Provides consultative auto, home, life, and annuity insurance guidance to credit union members. Delivers insurance solutions, builds referral networks across business lines, supports branch and territory productivity goals, coordinates complex member needs, and advises leadership on insurance best practices. Requires active North Carolina insurance licenses and experience with agency management systems.
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
The Insurance Specialist 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 (Knowledge, Skills, & Abilities):
- 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 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 (Knowledge, Skills, & Abilities):
- 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.
SECU Charlotte, North Carolina, USA Office
Charlotte, United States
SECU Gastonia, North Carolina, USA Office
Gastonia, United States
SECU Hickory, North Carolina, USA Office
Hickory, United States
SECU Indian Trail, North Carolina, USA Office
Indian Trail, United States
Similar Jobs
Insurance • Financial Services
Verifies life and health insurance applications through outbound calls, documents information for underwriting, explains application procedures, completes paperwork, updates quality assurance records, transfers calls, and meets departmental KPIs. The role requires strong customer service, accurate data entry, multitasking, organization, computer proficiency, and preferably bilingual English-Spanish communication. This is a part-time remote position.
Top Skills:
MS OfficeQuality Assurance Database
.png)
Fintech
Own and optimize paid acquisition for auto insurance, beginning with hands-on Google Ads management and expanding into paid social and emerging channels. Responsibilities include SEM campaign strategy, state and DMA targeting, bidding, keyword and ad optimization, quote-funnel analysis, competitive auction management, performance reporting, and insurance advertising compliance. The role requires deep U.S. auto insurance paid media experience, budget ownership, lead-generation economics expertise, and independent optimization judgment.
Top Skills:
Bing AdsGoogle AdsMeta AdsMicrosoft AdvertisingPerformance MaxSmart BiddingTiktok Ads
Healthtech • Software • Financial Services
Resolves outstanding orthodontic insurance accounts by researching unpaid claims, contacting carriers, submitting and resubmitting claims, reconciling payments, and adjusting patient accounts. The role also supports patients with insurance questions, documents claim activity, navigates practice management systems and insurance portals, and independently manages high-volume accounts while meeting accuracy and productivity standards.
Top Skills:
Cloud 9DolphinOrtho2OrthotracTops
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
