Sr Commercial Lines Acct Manager - 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.

Job Summary    
This position is responsible for the retention of designated accounts by delivering prompt, accurate and high-quality customer service. In our high-paced environment, there will also be plenty of opportunities to sell additional coverage to your existing customers as well as to write new business. 
 

Essential Skills

• A comprehensive understanding of Commercial Insurance products and coverage.
• The ability to promptly provide accurate answers to customer and carrier inquiries.
• The ability to work independently and express excellent judgment in identifying and resolving coverage issues.
• Adherence to agency procedures for selling, servicing, and processing.
• Excellent communication skills, both verbal and written.

Essential Duties and Responsibilities

• Manage an assigned book of business with a focus on retention and increased client profitability through cross-selling other products and services.
• Meet with existing and prospective customers.
• Quote and issue new business.
• Thoroughly and carefully process customer transactions as they are received in order to minimize exposure to Errors & Omissions.
• Document all interactions and transactions pertaining to customers.
• Comply with all office policies, standards, and procedures.
• Be proficient in Agency Management System, carrier rating systems and other resources provided by agency.
• Any other duties as assigned by management.

Minimal Requirements

• At least three years of Commercial Insurance CSR/Account Management experience.
• Experience with Agency Management System (Applied EPIC preferred).
• Valid NYS driver’s license.
• Ability to travel to and work out of additional locations upon request.
• Valid NYS P&C license.

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.