Insurance Sales Specialist — Personal & Small Business

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

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.