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.
Responsibilities:
- 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.
Qualifications:
Required Education
- Bachelors; Acceptable Fields of Study: Communications, Business Management, Finance, Risk Management, Mathematics or related fields of study
- Must have in-depth knowledge of Property and Casualty Insurance industry and the responsibilities to the policyholders.
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.
Special Position Requirements:
- 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.
Skills Required
- Bachelor’s degree in Communications, Business Management, Finance, Risk Management, Mathematics, or a related field
- At least two years of property and casualty insurance sales and service experience
- In-depth knowledge of the property and casualty insurance industry and policyholder responsibilities
- Experience working with multiple insurance carriers in an agency management system
- Proficiency with carrier systems and processes; ability to work independently
- Ability to build and maintain relationships with carriers, peers, and members
- Active North Carolina Personal Lines or Property and Casualty license, or ability to obtain within one month of hire
- Certified Insurance Counselor designation
SECU Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SECU and has not been reviewed or approved by SECU.
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Retirement Support — Immediate 100% vesting and a 200% employer match on employee 401(k) contributions from 1–5% of pay (up to a 10% employer match) stand out. This level of support is described as unusually rich among financial‑services employers.
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Leave & Time Off Breadth — 11 paid holidays plus 16 floating‑holiday hours, paid parental and caregiver leave, bereavement and volunteer time, and PTO that can reach 32 days per year with carryover up to 280 hours. These provisions provide predictable time off and flexibility across life events.
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Healthcare Strength — Medical (PPO or HDHP) with HSA/FSA options, dental including a minor‑child orthodontia option, and vision are available for employees and eligible dependents. Employer‑paid basic life/AD&D and short‑term disability, with subsidized long‑term disability, add robust income protection.
SECU Insights
What We Do
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. 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.
