Join our agency to help clients protect what matters most. You’ll build relationships, present coverage options, and guide clients through recommendations—with a strong focus on accuracy, follow-up, and client experience.
Who You Are
Competitive and goal-driven
Fast learner who enjoys mastering new products and processes
Detail-oriented—accuracy matters in policy selection and documentation
Personable and confident communicating with clients
What You’ll Do
Follow up on leads / referrals and schedule appointments
Conduct consultative needs discussions and identify appropriate coverage
Present quotes/proposals and explain recommendations clearly
Maintain accurate documentation and update records in our CRM
Follow through on next steps (applications, policy issuance, endorsements, servicing coordination)
Track activity and results
What Success Looks Like
Consistent appointment setting and follow-up
Strong conversion from quote sale
High-quality, error-free documentation
Positive client feedback and retention
Training & Support
Structured onboarding + product training
Coaching and review
Marketing/lead support
Requirements
Property & Casualty Insurance License
Life & Health Insurance License
Experience in sales (preferred)
Strong communication skills
Comfort with CRM and documentation
Numbers & Facts
Location
Missoula, MT
Job Type
Full-time
Skills
Calendar Managementunmatched
Coachingunmatched
Communication Skillsunmatched
Customer Experienceunmatched
Customer Relationship Management (CRM)unmatched
Customer Retention/Renewalunmatched
Customer/Client Researchunmatched
Documentationunmatched
Health Insuranceunmatched
Life Insuranceunmatched
Marketingunmatched
Onboardingunmatched
Property and Casualty Insuranceunmatched
Salesunmatched
Training/Teachingunmatched
🎯
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