What are the responsibilities and job description for the STOCKMAN INSURANCE ACCOUNT MANAGER position at Stockman Bank of Montana?
Mission/Vision
Our Mission is to become the preferred leader in Agribusiness, Commercial, and Personal Insurance by serving our clients needs with personalized and professional customer service. Our people, philosophy, and the way we do business have positioned Stockman Insurance as Montana’s leading insurer by offering multiple lines of insurance including Agriculture, Commercial, and Personal. Our offices are locally managed and community-oriented, allowing us to best serve our customers.
The foundation of our growth is our exceptional staff and carriers who provide exceptional experience for our customers and communities.
Position General Responsibilities:
This position requires effective communication skills and a solid understanding of the insurance industry. Must be capable of pursuing and closing sales in Property & Casualty needs.
Responsible for various duties servicing and advising of all insurance related matters to Stockman Insurance locations and their clients.
- 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
- Develop renewal and new business strategy with appropriate staff
- Adhere to the calendar year sales and marketing plan mutually agreed to and monitored by Stockman Insurance
- Build and maintain positive relationships within Stockman Bank/Wealth Management for cross selling opportunities
- Attend all sales meetings, sales strategy sessions and company functions as required
- Maintain all applicable licenses and continuing education
For full description, which includes physical mental demands please see attachment.
