STOCKMAN INSURANCE BRANCH MANAGER

Mission/Vision

TO PROTECT AND SUPPORT INDIVIDUALS, FAMILIES, AND BUSINESSES BY OFFERING CUSTOMIZED AND COMPREHENSIVE COVERAGE AND EXCEPTIONAL CUSTOMER SERVICE, WHILE FOSTERING LONG-TERM RELATIONSHIPS AND MAKING A POSITIVE IMPACT ON THE COMMUNITIES WE SERVE. TO BE MONTANA’S INSURANCE OF CHOICE. TO BE KNOWN FOR OUR UNWAVERING DEDICATION TO SERVING THE INSURANCE NEEDS OF MONTANANS. TODAY AND TOMORROW. 

The foundation of our growth is our exceptional staff and carriers who provide exceptional experience for our customers and communities.

Our decision making and actions will be based on our core values or principles. 

COURAGE: Having the strength to act freely without fear of criticism

CANDOR: Being direct and honest with colleagues and clients

COMPETENCE: Possessing the ability to works successfully and efficiently 

COMMITMENT: Dedicating yourself to the cause you are embarking on 

TO PROVIDE the best possible personal service to keep them as long-term, satisfied customers.

TO MAINTAIN a personal and efficient work environment which helps each person achieve his or her personal goals.

TO DEAL with the public fair, honest and be a respected member of the community.

TO EARN a profit and do the best job possible for both the customer and insurance companies we represent.

Branch Manager Billings - Responsibilities:

Incumbent will lead the Billings market in a dual position acting as branch manager and lead sales executive. This position requires effective communication skills and a solid understanding of the insurance industry. Must demonstrate leadership skills and demonstrate the ability to educate, mentor, and motivate sales and service staff, increase the satisfaction of customers and referral sources and foster a sales driven company culture; and use their experience in providing guidance and mentorship to staff.

1. Branch Manager -Billings: 
   1. Responsible for personnel administration, ensuring that Agency practices, procedures, and workflows are adhered to by all staff in the Billings office. 
   2. Coordinate the implementation of policy decisions from Vice President/General Manager and Executive Leadership Team. 
   3. Implement policies and procedures as established by the Board of Directors of Stockman Insurance.
   4. Responsible for overall personnel administration, ensuring that practices and procedures are complimentary to the maintenance of employee morale, efficiency and development
   5. Representative in community activities and organizations as appropriate.
   6. Resource person for both Stockman Bank and Stockman Wealth Management 
   7. Promote the improvement of Stockman Insurance through quality customer service, promotion of products, professionalism in conduct and diligent work ethic.
   8. Effectively handle customer questions and problems.
2. Business Development - Billings
   1. Strong technical and product knowledge with expertise regarding insurance coverages and options. Serve as the trusted point of contact for Stockman clients, building long term relationships through responsiveness and professionalism. 
   2. Educate, mentor, and motivate sales and service team. Foster customer focused, solution driven, sales culture. 
   3. Responsible for business development in the agency. Prospecting and lead generation. Identity and reach out to potential clients or leads to generate new business opportunities. 
   4. Customer relationship management. Build and maintain strong relationships with existing clients, provide them with ongoing support and address their insurance needs. 
   5. Quoting and pricing: Provide clients with insurance quotes and help them understand pricing structures. 
   6. Sales presentations: Conduct sales presentations and explain insurance policies to clients, highlighting the benefits and terms. 
   7. Networking: Build a network of referrals and contacts to expand the client base. 

Employees Supervised:

Appropriate Staff

Education, Experience and Certification Requirements

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

Minimum Qualifications:

1. Montana State insurance license
2. Strong insurance background
3. Experience as a sales coordinator or management 
4. Proven Business development experience / track record
5. Good team development and leadership skills 
6. Good administrative, organizational, and problem-solving skills. 
7. Ability to multitask, work in fast-paced environment and meet deadlines.
8. Must have a current and valid driver’s license and be able to drive long distances at times.
9. Ability to travel - approximately 25% travel required

Specific Skill Requirements: 

1. Action Orientation – taking initiative to achieve desired results rather than passively waiting for direction.
2. Applied Learning Ability- understanding new information and complex ideas quickly and without confusion.
3. Strong Communication and Organizational Skills (written and verbal) 
4. Creative Problem-Solving Ability – looking for solutions to achieve desired results.
5. Strong Interpersonal Skills with the ability to interact effectively with all levels of management.
6. Professionalism – maintaining a professional attitude, image, and work ethic.

For full description, which includes physical mental demands please see attachment.