Personal Lines Account Manager - Bilingual

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.

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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 clients as well as to write new business. Candidates must be bilingual and possess the skill to work independently and express excellent judgement in identifying and resolving coverage issues. The selected candidate will document all interactions and transactions pertaining customers, comply with all office policies, standards, and procedures, and manage an assigned book of business with a focus on retention and increased client probability through cross-selling other products and services. Requirements include but are not to, at least three years of personal and small business insurance Customer Service experience, experience with Agency Management System (Applied EPIC preferred), valid NYS drivers license, ability to travel to and work out of additional locations upon request, and a valid NYS P&C license.

Hours: Monday - Friday: 8:00am-5:00pm

MINIMAL REQUIREMENTS:

• At two years of Personal Lines Customer Service experience
• Ability to speak and write fluently in both English and Spanish
• Experience with Agency Management Systems (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

ESSENTIAL SKILLS:

• A comprehensive understanding of Personal Lines 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 on Agency Management System, carrier rating systems and other resources provided by agency
• Any other duties as assigned by management

Ulster Savings Bank is an Equal Opportunity/Affirmative Action 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.