Hybrid Commercial Lines Account Manager - Client Services

First West Insurance, Inc; Bozeman (MT); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid cafeteria plan options

Retirement plan

Employer-provided life and disability insurance

Paid vacation and holidays

Job summary

First West Insurance, Inc in Bozeman, Montana is seeking a Commercial Lines Account Manager for a customer service-focused position. The role involves servicing new and existing accounts and requires strong communication, organizational skills, and familiarity with insurance processes. Candidates should have post high school education and 3-5 years in the insurance industry preferred. The company offers a competitive compensation package, benefits, and a hybrid work environment.

Qualifications

• 3-5 years insurance industry experience preferred, but not required.
• Experience with Applied EPIC agency management software is a plus.
• Strong communication skills, both written and verbal.

Responsibilities

• Perform account reviews and process insurance policy renewals.
• Discuss and explain insurance coverage with clients.
• Take claim information and report claims to insurance carriers.

Skills

Strong communication skills

Excellent organizational skills

Attention to detail

Time-management skills

Education

Post high school education from a college/university or similar program

Tools

Applied EPIC agency management software

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

First West Insurance, Inc in Bozeman, Montana is seeking a Commercial Lines Account Manager for a customer service-focused position. The role involves servicing new and existing accounts and requires strong communication, organizational skills, and familiarity with insurance processes. Candidates should have post high school education and 3-5 years in the insurance industry preferred. The company offers a competitive compensation package, benefits, and a hybrid work environment.