What are the responsibilities and job description for the PERSONAL PROPERTY & CASUALTY ACCOUNT EXECUTIVE position at Stockman Bank of Montana?
The foundation of our growth is our exceptional staff and carriers who provide exceptional experience for our customers and communities.
At Stockman Insurance, we’ve built our reputation on trust, local expertise, and genuine relationships that go beyond the policy. We’re proud to serve the businesses, ranches, and individuals who help Montana thrive. As a part of the Stockman Financial Corp family, you’ll have access to all the positives that come with working for a lead employer in the State’s financial sector, without the “big-corporate” attitude. We’re currently seeking an experienced Property & Casualty Personal Lines Account Executive to join our office and support the growing needs of our Helena clients.
If you take pride in doing honest work, enjoy working in a community-first environment, and know your way around commercial insurance, you might be a great fit for our team.
What You’ll Do:
- 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).
What We’re Looking For:
- 3 years of experience in in property & casualty personal lines (Preferred)
- Strong working knowledge of personal lines insurance products and markets
- Active Montana Property & Casualty license (Preferred)
- 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
Don’t have your license or looking for an entry point into the industry?
Some of our very best teammates came from professional backgrounds outside of insurance. If you think you’d be a fit for our team and have the desire to invest in yourself and your professional future, we are willing to train the right applicant.
Why Work at Stockman Insurance:
- People First Culture: We treat our clients—and our teammates—like neighbors, not numbers.
- Work Where You Live – With offices in Bozeman, Belgrade or Manhattan you’ve got flexibility to limit your commute and work closer to home.
- Growth & Opportunity: As part of the broader Stockman Financial Corp family, there’s room to learn, grow, and lead.
- Competitive Benefits: We offer a strong compensation package including health insurance, Life Insurance, 401(k) with company match, PTO and sick days, PTO for all federal holidays, and full coverage of licensing/continuing education.
How to Apply:
If you’re ready to build lasting relationships while helping Montana businesses protect what matters most, we’d love to talk.
For full description, which includes physical mental demands please see attachment.
