Stockman Wealth Management · 3 hours ago
OFFICE MANAGER-STOCKMAN INSURANCE
Belgrade, MT, US
Full-time
Onsite
Mid, Senior Level
3+ years expStockman of Montana is seeking an Office Manager in Belgrade who will also serve as a Commercial Lines Account Manager. This role involves overseeing personnel administration, implementing policies, managing a diverse book of commercial clients, and ensuring quality customer service.
Investment Management
Responsibilities
Responsible for personnel administration, ensuring that Agency practices, procedures, and workflows are adhered to by all staff in the Belgrade office
Coordinate the implementation of policy decisions from Director of Operations and Executive Leadership Team
Implement policies and procedures as established by the Board of Directors of Stockman Insurance
Responsible for overall personnel administration, ensuring that practices and procedures are complimentary to the maintenance of employee morale, efficiency and development
Representative in community activities and organizations as appropriate
Resource person for both Stockman Bank and Stockman Wealth Management
Promote the improvement of Stockman Insurance through quality customer service, promotion of products, professionalism in conduct and diligent work ethic
Effectively handle customer questions and problems
Manage a diverse book of commercial clients
Customer relationship management: Handle renewals, endorsements, certificate of insurance, audits, and policy changes with accuracy and care
Product knowledge: Serve as the trusted point of contact for Stockman clients, building long term relationships through responsiveness and professionalism
Needs Assessment: Assess clients’ insurance needs coordinate with appropriate staff in recommending suitable coverage options
Quoting and pricing: Assist appropriate staff in quoting new business using on-line or manual rating manuals
Sales presentations: Work closely with assigned staff and company underwriters in preparing proposals, negotiating terms, and binding coverages
Maintain up to date records in our agency management system
Qualification
Required
3+ years experience in leadership or management
Strong commercial lines insurance background
Strong working knowledge of commercial insurance products and markets
Excellent written and verbal communication skillset
High Attention to detail and strong organizational habits
A team mindset and positive community focused attitude
Ability to travel - approximately 25% travel required
Preferred
Active Montana Property & Casualty license
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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