Inside Insurance Sales - Kingston, NY

ULSTER INSURANCE SERVICES INC; Stockade District (NY); On-site; USD 46,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

Medical insurance

Dental insurance

Vision insurance

Matching 401k plan

Educational assistance

Job summary

Ulster Savings Bank is seeking an Inside Insurance Salesperson in New York. You will write and retain personal and business insurance accounts, leveraging branch traffic and referrals to grow a diversified client base.

The role emphasizes building strong relationships and delivering tailored insurance solutions. You will manage the full sales cycle, collaborate with the service team, and maintain accurate pipeline records while meeting production goals and regulatory guidelines.

Qualifications

• Active New York State Property & Casualty license is required.
• Minimum of three years of insurance sales experience, preferably Personal Lines; Small Business experience is a plus.
• Must have a valid driver’s license and be willing to travel to regional locations as needed.

Responsibilities

• Develop new and maintain existing customer relationships.
• Drive the sales process from lead generation to closing the deal.

Skills

Communication skills

Microsoft Office

Analytical skills

Sales presentation

Interpersonal skills

Independent work

Team collaboration

Regulatory compliance

Tools

Applied EPIC

Microsoft Office Suite

Job description

Working at Ulster Savings BankAt Ulster Savings Bank, you’ll be part of an enthusiastic team of people where we believe in working closely together for the benefit of our customers, communities, and each other. When you add this to an environment that allows skills and experience to bring forth growth and change, you’ll find plenty of room to grow professionally. We offer an excellent benefit package, including paid time off, paid holidays, medical, dental and vision insurance, matching 401k plan, and educational assistance. Final candidates are subject to a pre-employment background check, which will include, but is not limited to credit history.Ulster Savings Bank is officially Certified by Great Place To WorkClick here to learn about our benefit package.Business Development drives financial performance through profitable revenue growth, goal attainment and exceptional customer service. All employees have a role in Business Development and are responsible for identifying potential opportunities to cross sell all Bank products and/or services to both new and existing clients. Employees will continually prospect, both within and outside of the Bank, to create new lead streams for any and all of the Bank's business lines.Job Summary:The Inside Insurance Salesperson serves as a trusted advisor who writes and retains personal and business insurance accounts by creating a strong foundation of reliability and credibility from the first interaction. Responsible for managing the full sales cycle, this role converts branch traffic, assigned internal referrals, cross-selling opportunities, web/phone leads, and local connections with centers of influence from prospects into customers. This professional drives new business growth by matching unique client needs with customized insurance solutions. They protect the active book of business by maintaining strong, long-term customer relationships. Day-to-day administrative support is handled effectively through collaboration with the agency's dedicated service team.Compensation:This position offers a base salary plus commission, with the specified range of $45,800 to $75,000 reflecting estimated earnings based on first-year sales performance.Essential SkillsExcellent verbal and written communication skills paired with proficiency in the Microsoft Office SuiteMaintain a high level of enthusiasm and effectivenessStrong analytical, mathematical, and evaluation capabilities to assess client risk factorsSelf-directed workflow management to meet both internal production goals and client deliverablesSound professional judgment regarding regulatory compliance and corporate policy alignmentHigh level of interpersonal skillsAbility to create and deliver highly effective presentationsAbility to work independently and within a team environmentAbility to advise clients on comprehensive insurance coverage in a clear, articulate, and effective mannerEssential Duties and ResponsibilitiesEstablishes an approachable in-branch presence to naturally connect retail banking customers with customized insurance offeringsDevelop new and maintain existing customer relationshipsDrive the sales process from lead generation to “closing the deal”Collaborate with Retail Management to achieve partners referral goalsAnalyzes prospective client risk profiles to design appropriate personal and business policy optionsActively drives brand awareness by representing the agency at two or more public community events per month while participating in and generating engaging social media contentAdvises customers clearly and effectively on insurance policies, ensuring coverages accurately match risk exposures and needsIdentifies coverage gaps within the existing book of business and cross-sells or endorses existing policies per customer directionBuilds local networks with centers of influence and contact two or more times per month to cultivate consistent, independent referral pipelinesExercises sound risk pre-screening to ensure all incoming accounts align strictly with carrier and agency underwriting guidelinesFacilitates warm client transitions to the dedicated service team for routine account maintenance while actively nurturing and preserving key account relationshipsRecords accurate pipeline updates and inputs all client and carrier communications inside the Agency Management System according to agency data compliance standardsEmbodies and promotes organizational core values during every internal and public interactionAny other duties as assigned by managementMinimum RequirementsMust possess an active, valid New York State Property and Casualty (P&C) license.Minimum of three (3) years of insurance sales experience with a focus on Personal Lines. Experience with Small Business accounts is preferred but not required, though the candidate must possess the ability to sell and service both account types effectively once trained.Must possess a valid driver's license and maintain the flexibility to travel to and work out of additional regional locations upon request.Experience with Applied EPIC (Agency Management System) is preferred but not requiredUlster Savings Bank is an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability or protected veteran status, and any other basis protected by applicable local, state, or federal law or Executive Orders.