Account Manager

About the role

This position involves managing an insurance portfolio within the Bozeman region for a Montana-based bank. The primary responsibility is to take care of existing client accounts, including both commercial and personal lines. The role requires close collaboration with a licensed insurance agent to assist in bringing in new clients and maintaining their accounts.

Responsibilities

• Taking care of existing client accounts
• Handling renewals
• Processing endorsements
• Performing reconciliations

Requirements

• Previous experience in the insurance industry

Qualifications

• Strong communication skills
• Ability to build relationships with clients
• Proficiency in insurance policies and procedures

Skills

• Insurance underwriting knowledge
• Client relationship management

Benefits

• Growing stable holding company environment
• Opportunities for career advancement

Pay

Negotiable based on experience and qualifications.

Schedule

Full-time position available.