Insurance Specialist I

Job description

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Position Overview: To provide comprehensive consultative insurance guidance and grow the local delivery of insurance services within assigned area. To act as an experienced auto, home, life, and annuity insurance agent in the designated territory. To engage personnel across all business lines and work collaboratively to establish effective referral processes and ensure member holistic financial planning needs are met. Essential Responsibilities: (25%) Responsible for life/personal lines insurance and annuity contract delivery as a member facing Insurance Specialist within SECU locations and provides light territorial support and guidance to newer Insurance specialists within the network. (25%) 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 desired activity productivity levels with minimal guidance and oversight. (15%) Has advanced understanding of all financial advisory solutions to co...