Inside Insurance Sales Pro – Personal & Small Business Coverage

Ulster Savings Bank; City of Kingston (NY); On-site; USD 46,000 - 75,000; Full time

Job summary

Ulster Savings Bank seeks an Inside Insurance Salesperson to write and retain personal and business insurance accounts by building trust from the first contact. You’ll manage the full sales cycle, converting branch traffic, referrals, web/phone leads, and local connections into customers.

The role emphasizes cross-selling, maintaining strong relationships, and collaborating with the service team to sustain growth. A NYS P&C license and travel flexibility are required.

Qualifications

• Active NYS Property & Casualty license required.
• 3+ years of insurance sales experience (Personal Lines).
• Must have a valid driver’s license and be willing to travel regionally.
• Experience with Applied EPIC is preferred.

Responsibilities

• Establishes an approachable in-branch presence to connect customers with insurance offerings.
• Develops and maintains customer relationships.
• Drives the sales process from lead generation to closing.
• Collaborates with Retail Management to achieve partners referral goals.
• Assesses client risk profiles to tailor policies.
• Represents the agency at community events to build brand awareness.
• Documents pipeline updates and client communications in the agency system.

Skills

Verbal/written comms

Enthusiasm & effectiveness

Risk analytics

Workflow mgmt

Compliance judgment

Interpersonal skills

Presentations

Team collaboration

Insurance advice

Tools

Applied EPIC

Job description

Ulster Savings Bank seeks an Inside Insurance Salesperson to write and retain personal and business insurance accounts by building trust from the first contact. You’ll manage the full sales cycle, converting branch traffic, referrals, web/phone leads, and local connections into customers.

The role emphasizes cross-selling, maintaining strong relationships, and collaborating with the service team to sustain growth. A NYS P&C license and travel flexibility are required.