Account Executive
Account Executive
Job ID: 41055
Location: Helena, Montana
Category: Accounting & Financial
Employment Type: Direct Hire
Helena, MT
A respected Montana-based financial institution with a growing insurance division is seeking a dynamic Account Executive to join its team. Serving individuals, families, businesses, and agricultural operations across the region, this organization delivers comprehensive protection—from home, auto, health, and life insurance to specialized commercial and farm policies that safeguard property, equipment, livestock, and employees. Rooted in deep local knowledge and a commitment to personalized service, they pride themselves on building long-term relationships and helping clients protect what matters most—so they can plan for the future with confidence.
In this role, you’ll be the trusted point of contact clients rely on, providing outstanding service while helping drive growth in the personal lines insurance division. You’ll strengthen client relationships, handle policy updates with precision, and partner with producers and underwriters to craft coverage that truly fits each customer’s needs. Although experience and a Montana Property & Casualty license are preferred, this is a fantastic opportunity for someone eager to break into the industry. If you’re motivated, detail-focused, and ready to learn, the team will invest in your training and long-term success.
Why You Want This Position:
- Competitive Wage: $65K, base salary + commission and annual bonus
- Schedule: Monday through Friday – 8 a.m. to 5 p.m.
- Competitive Benefits: Health insurance, Life Insurance, 401(k) with company match, PTO and sick days, PTO for all federal holidays
- Full coverage of licensing/continuing education
Essential Functions and Duties:
- Build and maintain strong, profitable relationships with both new and existing customers
- Consistently apply strategies for upselling, cross-selling, and enhancing services to maximize client value
- Act as a reliable primary contact for clients, fostering trust through timely communication and professional support
- Manage policy updates including renewals, endorsements, certificates of insurance, and adjustments with precision
- Collaborate with producers and underwriters to develop proposals, negotiate coverage terms, and finalize policies
- Keep accurate and current client information within the agency management system
Qualifications:
- 3+ years of experience in property & casualty 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
- Ability to travel – approximately 25% travel required
Get in touch! Call or text 406-752-0191 to reach Levi, your career coach, in our Kalispell LC Staffing Office.
41055