Stockman Wealth Management · 4 months ago
PERSONAL PROPERTY & CASUALTY ACCOUNT EXECUTIVE
SII - Bozeman, Bozeman, MT, US
Full-time
Onsite
Mid Level
3+ years expStockman Insurance is a reputable company serving businesses and individuals in Montana, and they are seeking an experienced Property & Casualty Personal Lines Account Executive to support their Helena clients. This role involves developing relationships with customers, handling policy renewals and changes, and working closely with producers and underwriters.
Investment Management
Responsibilities
Develop profitable relationships with existing and new customers
Promote and adhere to up-sell, cross-sell, and round-out requirements toward all existing and prospective customers
Serve as the trusted point of contact for your clients, building long-term relationships through responsiveness and professionalism
Handle renewals, endorsements, certificates of insurance, and policy changes with accuracy and care
Work closely with producers and underwriters to prepare proposals, negotiate terms, and bind coverages
Maintain up-to-date records in our agency management system (we use Applied Epic)
Qualification
Required
3+ years of experience in property & casualty personal lines
Strong working knowledge of personal lines insurance products and markets
Excellent written and verbal communication skills
High attention to detail and strong organizational habits
A team mindset and a positive, community-focused attitude
Ability to travel – approximately 25% travel required
Preferred
Active Montana Property & Casualty license
Benefits
Health insurance
Life Insurance
401(k) with company match
PTO and sick days
PTO for all federal holidays
Full coverage of licensing/continuing education
Company
Stockman Wealth Management
Stockman Wealth Management is a Registered Investment Advisor firm serving Montana and other clients across the United States.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mason O'Donnell, CFA, CFP®
Deputy Chief Investment Officer
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