Insurance Relationship Specialist

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

Purpose:

To support all aspects of personal lines insurance, including quality control of underwriting and compliance requirements, retention, remarketing, and servicing policies.

• Assist insurance specialists with routine software navigation, coverage selection, and carrier communications to ensure accurate frontline underwriting.
• Conduct policy retention by contacting members for rate and coverage reviews, rewriting policies as needed.
• Resolve standard compliance issues with insurance specialists to ensure accurate documentation and alignment with carrier and agency standards.
• Provide direct phone assistance to members for policy servicing needs and new business inquiries.
• Run insurance quotes and issue policies for specialized lines where specialists lack system access.
• Resolve foundational policy and business-related inquiries for agency staff within the internal support queue.

Required

Education:

Bachelors;
Acceptable Fields of Study:
Communications, Business Management, Finance, Risk Management, Mathematics or related fields of study.

Required Relevant

Experience:

2 years.

Required Knowledge, Abilities,

Skills:

• Must have in-depth knowledge of Property and Casualty Insurance industry and the responsibilities to the policyholders.
• Must have experience working with multiple insurance carriers in an agency management system.
• Must work independently and be proficient with carrier systems and processes.
• Must have the ability to build and maintain relationships with carriers, peers and members.
• Minimum of two years of experience in property and casualty insurance sales and service.
• Must possess active North Carolina Personal Lines or Property & Casualty licenses or obtain those licenses within 1 month of hire.
• Certified Insurance Counselor (CIC) designation preferred.

• Sitting for prolonged periods
• Carrying up to 15 lbs.
• Lift up to 15 lbs.
• Push/Pull up to 15 lbs.
• 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.

State Employees' Credit Union is a not-for-profit, member-owned financial cooperative with a "Do the Right Thing" mission and a goal of helping people in our community.

SECU values the differences in our staff and in our North Carolina communities. We believe that embracing the uniqueness of individuals makes our cooperative stronger, more innovative and better able to serve SECU members.