SECU
SECU
5,001 – 10,000 Employees
BankingFinance
SECU is a North Carolina-based credit union and financial services organization serving more than 2.6 million members through a network of over 270 branches and digital channels. Founded in 1937, it primarily serves employees of the State of North Carolina, public boards of education, and their families. Members can manage their accounts around the clock through SECU ATMs, phone services, website, and mobile app. The organization operates in banking and finance and is federally insured.

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.

Description

  • 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.

Requirements

  • 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.

Benefits

  • Full-time employment.
  • Some travel within the assigned region.

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