Personal Lines and Operations Manager - Kingston, NY

Ulster Savings • Kingston, NY

95d • $60,405 - $72,085

About The Position

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®.

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.

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.

Benefits

• Paid time off
• Paid holidays
• Medical insurance
• Dental insurance
• Vision insurance
• Matching 401k plan
• Educational assistance

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 251-500 employees