Sales Account Executive / Insurance Producer - Kingston, NY

Working at Ulster Savings Bank

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. 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 Work

Click here to learn about our benefit package.

Compensation:This position is a fully commissioned sales position with typical earnings between $100,000 to $150,000, plus a monthly car allowance. We offer a draw on commissions, paid biweekly, of $45,000 to $55,000/year and commissions are paid monthly.

This position also includes a $5,000 sign on bonus.

Essential Skills

• A proven ability to network, find new leads, and comfortably guide business clients through the sales process.
• A solid understanding of Commercial Lines or Employee Benefits policies, coverage options, and basic underwriting rules.
• Strong verbal and written skills, with the ability to explain complex insurance terms in simple language to clients and team members.
• Good organizational skills to balance prospecting for new business while staying on top of upcoming policy renewals.

Essential Duties and Responsibilities

• Focus on winning new business clients while keeping your current clients happy and retained.
• Proactively prospect, network, and follow up on leads to keep a steady flow of potential clients coming in.
• Gather business information, figure out what risks they face, and put together the right insurance packages for them.
• Create and deliver clear insurance quotes and options to business owners and decision-makers.
• Work closely with clients during their yearly renewals to ensure they stay with our agency.
• Look for opportunities to refer clients to other helpful services offered by Ulster Insurance and Ulster Savings Bank.
• Collaborate with our account managers and internal staff to solve client issues and keep things running smoothly.
• Attend local business networking events to build connections and grow the agency's presence.
• Follow all standard state insurance rules, agency guidelines, and carrier requirements.
• Handle other day-to-day sales and agency tasks as requested by management.

Minimal Requirements

• At least three (3) years of successful insurance sales experience specifically focused on Commercial Lines or Employee Benefits.
• An active New York State Property & Casualty (P&C) Broker's license or Life, Accident & Health license is required.
• Comfortable using Microsoft Office (Word, Excel, Outlook) and the Applied Epic agency management system.
• A valid New York State driver's license for traveling to local client meetings.

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.