Licensed Insurance Advisor - Property & Casualty

Skyla Credit Union

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:

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.

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Licensed Insurance Advisor - Property & Casualty in Charlotte, NC vacancy

Underwriter - Hybrid
$63k - $87k
...About Us At Selective, we don't just insure uniquely, we employ uniqueness. Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong... ...and services. Must have a valid license and be able to drive an automobile to support...
Suggested
Selective Insurance Company of America
Charlotte, NC
4 days ago
Commercial Lines Underwriter
$62.42k - $96.13k
...Commercial Lines Underwriter For over 60 years, FCCI Insurance Group has built a reputation on trust and relationships. As a leading super-regional property & casualty insurer with strong financials and excellent partnerships with our independent agents, FCCI is committed...
Suggested
Work experience placement
Work at office
Local area
Flexible hours
FCCI Insurance Group
Belmont, NC
8 hours ago
Strategic Large Accounts Underwriter
$82k - $118k
A U.S. property and casualty insurance firm in Charlotte is seeking an Underwriter for large accounts, responsible for pricing and issuing policies. The ideal candidate should have at least 3 years of commercial underwriting experience, effective communication, and negotiation...
Suggested
Selective Insurance
Charlotte, NC
4 days ago
Production Underwriter - Remote in Southern Region
$101k - $137k
...About Us At Selective, we don't just insure uniquely, we employ uniqueness. Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong... ...Must have valid state-issued driver's license in good standing and be able to drive an...
Suggested
Work at office
Remote work
Flexible hours
Selective Insurance
Charlotte, NC
4 days ago
Executive Commercial Lines Underwriter - Charlotte, NC
$90k - $154k
...Commercial Lines Underwriter - Charlotte, NC At Utica National Insurance Group, 1,400 employees countrywide take our corporate... ...is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the...
Suggested
Full time
For contractors
Work experience placement
Work at office
Home office
Flexible hours
Utica National Insurance Group
Charlotte, NC
6 hours ago
Senior Casualty Underwriter - General Liability & Excess E&S Wholesale
...Production Underwriter Specializing In Wholesale Excess & Surplus Casualty As a Senior Production Underwriter specializing in... ...experience and/or other related experience CPCU or professional insurance designation preferred Proven analytical ability to evaluate...
Local area
Liberty Mutual Insurance Group
Charlotte, NC
4 days ago
AVP - Underwriter, Excess Casualty
...has a unique opportunity for an AVP - Underwriter on our Excess Casualty Retail team. Our U.S. Excess Casualty team brings significant... ...experience and authority. Strong expertise in Casualty insurance. Proven ability to exercise sound judgment, negotiate effectively...
Full time
Work at office
Flexible hours
Night shift
Sompo International
Charlotte, NC
4 days ago
High Net Worth Insurance Advisor - Personal Lines
...now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of... ...platform. Qualifications ~ State-issued Property and Casualty or Life and Health Insurance Producer License. ~4-year Degree in Business Management, Sales,...
Flexible hours
Trucordia
Charlotte, NC
6 hours ago
High Net Worth Insurance Advisor Personal Lines
...Trucordia tools and sales management platform. Qualifications: Qualifications ~ State-issued Property and Casualty or Life and Health Insurance Producer License. ~4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study...
Flexible hours
Trucordia
Charlotte, NC
2 days ago
Actuary - Auto and Property Modeling
$127.31k - $229.16k
...Actuarial or analytical business experience. * Associate of the Casualty Actuarial Society (ACAS) Credential. * Demonstrated advanced... ...comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program...
Full time
H1b
Work at office
Remote work
Relocation package
Flexible hours
USAA
Belmont, NC
1 day ago
Senior Underwriter - Inland Marine
$77.5k - $117.13k
...Your Team Allianz Commercial (AzC) is one of the largest marine insurers in the world and is a leader in inland marine insurance and related property coverage across North America and various worldwide locations. With a depth and breadth of marine capabilities...
Permanent employment
Full time
Contract work
For contractors
Work at office
Local area
Remote work
Worldwide
Visa sponsorship
Work visa
Flexible hours
Allianz
Charlotte, NC
7 hours ago
Senior Portfolio Underwriter
...Berkley operating unit offering preferred inland marine and related property risks and services. Headquartered in Chicago, Berkley Fire &... ...to package appropriate solutions to meet the needs of the insured while ensuring profitable outcomes for Berkley Fire & Marine....
Full time
Work at office
Remote work
W. R. Berkley
Charlotte, NC
5 days ago
Ocean Marine Senior Underwriter / Account Executive Officer- Business Center
$109.3k - $180.2k
...each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on...
Local area
Travelers Insurance
Charlotte, NC
4 days ago
Senior Underwriter / Account Executive Officer - Excess Property
$120.4k - $198.7k
...each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on...
Local area
Travelers Insurance
Charlotte, NC
3 days ago
Rent Underwriter
...tenant screening and placement service for landlords), and Mynd (property management platform for both Retail and Institutional... ...office/cell phone subsidies ~ Robust health, dental, vision insurance, and more Must be authorized to work in the U.S. is a precondition...
Local area
Remote work
Home office
Visa sponsorship
Roofstock
Charlotte, NC
4 days ago
Traveling Compliance Specialist
...and innovator, Fairstead brings development, construction, and property management under one unified platform to deliver high-quality... ...BENEFITS: ~ Generous employer contribution for Medical Insurance through Meritain Health. ~ Employer Paid Vision Plans...
