Talent.com
Personal Lines and Operations Manager - Kingston, NY

Personal Lines and Operations Manager - Kingston, NY

Ulster Savings BankKingston, NY, United States
2 days ago
Job type
  • Full-time
Job description

Job Details

Job Location

Kingston, NY

Position Type

Full Time

Salary Range

$60405.00 - $72085.00 Salary

Job Shift

Monday - Friday

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

  • Directly manage the Personal Lines Sales and Account Management teams, including supervision, coaching, and professional development.
  • Set performance expectations and monitor KPIs to ensure sales, service, and retention goals are met.
  • Provide guidance and standards to maintain exceptional customer satisfaction.
  • Foster a high-performing, motivated, and accountable Personal Lines team culture.
  • Collaborate with staff to resolve client issues, improve processes, and drive revenue growth.
  • Develop training and career development programs for Personal Lines staff.
  • Oversee operational support staff responsible for workflow, compliance, and administrative tasks.
  • Audit workflows, policies, and procedures to ensure efficiency and regulatory compliance.
  • Lead process improvement and technology initiatives to support operational effectiveness.
  • Monitor operational KPIs and collaborate with IT to maintain system integrity.
  • Support budget development and monitor departmental financial health.
  • Any other duties as assigned by management.
  • Minimal Requirements

  • At least three to five (3-5) years of insurance agency experience, with significant exposure to Personal Lines.
  • At least three to five (3-5) years of management and operational experience with a proven ability to lead teams, oversee daily operations, and drive process improvements.
  • Intermediate proficiency in Microsoft Office Suite and agency management systems.
  • Familiarity with workplace IT systems.
  • Valid NYS P&C license.
  • Valid NYS driver's license.
  • Ability to travel to and work out of additional locations upon requests.

    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.

    Create a job alert for this search

    Personal Lines Manager • Kingston, NY, United States

    Related jobs
    • Promoted
    Wealth Manager-Retirement Plan Specialist

    Wealth Manager-Retirement Plan Specialist

    Marshall and Sterling IncPoughkeepsie, NY, United States
    Full-time
    As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture.Guided by our mi...Show moreLast updated: 30+ days ago
    • Promoted
    Hiring Now - Work from Home - No Experience

    Hiring Now - Work from Home - No Experience

    OCPAOlive, New York, us
    Remote
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
    • Promoted
    PT Customer Service Leader

    PT Customer Service Leader

    Hannaford SupermarketsRed Hook, NY, United States
    Full-time
    USA-NY-Red Hook-35 Hannaford Drive.Store 08375 Front End (5151755).Hannaford Supermarkets started out as a fresh produce vendor in Portland, Maine way back in 1883, and is still connected to those ...Show moreLast updated: 30+ days ago
    • Promoted
    PT Sanitation Maintenance

    PT Sanitation Maintenance

    Hannaford SupermarketsPine Bush, NY, United States
    Full-time
    Store 08344 Management (7246539).Hannaford Supermarkets started out as a fresh produce vendor in Portland, Maine way back in 1883, and is still connected to those early roots as a local market.Hann...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Relationship Manager

    Licensed Relationship Manager

    Hudson Valley Credit UnionPoughkeepsie, NY, United States
    Full-time
    Hudson Valley Credit Union is currently recruiting for the position of Licensed Relationship Manager.Provide superior member service through efficient and accurate transaction processing and applyi...Show moreLast updated: 30+ days ago
    • Promoted
    Delivery Driver - Uber Eats

    Delivery Driver - Uber Eats

    Uber eatsPhoenicia, NY, United States
    Full-time +1
    Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Marine Interdiction Agent

    Marine Interdiction Agent

    U.S. Customs and Border ProtectionShokan, NY, United States
    Full-time
    Air and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP) offers those with Merchant Mariner Credentials the exceptional opportunity of a career in law enforcement worki...Show moreLast updated: 18 hours ago
    • Promoted
    Border Patrol Agent

    Border Patrol Agent

    U.S. Customs and Border ProtectionShokan, NY, United States
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Advisor

    Relationship Advisor

    Hudson Valley Credit UnionHopewell Junction, NY, United States
    Full-time
    Hudson Valley Credit Union is recruiting for the position of Relationship Advisor.Primary Function : provide highest level member service through efficient, accurate transaction processing and apply...Show moreLast updated: 30+ days ago
    • Promoted
    Work from Home

    Work from Home

    HomeJobFinderDenning, AR
    Remote
    Full-time
    Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...Show moreLast updated: 8 days ago
    • Promoted
    RN-Clinical Service Line Lead - 40hrs / week, DAYS

    RN-Clinical Service Line Lead - 40hrs / week, DAYS

    Albany Medical CenterEast Durham, NY, US
    Full-time
    Day (United States of America).Robotic Clinical Service Line Lead.The Perioperative Clinical Service Line Lead reports to the nurse manager and holds a key leadership position within the division.I...Show moreLast updated: 30+ days ago
    • Promoted
    Regional Manager-Hudson Valley

    Regional Manager-Hudson Valley

    Eagle Rock PropertiesBeacon, NY, US
    Full-time
    Eagle Rock Properties, headquartered in New York, is a full-service real estate firm offering investment management, property management, and construction management services.With a team of over 27...Show moreLast updated: 3 days ago
    • Promoted
    Insurance Operations Analyst

    Insurance Operations Analyst

    Hudson Valley Credit UnionPoughkeepsie, NY, United States
    Full-time
    Hudson Valley Credit Union is currently recruiting for the position of.Licensed Insurance Operations Analyst.Manage referral workflows, analyze operational data, and support strategic initiatives t...Show moreLast updated: 2 days ago
    • Promoted
    FT and PT Caregiver - $1500 Sign on Bonus

    FT and PT Caregiver - $1500 Sign on Bonus

    Unlimited Care, IncKingston, NY, US
    Full-time +1
    Sign on Bonus for a Limited Time! Flexible Hours! No Experience Necessary!.Full and Part time hours available.We are a top-rated workplace in Kingston with openings to work throughout the area.We i...Show moreLast updated: 4 days ago
    • Promoted
    PT Deli Service Associate

    PT Deli Service Associate

    Hannaford SupermarketsRed Hook, NY, United States
    Full-time
    USA-NY-Red Hook-35 Hannaford Drive.Hannaford Supermarkets started out as a fresh produce vendor in Portland, Maine way back in 1883, and is still connected to those early roots as a local market.Ha...Show moreLast updated: 30+ days ago
    • Promoted
    Food Delivery Driver

    Food Delivery Driver

    Uber eatsShokan, NY, United States
    Full-time +1
    Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...Show moreLast updated: 2 days ago
    • Promoted
    Personal Banker - Phoenicia, NY

    Personal Banker - Phoenicia, NY

    Ulster Savings BankPhoenicia, NY, United States
    Full-time
    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, a...Show moreLast updated: 7 days ago
    • Promoted
    • New!
    Air Interdiction Agent

    Air Interdiction Agent

    U.S. Customs and Border ProtectionShokan, New York, US
    Full-time +1
    Pilot CBP Air Interdiction Agent.Considering making an application for this job Check all the details in this job description, and then click on Apply. Air and Marine Operations (AMO), a component o...Show moreLast updated: 5 hours ago