Account Executive

3 weeks ago


Helena, United States Montana Staffing Full time

Account ExecutiveA respected Montana-based financial institution with a growing insurance division is seeking a dynamic Account Executive to join its team. Serving individuals, families, businesses, and agricultural operations across the region, this organization delivers comprehensive protectionfrom home, auto, health, and life insurance to specialized commercial and farm policies that safeguard property, equipment, livestock, and employees. Rooted in deep local knowledge and a commitment to personalized service, they pride themselves on building long-term relationships and helping clients protect what matters mostso they can plan for the future with confidence.In this role, you'll be the trusted point of contact clients rely on, providing outstanding service while helping drive growth in the personal lines insurance division. You'll strengthen client relationships, handle policy updates with precision, and partner with producers and underwriters to craft coverage that truly fits each customer's needs. Although experience and a Montana Property & Casualty license are preferred, this is a fantastic opportunity for someone eager to break into the industry. If you're motivated, detail-focused, and ready to learn, the team will invest in your training and long-term success.Why You Want This Position:Competitive Wage: $65K, base salary + commission and annual bonusSchedule: Monday through Friday - 8 a.m. to 5 p.m.Competitive Benefits: Health insurance, Life Insurance, 401(k) with company match, PTO and sick days, PTO for all federal holidaysFull coverage of licensing/continuing educationEssential Functions and Duties:Build and maintain strong, profitable relationships with both new and existing customersConsistently apply strategies for upselling, cross-selling, and enhancing services to maximize client valueAct as a reliable primary contact for clients, fostering trust through timely communication and professional supportManage policy updates including renewals, endorsements, certificates of insurance, and adjustments with precisionCollaborate with producers and underwriters to develop proposals, negotiate coverage terms, and finalize policiesKeep accurate and current client information within the agency management systemQualifications:3+ years of experience in property & casualty personal lines preferredStrong working knowledge of personal lines insurance products and marketsActive Montana Property & Casualty license preferredExcellent written and verbal communication skillsHigh attention to detail and strong organizational habitsAbility to travel - approximately 25% travel requiredGet in touch Call or text 406-752-0191 to reach Levi, your career coach, in our Kalispell LC Staffing Office. 41055


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