Personal Property & Casualty Account Executive

Overview

Stockman of Montana is seeking an experienced Property & Casualty Personal Lines Account Executive to join our Helena office. We focus on trust, local expertise, and relationships for businesses, ranches, and individuals in Montana.

• 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 (Applied Epic)

• 3+ years of experience in property & casuality 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? We’re willing to train the right applicant. Some of our best teammates came from backgrounds outside insurance.

• People First Culture:
  We treat our clients — and our teammates — like neighbors, not numbers.
• Work Where You Live:
  Offices in Bozeman, Belgrade or Manhattan for flexibility
• Growth & Opportunity:
  Learn, grow, and lead within the Stockman Financial Corp family
• Competitive Benefits:
  Health insurance, Life Insurance, 401(k) with company match, PTO, holidays, and licensing/continuing education coverage

If you’re ready to build lasting relationships while helping Montana businesses protect what matters most, we’d love to talk.