Insurance Specialist I

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

The Insurance Specialist I 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 

• 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 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
• 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.