Talent.com
Personal Lines and Operations Manager - Kingston, NY
Personal Lines and Operations Manager - Kingston, NYUlster Savings Bank • Kingston, NY, United States
Personal Lines and Operations Manager - Kingston, NY

Personal Lines and Operations Manager - Kingston, NY

Ulster Savings Bank • Kingston, NY, United States
30+ 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
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Senior Care Therapy • Kingston, NY, United States
    Full-time +1
    Licensed Marriage and Family Therapist LMFT Are you passionate about working with an underserved and rewarding population? Looking for a clinical role without the administrative burden, and one tha...Show more
    Last updated: 21 days ago • Promoted
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    SENIOR CARE THERAPY • Kingston, New York, US
    Full-time +1
    Licensed Marriage and Family Therapist LMFT Are you passionate about working with an underserved and rewarding population? Looking for a clinical role without the administrative burden, and one tha...Show more
    Last updated: 2 days ago • Promoted
    FT and PT Caregiver - $1500 Sign on Bonus

    FT and PT Caregiver - $1500 Sign on Bonus

    Unlimited Care, Inc • Kingston, 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 more
    Last updated: 20 days ago • Promoted
    Strategic Alliance & Partnerships Manager

    Strategic Alliance & Partnerships Manager

    Affirm • Poughkeepsie, NY, US
    Full-time
    Strategic Alliance & Partnerships Manager.Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or comp...Show more
    Last updated: 21 days ago • Promoted
    Utilization Manager

    Utilization Manager

    Samaritan Daytop Village, Inc. • Rhinebeck, NY, United States
    Full-time
    Healthcare staff can work anywhere.A nationally recognized comprehensive Health and Human Services Agency, with over 60 programs across New York City and greater New York Area.Samaritan Daytop Vill...Show more
    Last updated: 10 days ago • Promoted
    Operations Manager II

    Operations Manager II

    Cencora • Newburgh, NY, US
    Full-time
    Our team members are at the heart of everything we do.At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on ...Show more
    Last updated: 30+ days ago • Promoted
    Operations and Maintenance (O&M) Manager

    Operations and Maintenance (O&M) Manager

    NAES • Athens, NY, US
    Full-time
    Operations And Maintenance (O&M) Manager.Athens Generating, a key player in the energy sector located just 30 miles south of Albany in the beautiful town of Athens, NY. Our state-of-the-art facility...Show more
    Last updated: 30+ days ago • Promoted
    Manager Member Operations Analytics

    Manager Member Operations Analytics

    Hudson Valley Credit Union • Poughkeepsie, NY, United States
    Full-time
    Hudson Valley Credit Union is currently recruiting for the position of Manager Member Operations Analytics.Primary function : Lead the Member Operations Analytics team in developing and executing a ...Show more
    Last updated: 17 days ago • Promoted
    Data Center Business Operations & New Demand Manager

    Data Center Business Operations & New Demand Manager

    Lambda • Poughkeepsie, NY, US
    Full-time
    Manager Of Operations & New Dc Demand.Lambda, the superintelligence cloud, builds gigawatt-scale AI factories for training and inference. Lambda's mission is to make compute as ubiquitous as electri...Show more
    Last updated: 22 days ago • Promoted
    Personal Lines Sales Agent Remote

    Personal Lines Sales Agent Remote

    Trellis • Poughkeepsie, NY, US
    Remote
    Full-time
    Trellis is a profitable, fast-growing Series A startup backed by top investors like General Catalyst, QED, NYCA, and Amex Ventures. Our mission : make shopping for home and auto insurance faster, sma...Show more
    Last updated: 21 days ago • Promoted
    Sr. Operations Manager

    Sr. Operations Manager

    Amazon • Fishkill, NY, US
    Full-time
    Our Senior Operations Managers are responsible for all budgetary, people development, and operations objectives.The Senior Operations Manager is responsible for all aspects of operation or function...Show more
    Last updated: 30+ days ago • Promoted
    FT and PT Caregiver - $1500 Sign on Bonus

    FT and PT Caregiver - $1500 Sign on Bonus

    Unlimited Care • Kingston, NY, United States
    Part-time
    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 more
    Last updated: 19 days ago • Promoted
    Store Manager

    Store Manager

    Family Dollar • Catskill, NY, USA
    Full-time
    Join the Family Dollar team as a Store Manager and help us lead our store to success.As a Store Manager, you will be responsible for hiring, training, and managing staff, overseeing store operation...Show more
    Last updated: 22 days ago • Promoted
    RN-Clinical Service Line Lead - 40hrs / week, DAYS

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

    Albany Medical Center • Catskill, US
    Full-time
    RN-Clinical Service Line Lead - 40hrs / week, DAYS at Albany Medical Center summary : The RN-Clinical Service Line Lead for Robotics at Albany Medical Center oversees the perioperative clinical servic...Show more
    Last updated: 3 days ago • Promoted
    Grounds Person (Quarry) Materials (Req # : 1243)

    Grounds Person (Quarry) Materials (Req # : 1243)

    Peckham Industries Careers • Round Top, New York, US
    Full-time
    Apply fast, check the full description by scrolling below to find out the full requirements for this role.PII) has been a family-run business since 1924 and we believe our “family by choice” ethos ...Show more
    Last updated: 14 days ago • Promoted
    Grounds Person (Quarry) Materials (Req # : 1243)

    Grounds Person (Quarry) Materials (Req # : 1243)

    Peckham Industries • Catskill, New York, US
    Full-time
    Apply fast, check the full description by scrolling below to find out the full requirements for this role.PII) has been a family-run business since 1924 and we believe our “family by choice” ethos ...Show more
    Last updated: 15 days ago • Promoted
    Sales Manager in Training Role - Remote and Flexible!

    Sales Manager in Training Role - Remote and Flexible!

    Global Elite • Poughkeepsie, NY, US
    Remote
    Full-time
    Sales Manager In Training Role - Remote And Flexible!.Exciting opportunity for experienced professionals : sales manager role - remote and flexible! Are you a seasoned professional with a wealth of ...Show more
    Last updated: 22 days ago • Promoted
    44491251548 - Operations Manager

    44491251548 - Operations Manager

    Activate Talent • Poughkeepsie, NY, US
    Full-time
    Full Time Remote (EST / CST timezones).Position : Operations Manager Type of Contract : Full-Time Employee.Work from anywhere and help us keep the company engine running smoothly!.The company is a fast...Show more
    Last updated: 21 days ago • Promoted