Interim role
Flexible hours
Fairstead ESC LLC
Charlotte, NC
4 days ago
Life Insurance Advisor - Remote (Commission-based)
...Life Insurance Advisor – Remote (Commission-Based) Overview Groupe Financier Signature is an independent Managing General Agency that... ...in sales or finance is an asset but not required Licensed in Life Insurance (or willing to obtain license) Requirements...
Hourly pay
For contractors
Remote work
Flexible hours
Group Financier Signature
Charlotte, NC
1 day ago
Underwriter, Commercial Insurance Specialty
...position will primarily be focused on underwriting Commercial Property & Casualty opportunities across all lines of business including... ...including monitoring of progress and make regular broker and insured visits. This position will be based on experience in underwriting...
Full time
Temporary work
Work at office
Local area
Chubb
Charlotte, NC
20 hours ago
Personal Lines Underwriter
...start when a loss occurs. Job Description Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated underwriting... ...Bachelor's degree or direct equivalent experience with property/casualty underwriting Ability to organize data, multi-task and...
Traineeship
Local area
Auto-Owners Insurance
Charlotte, NC
4 days ago
Small Business Underwriter
...experience. ~ Must possess strong commercial casualty risk underwriting skill and competence... ...About Us Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident...
Full time
Temporary work
Local area
Chubb
Charlotte, NC
2 days ago
Senior Underwriter, Commercial Insurance Specialty
$100k - $165k
...Soliciting, selecting and analyzing risk within Chubb Commercial Insurance guidelines and ensuring proper documentation. Developing... ...in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health...
Full time
Temporary work
Work at office
Local area
Home office
Chubb
Charlotte, NC
4 days ago
Executive Underwriter or AVP, Underwriting Director - Construction Property
$100k - $215k
...Executive Underwriter or AVP, Underwriting Director - Construction Property 133612 Zurich is seeking an experienced Executive... ...Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating annual rules. Develop, maintain...
Full time
Apprenticeship
Work at office
Local area
Remote work
Visa sponsorship
Flexible hours
Zurich NA
Charlotte, NC
3 days ago
Senior Underwriter-Analyst
$105.76k - $129.26k
...customers, our employees, and the community. We're a mutual insurance company owned by our Northwest policyholders. We provide auto... ...in a clear, concise and understandable manner ~ Advanced Property & Casualty insurance knowledge ~ Chartered Property Casualty Underwriter...
Full time
Temporary work
Part time
Work experience placement
Immediate start
Work from home
Flexible hours
PEMCO Insurance
Belmont, NC
5 days ago
Driver License Examiner I - District H
$44.21k
...months of the hire date. We are currently looking for Driver License Examiners to serve the citizens of North Carolina. You will be... ...road test in all types of weather. You will serve as a public advisor to identify any possible health concerns with drivers, advise customers...
Work experience placement
Work at office
Relocation package
Monday to Friday
Night shift
North Carolina
Belmont, NC
3 days ago
Temporary Driver License Examiner I
$20.85 per hour
...statewide. We are currently looking for Driver License Examiners. You will be responsible for... ...of weather. You will serve as a public advisor to identify any possible health concerns... ...per week may be eligible for health insurance coverage under the High-Deductible Health...
Hourly pay
Permanent employment
Temporary work
Work experience placement
Work at office
Monday to Friday
Night shift
North Carolina
Belmont, NC
4 hours ago
Senior Underwriter, Commercial Insurance Specialty
...Senior Underwriter Chubb Commercial Insurance is currently seeking a skilled Commercial... ...and brokers. Products include Package, Property, General Liability, Auto, Worker's Compensation... ...will have experience in both Property & Casualty lines of business. Familiarity with...
Local area
Home office
Chubb
Charlotte, NC
4 days ago
Intelligence Analyst II
$47.7k - $56k
...jurisdiction including narcotics, arson, election laws, misuse of state property, environmental crimes, human trafficking, child sexual abuse... ...of leave options, professional development opportunities, insurance, and more. To learn more about the benefits of being a North...
Permanent employment
Full time
Temporary work
Part time
Work experience placement
Internship
Work at office
Local area
Monday to Friday
Night shift
State of North Carolina
Charlotte, NC
2 days ago
Employment Consultant
$42k - $44k
...weekend work may be necessary to support events and other initiatives throughout the year Access to an automobile with applicable insurance or other reliable transportation Employment is contingent upon state accreditation and the ability to obtain federal...
Casual work
Work at office
Local area
Worldwide
Best Buddies International
Matthews, NC
4 days ago
Production Underwriter/Broker
$65k - $150k
...USG Insurance Services Hours: 8:30-5:00 Local Time Location: Remote or hybrid,... ...our primary customer, the independent Property and Casualty Retail Agent. Acting as a representative... ...technical procedures. ~ Certificates, Licenses, Registrations: P&C License required....
Contract work
Temporary work
Local area
Remote work
Flexible hours
USG Insurance Services
Charlotte, NC
3 days ago
Executive Underwriter, Commercial Insurance Specialty
$100k - $165k
...Soliciting, selecting and analyzing risk within Chubb Commercial Insurance guidelines and ensuring proper documentation. Developing... ...in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health...
Full time
Temporary work
Work at office
Local area
Home office
Chubb
Charlotte, NC
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Insurance Advisor - Property & Casualty. Be the first to apply!