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About the Role
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.
Responsibilities
- Drives financial performance through profitable revenue growth, goal attainment and exceptional customer service.
- Identifies potential opportunities to cross sell all Bank products and/or services to both new and existing clients.
- Continually prospects, both within and outside of the Bank, to create new lead streams for any and all of the Bank's business lines.
- Manages the full sales cycle, converting prospects into customers.
- Drives new business growth by matching unique client needs with customized insurance solutions.
- Protects the active book of business by maintaining strong, long-term customer relationships.
- Handles day-to-day administrative support effectively through collaboration with the agency's dedicated service team.
- Establishes an approachable in-branch presence to naturally connect retail banking customers with customized insurance offerings.
- Develops new and maintains existing customer relationships.
- Drives the sales process from lead generation to closing the deal.
- Collaborates with Retail Management to achieve partners referral goals.
- Analyzes prospective client risk profiles to design appropriate personal and business policy options.
- Actively drives brand awareness by representing the agency at two or more public community events per month while participating in and generating engaging social media content.
- Advises customers clearly and effectively on insurance policies, ensuring coverages accurately match risk exposures and needs.
- Identifies coverage gaps within the existing book of business and cross-sells or endorses existing policies per customer direction.
- Builds local networks with centers of influence and contacts two or more times per month to cultivate consistent, independent referral pipelines.
- Exercises sound risk pre-screening to ensure all incoming accounts align strictly with carrier and agency underwriting guidelines.
- Facilitates warm client transitions to the dedicated service team for routine account maintenance while actively nurturing and preserving key account relationships.
- Records accurate pipeline updates and inputs all client and carrier communications inside the Agency Management System according to agency data compliance standards.
- Embodies and promotes organizational core values during every internal and public interaction.
- Performs any other duties as assigned by management.
Requirements
- Must 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.
- Must possess a valid driver's license and maintain the flexibility to travel to and work out of additional regional locations upon request.
Skills
- Excellent verbal and written communication skills
- Proficiency in the Microsoft Office Suite
- High level of enthusiasm and effectiveness
- Strong analytical, mathematical, and evaluation capabilities
- Self-directed workflow management
- Sound professional judgment
- High level of interpersonal skills
- Ability to create and deliver highly effective presentations
- Ability to work independently and within a team environment
- Ability to advise clients on comprehensive insurance coverage in a clear, articulate, and effective manner
Location
- Kingston, NY
Work Type
- Full Time
- Monday - Friday
Experience Level
- 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.
Salary/Compensations
- $45,800.00 - $75,000.00 Base+Commission/year
Benefits
- Paid time off
- Paid holidays
- Medical insurance
- Dental insurance
- Vision insurance
- Matching 401k plan
- Educational assistance
About the Company
- At 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.
- An environment that allows skills and experience to bring forth growth and change, you’ll find plenty of room to grow professionally.
- Ulster Savings Bank is officially Certified™ by Great Place To Work®
Equal Opportunity
- Ulster 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.