SECU उत्तरी कैरोलिना स्थित एक क्रेडिट यूनियन और वित्तीय सेवा संगठन है, जो 270 से अधिक शाखाओं और डिजिटल माध्यमों के नेटवर्क के जरिए 26 लाख से अधिक सदस्यों को सेवाएँ प्रदान करता है। 1937 में स्थापित यह संस्था मुख्य रूप से उत्तरी कैरोलिना राज्य के कर्मचारियों, सार्वजनिक शिक्षा बोर्डों और उनके परिवारों की सेवा करती है। सदस्य SECU के एटीएम, फोन सेवाओं, वेबसाइट और मोबाइल ऐप के माध्यम से चौबीसों घंटे अपने खातों का प्रबंधन कर सकते हैं। यह संगठन बैंकिंग और वित्त क्षेत्र में कार्य करता है और संघीय रूप से बीमाकृत है।
Onsite Insurance Specialist – Greenville, NC
Serve SECU members with auto, home, life, annuity, and personal-lines insurance solutions. Build branch referral networks and support holistic financial planning across North Carolina.
विवरण
- Provide consultative insurance guidance and expand local insurance services within the assigned area.
- Serve as an experienced auto, home, life, and annuity insurance agent across the designated territory.
- Engage teams across business lines and develop effective referral processes.
- Deliver life, personal-lines, and annuity contracts as a member-facing Insurance Specialist in SECU locations.
- Offer limited territorial support and guidance to newer Insurance Specialists.
- Use SECU technology, marketing campaigns, lead platforms, and branch visits to meet insurance productivity benchmarks.
- Coordinate with other specialists on complex cases and holistic member needs.
- Assess member needs and provide insurance solutions under established systems, processes, and carrier requirements.
- Advise leadership on insurance best practices and provide feedback.
- Develop referral networks across all business lines.
आवश्यकताएँ
- At least two years of insurance sales and service or related financial services experience.
- Active North Carolina Life and Personal Lines or Property & Casualty licenses.
- Fulfillment of all continuing education requirements.
- Advanced knowledge of the insurance industry and policyholder responsibilities.
- Significant experience using an Agency Management System.
- Ability to build and maintain relationships with carriers, specialists, and members while facilitating effective communication.
- ALMI, CIC, CFP®️, or another industry designation preferred.
लाभ
- Full-time employment.
- Some travel within the assigned region.