• Account Executive

    Stockman Bank of Montana (Glendive, MT)


    Account Executive General Responsibilities:

    Incumbent is an Account Executive working under direct supervision of the Production Administrative Coordinator.

     

    This position requires effective communication skills and a solid understanding of the insurance industry. Must be capable of pursuing and closing sales in Property & Casualty needs.

     

    + Develop profitable relationships with existing and new customers.

    + Promote and adhere to up-sell, cross-sell, and round-out requirements toward all existing and prospective customers.

    + Develop renewal and new business strategy with appropriate staff.

    + Adhere to the calendar year sales and marketing plan mutually agreed to and monitored by Stockman Insurance.

    + Build and maintain positive relationships within Stockman Bank and Stockman Wealth Management for cross selling opportunities.

    + Attend all sales meetings, sales strategy sessions and company functions as required.

    + Participation in community events and organizations that generate new business for the agency and Stockman Bank

    + Maintain all applicable licenses and continuing education.

    Employees Supervised:

    None

     

    Education, Experience and Certification Requirements

     

    Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

    Minimum Qualifications:

    1. Montana State insurance license

    2. Strong insurance background

    3. Proven Business development experience / track record

    4. Ability to work independently and as a team member.

    5. Willingness to work in community projects.

    6. Experienced in using Windows based applications.

    7. Must have a current and valid driver’s license and be able to drive long distances at times.

    8. Ability to travel - approximately 25% travel required.

    Specific Skill Requirements:

    1. Action Orientation – taking initiative to achieve desired results rather than passively waiting for direction.

    2. Applied Learning Ability- understanding new information and complex ideas quickly and without confusion.

    3. Strong Communication and Organizational Skills (written and verbal)

    4. Creative Problem-Solving Ability – looking for solutions to achieve desired results.

    5. Strong Interpersonal Skills with the ability to interact effectively with all levels of management.

    6. Professionalism – maintaining a professional attitude, image, and work ethic.

     

    For full description, which includes physical mental demands please see attachment.