Insurance Advisor

Job ID: 41860

Location: Kalispell, Montana

Category: Professional - Office/Career

Employment Type: Direct Hire

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Insurance Advisor

A locally based provider of personal and commercial insurance solutions is seeking a Commercial Insurance Account Representative. This company offers a wide range of coverage options tailored to meet the unique needs of individuals and businesses. With a focus on professional service and client support, the team is committed to helping customers find the right coverage at the right price.

This full-time, on-site position works directly with clients to assess insurance needs, recommend customized coverage solutions, and provide ongoing support throughout the policy lifecycle. The ideal candidate is relationship-driven, detail-oriented, and confident explaining coverage options while delivering exceptional customer service in a fast-paced office environment.

Wage: $50K to $75K, including commission
Schedule: Full-time, Monday through Friday

Essential Functions and Duties:

Evaluate client insurance needs and recommend customized coverage solutions
Explain policy details, coverage options, and risk management recommendations
Build and maintain strong client relationships through excellent customer service
Assist clients with policy changes, renewals, and coverage questions
Maintain accurate records and ensure compliance with insurance regulations and agency procedures
Collaborate with team members to support client retention and agency growth

Qualifications:

Bachelor’s degree in Business, Finance, or a related field is preferred
Licensing in insurance or the ability to obtain it in a timely manner
Relevant work experience in insurance, financial services, or consulting is a plus
Strong knowledge in insurance, finance, and consulting practices
Exceptional customer service and communication skills
Proficiency in managing client needs and fostering relationships

Get in touch! Call or text Destiny 406-295-1346 to reach our Kalispell LC Staffing Office.

41860

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