Insurance Specialist

State Employees' Credit Union

Multiple Locations, NC, US
**
Licensed north carolina life and health insurance
Licensed property and casualty or personal lines insurance
2 years experience as licensed producing insurance specialist
** State Employees' Credit Union is seeking an Insurance Specialist to deliver exemplary insurance services and advice to its members across various channels. The ideal candidate will possess strong insurance knowledge, relevant experience, and a commitment to member service, contributing to the growth of insurance services within the organization. **

Job Summary

  • The role involves providing exemplary member service and comprehensive consultative insurance guidance through branch, telephone, and digital channels.
  • Candidates must be fully licensed in North Carolina for Life and Health as well as Property and Casualty or Personal Lines Insurance.
  • The position requires a four-year degree in Finance, Marketing, Communication, Risk Management, or two years of additional licensed experience.

Matching Summary

Match Score: 75

** State Employees' Credit Union is seeking an Insurance Specialist to deliver exemplary insurance services and advice to its members across various channels. The ideal candidate will possess strong insurance knowledge, relevant experience, and a commitment to member service, contributing to the growth of insurance services within the organization. **

Skills & Requirements

Must-have

  • Licensed North Carolina Life and Health Insurance
  • Licensed Property and Casualty or Personal Lines Insurance
  • 2 years experience as licensed producing Insurance Specialist
  • 2 years experience in credit union or financial services industry
  • Proficient with SECU technology and Applied EPIC systems
  • Ability to work independently and meet productivity benchmarks

Nice-to-have

  • Strong critical thinking and problem-solving skills
  • Willingness to assist in other operational areas
  • Positive attitude toward members and teammates
  • Experience building referral networks across business lines
  • Adaptability to changes in daily work needs

Key Requirements

  • Four-year degree in Finance, Marketing, Communication, Risk Management, or related field
  • North Carolina Life and Health Insurance license
  • North Carolina Property and Casualty or Personal Lines Insurance license
  • Minimum 2 years experience as a licensed producing Insurance Specialist
  • Minimum 2 years experience in credit union or financial services industry
  • Valid driver's license and possession of a vehicle

Work Rights

Not specified

Tailored Resume

Cover Letter