Insurance Specialist

State Employees Credit Union of New Mexico(1 month ago)

OnsiteFull TimeSenior$108,400 - $146,885 (estimated)Financial Advisory Services

About this role

An Insurance Specialist at the credit union provides consultative insurance guidance and supports the delivery of insurance services across branch, telephone, and digital channels. The role focuses on advising members, helping them understand appropriate insurance solutions, and coordinating with Financial Advisor Services to ensure holistic member service. The position operates within the Financial Advisor Services/Contact Center environment and aligns with the credit union's "People Helping People" philosophy.

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Required Skills

Insurance Sales
Consultative Advice
Policy Servicing
Licensing Compliance
Member Service
Communication
Problem Solving
Multi-Tasking
Referral Building
Cross-Selling

+4 more

Qualifications

Four-Year Degree (preferred)
High School Diploma or GED (alternative)
North Carolina Life and Health Insurance License
Property and Casualty Insurance License or Personal Lines Insurance License
Valid Driver's License

About State Employees Credit Union of New Mexico

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