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Licensed Insurance Advisor
Location: 3700 South Blvd. Suite 400 Charlotte, NC 28209
Job Grade: 9
primary functions:
The position of Member Insurance Advisor – Property & Casualty is responsible for providing personalized insurance solutions for Skyla Credit Union members by quoting, issuing, and servicing property and casualty policies. This role focuses on building long-term member relationships through expert guidance, proactive service, and a deep understanding of both insurance offerings and credit union products.
responsibilities:
Job Grade: 9
primary functions:
The position of Member Insurance Advisor – Property & Casualty is responsible for providing personalized insurance solutions for Skyla Credit Union members by quoting, issuing, and servicing property and casualty policies. This role focuses on building long-term member relationships through expert guidance, proactive service, and a deep understanding of both insurance offerings and credit union products.
responsibilities:
- Provide accurate and timely quotes for new business and issue policies for property and casualty coverage.
- Maintain high member retention through excellent service and proactive policy reviews.
- Actively contact members from provided leads to gather necessary information for insurance quotes.
- Uncover additional member needs and recommend additional policies and coverage to existing monoline clients.
- Manage policy renewals, including re-shopping policies with alternate carriers when appropriate.
- Serve as a resource for members by resolving service issues and answering insurance-related inquiries.
- Request and follow up on member referrals to support business development goals.
- Meet or exceed established sales and service goals; maintain accurate daily activity records.
- Utilize the Agency Management System (QQ Catalyst), PL Rater, and carrier websites for quoting, servicing, and documentation.
- Ensure consistent, high-quality member service aligned with the credit union’s values and service standards.
- Maintain accurate records of sales activity, policy quotes, referrals, and service interactions; regularly report progress toward individual and team goals to management.
- Provide feedback on quoting processes, member pain points, and system improvements to enhance efficiency and service delivery.
- Maintain a strong working knowledge of credit union products and services and actively refer members to branch teams or online platforms based on their financial needs.
- Assist department leadership in collaborating with the marketing team to support campaigns and promotions related to insurance products and member outreach.
- Keep up-to-date with changes in insurance regulations, carrier products, and competitive offerings to ensure accurate and current advice for members.
- Identify and escalate potential compliance, risk, or fraud issues related to insurance interactions, ensuring timely resolution and reporting.
- Comply with all Federal regulations, Credit Union policies and procedures, including Bank Secrecy and the USA Patriot Act.
- Perform job duties in accordance with the Credit Union's values, mission and vision.
- Performs other duties as assigned.
minimum requirements:
- Bachelor’s degree in a related field or a combination of education and experience.
- 2 years of experience in selling property and casualty insurance products.
- Active North Carolina Property and Casualty Insurance License.
- Professional verbal and written communication skills with a strong attention to detail.
- Excellent communication and interpersonal skills and a desire to interact with members.
- Proven track record in achieving sales goals and generating new business.
- Ability to manage time effectively in a performance driven environment.
- Positive attitude, self motivated and results oriented.
- Must be proficient in the Microsoft suite of products and have a familiarity with insurance agency management systems.
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