CT TECHNOLOGIST I FULLTIME DAY SHIFT CHESTNUT HILL HOSPITAL

Temple Health; Helena (MT); On-site; USD 45,000 - 57,000; Full time

Benefits offered by this job

Excellent health insurance with dental

Flexible spending accounts

Public employees' retirement plan

Optional 457(b) deferred compensation

Higher education reimbursement

Paid time off and holidays

Job summary

Montana State Fund is seeking an Underwriting Account Manager to independently manage a book of business, write new and renewal business, and address policy issues. You will collaborate with underwriters, agents and customer service to ensure policies are correctly applied and maintained.

You will also participate in pricing reviews, risk assessments, and support for new business growth. The role requires strong MSF platforms proficiency and adherence to guidelines.

Qualifications

• Current Montana Casualty Producer License is required.
• Bachelor's Degree is required.
• Minimum of four (4) years of experience with an independent agency in a customer or account relationship role.

Responsibilities

• Account management with underwriters, agents and customer service reps; processing applications and maintenance; issuing new/renewal policies and quotes; educating customers on coverage and premiums.
• Resolve complex policy issues; perform routine policy maintenance; evaluate risk rating and pricing strategy; collaborate with underwriter and underwriting services.
• Lead special projects and support; analyze data to advise team and leadership; participate in enterprise projects.

Skills

Account management

Complex issue resolution

Special projects and support

Education

Bachelor's Degree

Montana Casualty Producer License

Job description

This INTERNAL posting is scheduled to close on Tuesday, 8/19/25 at 11:59 pm MDT. If a sufficient number of qualified applications are received, this posting may close early.

About the job:

Imagine a role where your expertise directly supports our agency partners and policyholders, helping them navigate complex underwriting and policy needs. We're excited to announce an opening for an Underwriting Account Manager, a position that offers the chance to independently manage an assigned book of business, write new and renewal business, and resolve challenging policy issues. If you're ready to build impactful relationships with both external resources and our internal teams, and play a key part in our commitment to excellent customer service, we invite you to explore this opportunity further.

Required Skills

What you will do:

Account management: In partnership with underwriters, agents and customer service representatives, performs complex policy application and maintenance services; processing applications; researching policyholder experience; reviewing/entering payroll reports; reviewing/entering audits; providing loss runs; reconciling cancelled policies. Issues new and renewal policies and quotes and applying scheduled rating within outlined authority. Educates customers on workers' compensation coverage, determining coverage eligibility and policy premium amount and providing payment and reinstatement options. Assists in review of anticipated risks, hazards, and losses to support pricing decisions of underwriting decisions for each policyholder in accordance with Montana State Fund Guidelines and Procedures, and NCCI Basic Manual. Enhances the customer experience to achieve new business and retention goals.

Complex issue resolution: Through critical thinking, anticipate unintended problems, analyze underwriting issues and generate solutions for inquiries. Perform routine policy maintenance and service requests for customers while identifying and resolving complex policy issues. Proactively assist with evaluation, assessment and documentation of appropriate risk rating and pricing strategy of each assigned policy. Researches and analyzes underwriting factors related to policy applications including appropriate coding, loss history, classification code, and interacts with policyholder, agent or representative on policy price, renewal status, and audit results. Partners with assigned underwriter and/or underwriting services when appropriate.

Special projects and support: Partners with MSF Underwriters and leadership to evaluate, assess and strategize prospects for new business and targets for renewal business. Analyzes organizational data using Insurance Intelligence and other tools to advise team members, underwriters and operations leadership of necessary actions. Supports department and enterprise special projects.

Required Experience

What you will need (minimum qualifications):

Required:

• Current valid Montana Casualty Producer License.
• Bachelor's Degree
• A minimum of four (4) years of experience working for an independent agency in a customer or account relationship role.

OR an Equivalent combination of education and experience.

• Internal candidates are eligible with two (2) years' experience as an MSF Customer Service Specialist

Preferred:

Workers' Compensation insurance experience

Other Requirements

This position requires regular attendance in the designated workplace. You must have strong technical skills, including proficiency in the Microsoft Office suite (Outlook, Word, Excel, PowerPoint) and our internal platforms, such as MSF claims and policy systems.

You will be responsible for managing a book of business with limited supervision, adhering to both MSF and NCCI guidelines. Within your first year, you will be required to pass the CPCU 500 exam. Finally, you are expected to perform all duties in a safe and responsible manner, following all company safety guidelines.

Compensation and Benefits:

Pay range 2B. Starting salary for this exempt position begins at $45,200 - $56,500.

Montana State Fund offers excellent benefits, paid time off, and a competitive compensation program, including:

• Excellent health insurance with dental, vision, life, long-term disability and more, with optional dependent coverage.
• Flexible spending accounts for dependent care and medical expenses.
• Public employees' retirement plan tax-deferred contributions with a generous employer match.
• Optional 457(b) deferred compensation to further increase retirement savings.
• Higher education reimbursement and other training and development programs.
• Robust personal leave, paid holidays, and extended leave.

Qualifications:

What you will do:

Account management: In partnership with underwriters, agents and customer service representatives, performs complex policy application and maintenance services; processing applications; researching policyholder experience; reviewing/entering payroll reports; reviewing/entering audits; providing loss runs; reconciling cancelled policies. Issues new and renewal policies and quotes and applying scheduled rating within outlined authority. Educates customers on workers' compensation coverage, determining coverage eligibility and policy premium amount and providing payment and reinstatement options. Assists in review of anticipated risks, hazards, and losses to support pricing decisions of underwriting decisions for each policyholder in accordance with Montana State Fund Guidelines and Procedures, and NCCI Basic Manual. Enhances the customer experience to achieve new business and retention goals.

Complex issue resolution: Through critical thinking, anticipate unintended problems, analyze underwriting issues and generate solutions for inquiries. Perform routine policy maintenance and service requests for customers while identifying and resolving complex policy issues. Proactively assist with evaluation, assessment and documentation of appropriate risk rating and pricing strategy of each assigned policy. Researches and analyzes underwriting factors related to policy applications including appropriate coding, loss history, classification code, and interacts with policyholder, agent or representative on policy price, renewal status, and audit results. Partners with assigned underwriter and/or underwriting services when appropriate.

Special projects and support: Partners with MSF Underwriters and leadership to evaluate, assess and strategize prospects for new business and targets for renewal business. Analyzes organizational data using Insurance Intelligence and other tools to advise team members, underwriters and operations leadership of necessary actions. Supports department and enterprise special projects.