STOCKMAN INSURANCE BRANCH MANAGER

Stockman Bank of Montana•Billings, MT

5d•Onsite

About The Position

The Branch Manager in Billings will lead the market in a dual role as branch manager and lead sales executive. This position requires effective communication skills and a solid understanding of the insurance industry. The role demands leadership abilities to educate, mentor, and motivate sales and service staff, enhance customer and referral source satisfaction, and cultivate a sales-driven company culture. The manager will provide guidance and mentorship to staff, ensuring adherence to agency practices, procedures, and workflows. They will coordinate policy implementation from executive leadership, manage personnel administration to maintain employee morale and efficiency, and represent the company in community activities. This role also serves as a resource for Stockman Bank and Stockman Wealth Management, promoting the improvement of Stockman Insurance through quality customer service, product promotion, professionalism, and a diligent work ethic, while effectively handling customer inquiries and issues.

Requirements

Montana State insurance license
Strong insurance background
Experience as a sales coordinator or management
Proven Business development experience / track record
Good team development and leadership skills
Good administrative, organizational, and problem-solving skills.
Ability to multitask, work in fast-paced environment and meet deadlines.
Must have a current and valid driver’s license and be able to drive long distances at times.
Ability to travel - approximately 25% travel required
Action Orientation – taking initiative to achieve desired results rather than passively waiting for direction.
Applied Learning Ability- understanding new information and complex ideas quickly and without confusion.
Strong Communication and Organizational Skills (written and verbal)
Creative Problem-Solving Ability – looking for solutions to achieve desired results.
Strong Interpersonal Skills with the ability to interact effectively with all levels of management.
Professionalism – maintaining a professional attitude, image, and work ethic.

Responsibilities

Responsible for personnel administration, ensuring that Agency practices, procedures, and workflows are adhered to by all staff in the Billings office.
Coordinate the implementation of policy decisions from Vice President/General Manager and Executive Leadership Team.
Implement policies and procedures as established by the Board of Directors of Stockman Insurance.
Responsible for overall personnel administration, ensuring that practices and procedures are complimentary to the maintenance of employee morale, efficiency and development.
Representative in community activities and organizations as appropriate.
Resource person for both Stockman Bank and Stockman Wealth Management.
Promote the improvement of Stockman Insurance through quality customer service, promotion of products, professionalism in conduct and diligent work ethic.
Effectively handle customer questions and problems.
Strong technical and product knowledge with expertise regarding insurance coverages and options. Serve as the trusted point of contact for Stockman clients, building long term relationships through responsiveness and professionalism.
Educate, mentor, and motivate sales and service team. Foster customer focused, solution driven, sales culture.
Responsible for business development in the agency. Prospecting and lead generation. Identity and reach out to potential clients or leads to generate new business opportunities.
Customer relationship management. Build and maintain strong relationships with existing clients, provide them with ongoing support and address their insurance needs.
Provide clients with insurance quotes and help them understand pricing structures.
Conduct sales presentations and explain insurance policies to clients, highlighting the benefits and terms.
Build a network of referrals and contacts to expand the client base.