Inside Sales/Account Manager

A locally owned, independent insurance agency is looking to add a Commercial Lines Account Sales Manager to their growing team. This agency has been in Bozeman for over 50 years with a great reputation.

The Commercial Lines Account Sales Manager will report to the Commercial Lines Department Manager. This is a full-time, in-office position. This role is in the Select Business Unit and is responsible for servicing new and existing accounts as well as writing new business for prospects who call in or walk in.

Responsibilities:

Perform account reviews and process insurance policy renewals.

Discuss and explain insurance coverage with clients and respond to client needs for policy changes.

Take claim information and report claims to insurance carriers.

Quote and market new accounts for prospects who call in or walk in.

Work collaboratively with the department team to follow processes and procedures of the firm to ensure excellent client service.

Communicate clearly in writing and verbally.

Document client accounts with detailed, accurate information.

Organize workflow and process work efficiently.

Develop caring and committed relationships with clients and co-workers.

Work effectively in a variety of software programs.

Stay abreast of industry and carrier changes and products.

All other duties and responsibilities as assigned.

Salary: $55,000 - $75,000 DOE

Benefits:

• Paid cafeteria plan (election options: health insurance, day care, medical reimbursement and vision/dental)
• 401(k)
• Paid vacation and holidays
• Employer provided life and disability insurance

Minimum Qualifications:

• Post high school education (college/university or similar)
• 3-5 years insurance industry experience preferred.
• Experience with Applied EPIC agency management software or similar platform such as Vertafore AMS 360
• Experience using Microsoft software products including Outlook, Excel, and Word.