Insurance Sales Representative

The Juris Agency; Bozeman (MT); On-site; USD 45,000 - 65,000; Full time

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

Job Description

Tucked away in the beautiful landscape of Bozeman, Montana, the Chet A. Curtis Allstate Agency is looking to add an Insurance Sales Representative to join our local office. We are not just selling policies; we are looking after our neighbors, friends, and the community we call home. Our office is a place where every interaction matters, and we truly believe that getting to know the people we serve is the most important part of our job. When you join us, you’re not just a staff member; you’re an essential part of a team that prides itself on honesty, care, and clarity. You will be walking through the doors each day knowing that you have the chance to make a tangible difference in someone’s life—whether it's helping a young couple protect their first home or guiding a local business owner through their commercial coverage options. If you value personal connection, enjoy helping others solve problems, and want to build a career in a place that feels like a family.

Benefits

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

Responsibilities

• Meet with potential clients to evaluate their current insurance coverage and identify areas where they could be better protected.
• Draft competitive quotes and present tailored insurance solutions to local families and business owners.
• Maintain an active presence in the Bozeman community by participating in local events and building professional networks.
• Assist existing policyholders with policy changes, billing questions, and claims processing support.
• Proactively monitor policy renewals and contact clients to ensure their coverage remains relevant as their lives change.
• Track daily sales activity and progress toward monthly growth goals to ensure the agency remains healthy and successful.

Requirements

• Montana Property & Casualty Insurance License.
• Montana Life & Health Insurance License.
• Previous experience working in an insurance agency or customer-facing sales role is a plus.
• Strong computer literacy, specifically with Microsoft Office and agency management systems.
• Exceptional attention to detail and ability to manage complex documentation.
• Strong comfort level with community-based networking and local outreach.