Position Overview:
The Senior Insurance Specialist is responsible for providinge comprehensive consultative insurance guidance and growing the local delivery of insurance services within assigned area. This role acts as the senior advisor for auto, home, life, and annuity insurance agent in the designated territory. The Senior Specialist 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:
- (45%) Utilizes SECU technology, marketing campaigns, lead platforms, and member branch visits to achieve daily activity levels that meet and consistently exceed branch/territory/region insurance productivity benchmarks.
- (35%) Responsible for life/personal lines insurance and annuity contract delivery as a member facing Insurance Specialist within SECU locations and provides support and guidance to Insurance Specialists within the regional network
- (5%) Collaborate with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
- (5%) Leads efforts to articulate best practices and share valuable feedback to management and Financial Advisory Services (FAS) leadership teams. Leads team discussions and presents demonstrations and business development techniques to the regional team and FAS network.
- (5%) Trains and mentors new Insurance Specialists
- (5%) Effectively builds referral networks across all business lines to ensure member insurance needs are met.
Required Education & Experience (Knowledge, Skills, & Abilities):
- Bachelor’s degree and 5 years of insurance sales and service experience or high school diploma/GED and 7 years of insurance sales and service experience.
- Must possess active North Carolina Life and Personal Lines or Property & Casualty licenses and satisfy all continuing education requirements.
- Extensive knowledge of insurance industry and responsibilities to the policyholders.
- Extensive experience working within an Agency Management System.
- Demonstrated ability to build, strengthen and maintain relationships with carriers, specialists and members and shows willingness and ability to lead effective and productive interactions.
- Demonstrated success delivering insurance services effectively.
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.
Preferred Education & Experience (Knowledge, Skills, & Abilities):
- Bachelor’s degree preferred.
- ALMI, CIC, CFP® or other industry designation is considered a plus.