarily to employees of the State of North Carolina, public boards of education, and their families. Members benefit from 24/7 access to account services through various channels, including ATMs, phone, the SECU website, and a mobile app. SECU is federally insured and recognized as the best credit union in North Carolina by Forbes Magazine. Senior Insurance Specialist 🔥 1 minute ago 🏢 Charlotte – Onsite ⏰ Full Time 🟠 Senior 🔒 Insurance Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Provide comprehensive consultative insurance guidance and grow local delivery of insurance services within the assigned area
Act as senior advisor for auto, home, life, and annuity insurance agents in the designated territory
Engage personnel across business lines to establish effective referral processes and meet members' holistic financial planning needs
Use SECU technology, marketing campaigns, lead platforms, and member branch visits to meet or exceed insurance productivity benchmarks
Deliver life/personal lines insurance and annuity contracts as a member-facing Insurance Specialist within SECU locations
Support and guide Insurance Specialists within the regional network
Collaborate on complex scenarios to ensure members' needs are met holistically
Articulate best practices and provide feedback to management and Financial Advisory Services leadership
Lead team discussions and present demonstrations and business development techniques
Train and mentor new Insurance Specialists
Build referral networks across all business lines 🎯 Requirements
Bachelor's degree and 5 years of insurance sales and service experience, or high school diploma/GED and 7 years of insurance sales and service experience
Active North Carolina Life and Personal Lines or Property & Casualty licenses
Satisfy all continuing education requirements
Extensive knowledge of the insurance industry and policyholder responsibilities
Extensive experience working within an Agency Management System
Ability to build, strengthen, and maintain relationships with carriers, specialists, and members
Willingness and ability to lead effective and productive interactions
Demonstrated success delivering insurance services effectively
Bachelor's degree preferred
ALMI, CIC, CFP® or other industry designation considered a plus
Ability to work in an SECU branch location and travel within the assigned region
Ability to sit, use the telephone, and use a computer for prolonged periods Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Tech Risk, Third Party Risk Management 🕒 2 days ago AT&T 10,000+ employees 📡 Telecommunications Website LinkedIn All Job Openings AT&T technology risk principal evolving third-party risk management for telecom operations. Advising stakeholders on governance, controls, regulatory compliance, and technology supplier risks. 🏢 Charlotte – Onsite 💵 $155.4k - $261.1k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🔒 Insurance 🦅 H1B Visa Sponsor Specialized Fiduciary Officer II, Life Insurance Trust 🕒 July 31 Bank of America 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Specialized Fiduciary Officer II role at Bank of America, ensuring compliance with fiduciary laws and regulations. Administering trust accounts and mitigating fiduciary risks with a focus on life insurance trust administration. 🏢 Charlotte – Onsite ⏰ Full Time 🟡 Mid-level 🟠 Senior 🔒 Insurance 🦅 H1B Visa Sponsor View More Insurance Professional Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates About us Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs