Demo

Director of Insurance Sales

NBT Bank
Saratoga Springs, NY Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 2/28/2025
The Director of Insurance Sales is responsible for the complete management, organization, and direction of the Agency’s Commercial Lines and Employee Benefits Sales Force. Director of Insurance Sales will be responsible for working with Commercial Lines and Employee Benefits Practice Leaders to drive organic growth in existing footprint and expansion markets. The Director of Insurance Sales will be responsible for all sales reporting including prospecting pipelines and bank referral tracking.

Education and Experience:

  • Bachelors Degree or equivalent education and experience
  • Minimum of 10 Years of insurance experience in property and casualty insurance or employee benefits insurance, underwriting and sales experience strongly preferred

Skills and Abilities:

  • Full understanding of the insurance sales process and ability to help coordinate any team selling opportunities
  • Ability to multitask and work well in a team environment
  • Understanding of markets, products, services and client needs.
  • Excellent verbal and written communication skills
  • Proficient computer skills; Microsoft Word, Excel, PowerPoint and Agency Management Systems (Applied Epic).
  • Ability to manage a large group of people with both individual level goals as well as overall agency goals.
  • Ability to set effective and attainable goals for sales professionals and aide in meeting their specific needs to help in reaching their goals.

Unique Job Characteristics and Requirements:

  • NYS Brokers License or P&C and Life Accident & Health Licenses required
  • Industry designations preferred
  • Valid Driver’s License
  • Travel is Required

Tasks Performed:

  • 35% Manage and oversee the agency’s Commercial and Employee Benefits Sales Executives to achieve organic growth goals.
  • 20% Manage and oversee the agency’s sales management systems and related prospect and production reporting. This will include preparing and sharing data with our NBT Bank partners.
  • 20% Depending on Practice Specialization, assist EB or P&C Practice Leader with sales, operational and/or service needs of the department.
  • 10% Assist P&C and EB Practice Leaders with the expansion of the agency’s core footprint by coordinating the hiring, training, mentoring and developing new producers.
  • 10% Implement and monitor risk management and wellness programs for our high impact clients. Work with carriers to ensure they provide value-added customer service to our clients in accordance with their capabilities.
  • 5% Other Duties as assigned.

Physical Requirements:

  • Communicate effectively with internal and/or external customers
  • Stationary 50% of time
  • Move about within or between locations
  • Bend, Twist, Crouch, Squat
  • Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees:

  • Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
  • Parental Leave: Six weeks of paid leave at 100% of your salary.
  • Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage: Ensuring your overall health and well-being.
  • Flexible Spending Accounts: For healthcare and dependent care expenses.
  • Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
  • Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
  • Adoption Assistance: Supporting your growing family.
  • Tuition Reimbursement: Invest in your education and career growth.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Financial and Banking Services: Various benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20 Hours/Week:

  • Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
  • Paid Sick and Safe Leave: For your health and safety.
  • Employee Assistance Program (EAP): Access to support and resources.
  • Financial and Banking Services: Various benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.

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