Community Insurance Advisor — Impact, PTO & Benefits

The Juris Agency

Bozeman (MT)

On-site

USD 45,000 - 65,000

Full time

6 days ago
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Benefits offered by this job

Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule

Job summary

Chet A. Curtis Allstate Agency in Bozeman, MT is seeking an Insurance Sales Representative to join our local office and serve neighbors and businesses with tailored coverage.

You will build relationships, draft quotes, and assist policyholders with changes and claims while actively networking in the community to grow the agency. A strong customer-service mindset and local outreach are essential.

Qualifications

  • Montana Property & Casualty Insurance License is required.
  • Montana Life & Health Insurance License is required.
  • Previous experience in an insurance agency or customer-facing sales role is a plus.

Responsibilities

  • Meet with potential clients to evaluate coverage and identify gaps.
  • Draft quotes and present tailored insurance solutions to local families and businesses.
  • Maintain an active presence in Bozeman community through events and networking.
  • Assist policyholders with changes, billing questions, and claims support.
  • Monitor renewals and keep clients updated as life changes occur.
  • Track daily sales activity and progress toward monthly growth goals.

Skills

Customer-facing sales
Community networking
Microsoft Office
Agency management systems

Education

Montana Property & Casualty Insurance License
Montana Life & Health Insurance License

Tools

Agency management systems

Job description

Chet A. Curtis Allstate Agency in Bozeman, MT is seeking an Insurance Sales Representative to join our local office and serve neighbors and businesses with tailored coverage.

You will build relationships, draft quotes, and assist policyholders with changes and claims while actively networking in the community to grow the agency. A strong customer-service mindset and local outreach are essential.

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