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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance sales and service, with a focus on delivering tailored insurance solutions and building strong relationships with clients and industry partners. Proficient in utilizing agency management systems and SECU technology to enhance productivity and meet benchmarks.
Highest-signal resume keywords
Insurance Sales ExperienceNorth Carolina Life LicenseAgency Management System ProficiencyRelationship BuildingInsurance Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Solutions DeliveryAnnuity ContractsPersonal Lines InsuranceAuto InsuranceHome Insurance
Soft Skills
Consultative GuidanceEffective CommunicationCollaboration
Tools & Technologies
SECU TechnologyLead PlatformsMarketing Campaigns
Certifications & Qualifications
North Carolina Personal Lines LicenseProperty & Casualty LicenseALMICICCFP®
Industry Keywords
Insurance Best PracticesReferral NetworksContinuing Education RequirementsPolicyholder Responsibilities
About the role
Key responsibilities & impact- Provide comprehensive consultative insurance guidance and grow local delivery of insurance services within the assigned area
- Act as an experienced auto, home, life, and annuity insurance agent in the designated territory
- Engage personnel across all business lines and establish effective referral processes
- Deliver life/personal lines insurance and annuity contracts as a member-facing Insurance Specialist within SECU locations
- Provide light territorial support and guidance to newer Insurance Specialists
- Use SECU technology, marketing campaigns, lead platforms, and member branch visits to meet insurance productivity benchmarks
- Coordinate with other specialists on complex scenarios and holistic member needs
- Assess member needs and deliver insurance solutions according to established systems, processes, and carrier requirements
- Advise on insurance best practices and share feedback with leadership
- Build referral networks across all business lines
Requirements
What you’ll need- 2 years of insurance sales and service experience or related financial services experience
- Must possess active North Carolina Life and Personal Lines or Property & Casualty licenses
- Must satisfy all continuing education requirements
- Advanced knowledge of the insurance industry and responsibilities to policyholders
- Substantial experience working within an Agency Management System
- Demonstrated ability to build and maintain relationships with carriers, specialists, and members and facilitate effective dialogue
- ALMI, CIC, CFP® or other industry designation (preferred)
Benefits
Comp & perks- Full-time employment
- Some travel within assigned region
