Personal Lines and Operations Manager - Kingston, NY

Description

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.

Qualifications

Job Summary :

The Personal Lines & Operations Manager leads the Personal Lines Sales and Account Management teams while overseeing agency operations. This role is responsible for driving staff performance, customer retention, and growth, while supporting operational processes that ensure efficiency, compliance, and workflow effectiveness. This position is central to the success of the agency, balancing leadership, customer focus, and operational oversight. Every position within the agency is tied to profit and therefore maintaining customer retention, driving growth, and building relationships with customers, staff and carriers is a key driver of our success.

Essential Skills

• Proven ability to lead, coach, and develop a team of Personal Lines account managers and operational staff.
• Strong understanding of Personal Lines insurance products, sales, and customer service.
• Knowledge of insurance agency operations, workflows, and management systems.
• Ability to design and implement processes to support staff performance and operational efficiency.
• Strong judgment in prioritizing multiple responsibilities and guiding staff toward results.
• Excellent verbal and written communication, with the ability to build relationships across customers, staff, and carriers.

Familiarity with IT systems and ability to partner with IT to support agency needs.

Essential Duties and Responsibilities

Minimal Requirements

Ability to travel to and work out of additional locations upon requests.

Includes a sign on Bonus of $7,500.00.

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.