Insurance Specialist

Insurance Specialist page is loaded## Insurance Specialist locations:
Charlotte-Providence Rd:
Waxhaw:
Matthews:
Indian Trailtime type:
Full time posted on:
Posted Todayjob requisition :
JR-14236
** If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
** The Insurance Specialist with an insurance focus is responsible for providing exemplary member service, comprehensive consultative insurance guidance, and growing the delivery of insurance services through branch, telephone and/or digital delivery channels.  They must be knowledgeable of operational procedures in their platform areas, have shown continual growth in their ability to deliver insurance solutions, and have begun to act in an advisory capacity, more proactively helping members to manage their insurance needs and identify other financial products to fit their overall plan.
** Performance Expectations and Essential Responsibilities
*** Proficiently works to meet members’ insurance needs including: explaining coverage options, delivering quotes, writing policies and policy servicing.
* Interacts with members in an advisory capacity, more proactively helping them to identify suitable insurance and other financial products to fit their overall financial plan.
* Has advanced understanding of all financial advisory solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
* Provides support and guidance to newer/less experienced FAS Specialists
* Utilizes SECU technology, marketing campaigns, lead platforms, and member branch visits to achieve daily activity levels that align with branch/territory/region insurance productivity benchmarks.
* Works independently and successfully achieves expected activity productivity levels as defined by management with limited need for guidance and oversight.
* Effectively builds referral networks across all business lines to ensure members insurance needs are met and works referrals to ensure members are connected with a qualified FAS employee.
* Demonstrates advanced insurance knowledge and articulates best practices and shares valuable feedback to management and Financial Advisor Services (FAS) leadership teams. Actively looks for ways to improve the overall process of the delivery of financial advisory services and relays suggestions to Management.
* Consistently demonstrates a strong understanding of each insurance company’s products, services, underwriting requirements and risk appetite and places new business effectively in light of those requirements.
* Consistently demonstrates a strong understanding and effectively be able to navigate SECU operational systems, Applied EPIC, various insurance carrier websites and new systems as introduced in the future.
* Comply with all Credit Union policies and regulatory requirements.
* Ensure all member information remains confidential and members’ accounts are accessed for business purposes only.
* Follow all security and control procedures.
* Consistently greets and assist members in a courteous, professional, and timely manner through all service channels – in-person, phone, and digital communication.
* Demonstrated willingness to actively work with FAS Contact Center management team to strengthen proficiency in member service delivery.
* Ensure that proper identification of members is taking place and all actions are compliant with SECU’s Member Information Security Procedure (MISP).
* Willing to assist in other areas of the operation as needed.
* Professionally interact with other departments to facilitate member requests.
* Consistently maintains acceptable performance level based on Key Performance Indicators (KPI’s) and achieves and maintains standards as directed by management.
* Regular attendance and punctuality are mandatory.
* Soft skills and call quality consistently maintained at an acceptable level.
* Specialists in the FAS Contact Center will consistently demonstrate a strong understanding of CXOne platform and be available in member-facing skill sets as determined by management.
* Consistently demonstrates current and…