Insurance

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Educate clients on available policies and coverage options
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team

Life Insurance Sales Agent

• Meets established sales goals on an annual basis.
• Utilizes Trucordia Crop Insurance sales and marketing tools to execute results-oriented activities.
• Collaborates across the Platform to grow and service the book.
• Maintains a notable book of business that aligns with our Platform's growth strategy.
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Crop Insurance Agent

• Serve as a primary point of contact for clients, managing inbound and outbound communications
• Efficiently resolve inquiries to ensure a seamless and positive customer experience
• Connect with customers via phone/email/chat/social media to address their questions and/or concerns
• Calmly attempt to resolve and de-escalate any issues
• Track all call related information for auditing and reporting purposes

Seasonal Licensed Insurance Representative

• Responsible for working with site Supervisors to execute daily plans to drive improved sales performance
• Actively engaged with Agents/Representatives providing coaching guidance real time
• Facilitate coaching calibrations in one-on-one and group settings
• Collaborate with Supervisors to instill the Everise culture in a motivated team
• Partner closely with site Supervisors and Operations Manager to prioritize coaching efforts
• Support training initiatives and strategy

Licensed Specialist – Health Insurance

• Drive execution of Agent Experience as outlined in the AE SOP
• Support site/agent/team contests driven by vendor and CLIENT
• Manage signage and CLIENT brand material
• Create visuals to drive performance
• Respond to UES/NPS survey results
• Manage and leverage CLIENT swag
• Drive new hire engagement by posting variety of items of interest to training class

Consumer Engagement Specialist – Health Insurance

• Speak with clients over the phone or Zoom
• Help families choose life insurance coverage that fits their needs
• Work both warm inbound leads and Warm Lead leads - No Cold Calling
• Track activity and stay consistent with daily production
• Attend training and improve your sales skills

• Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Build and maintain a network of client members through referrals, networking events, and community engagement.
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Meet or exceed business development goals.

Insurance Agent, Trained

• Has a working knowledge of the admissions, pre-certification, certification, verification and the billing process required by payer source.
• This working knowledge includes practicing effective “customer relations” and performs all functions using organizational and priority setting skills.

Insurance Notification Specialist

• Develop and achieve maximum sales volume consistent with Hub Goals
• Identify, qualify, develop and round out new prospects and existing clients
• Respond effectively to company generated leads with rounding out all lines of coverage
• Design insurance plans and recommend coverage to clients
• Collaborate with HUB Producers to cross-sell lines of business – commercial, personal, life and small group employee benefits
• Prepare and present proposals to prospects and clients & close the sale
• Establish and implement automated service with clients and service staff with service handoff mentality
• Maintain production reports and attend sales meetings as required
• Actively promote agency goals and objectives in the industry and community
• Assist service staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals
• Develop a book of business that is profitable for both Hub and carriers
• Keep informed of industry and market developments
• Assist in collecting money, arranging satisfactory financing or canceling coverage
• Assist in client facing renewal activity on as needed basis in the ISG agency book of business

Insurance Solutions Specialist

• Work complex to intermediate payer denials requiring entry level understanding of payer reimbursement methodologies and billing guidelines
• Identify and resolve denials through research, appeal, correcting and rebilling claims
• Verify and update insurance coverage using EHR tools, payer websites, or phone calls
• Process late charges using the late charge functionality
• Generate and release complex itemized statements and medical records.
• Identify payer plan issues and work with SBO leadership to address them
• Support Lean principles of continuous improvement with energy and enthusiasm
• Deliver customer service and/or patient care in a manner promoting goodwill, timeliness, efficiency, and accuracy

Temporary Insurance Follow-up Specialist

• Lead the development and execution of integrated marketing campaigns across digital and print channels
• Partner with sales and channel leadership to identify opportunities that drive advisor engagement and revenue growth
• Create clear, compelling messaging that simplifies complex life insurance and annuity concepts for advisors and clients
• Develop and deliver marketing content including brochures, sales collateral, presentations, email campaigns, social media, web content, and case studies
• Track campaign performance, lead generation and results to ensure effectiveness and opportunities for improvement
• Manage projects end-to-end, ensuring timelines, quality, and compliance requirements are consistently met
• Support product or initiative launches with positioning, messaging, and go-to-market strategies
• Collaborate cross-functionally with internal stakeholders and external partners to deliver high-quality marketing programs that align with partner goals and requirements
• Work closely with compliance teams to ensure all communications meet regulatory standards
• Develop targeted strategies for key distribution partners, market segments, and focus firms
• Contribute to advisor and internal training initiatives through marketing and educational content

Senior Marketing Consultant – Life Insurance, Annuities

• Own and evolve Encova’s agency automation roadmap, aligning capabilities with distribution strategy, ease-of-doing-business expectations, and market competitiveness
• Translate industry trends (IVANS, AMS platforms, raters, connectivity models) and agency feedback into clear priorities and investment recommendations
• Serve as a subject matter expert on agency technology ecosystems; influence enterprise decisions related to automation capabilities, vendor partnerships, and integration priorities
• Lead end-to-end implementation and optimization of agency automation capabilities, partnering directly with agencies, AMS providers, and connectivity vendors
• Execute and oversee key capabilities, including: download setup, validation, and stabilization, comparative rater and bridging integrations, Agency management system connectivity
• Support book roll readiness, conversions, and expansion initiatives, ensuring automation capabilities and workflows enable scalable growth
• Design and continuously improve a scalable onboarding and enablement strategy that drives adoption of automation capabilities
• Develop and maintain high-impact agency-facing and internal resources (best practices, training, job aids, communication materials)
• Partner with agent-facing teams to embed automation into agency engagement and growth strategies
• Identify and reduce friction points across onboarding, integration, and ongoing agency workflows
• Establish and monitor automation KPIs and success metrics, linking adoption to business outcomes (submission flow, efficiency, agency engagement)
• Analyze automation utilization, agency performance, and workflow gaps to drive data-informed improvements and prioritization
• Conduct ongoing needs assessments to identify capability gaps, adoption barriers, and opportunities for optimization
• Build and manage relationships with key technology and connectivity partners, ensuring performance, accountability, and innovation
• Represent Encova in industry forums, user groups, and vendor engagements to stay ahead of trends and influence future capabilities
• Lead troubleshooting and root cause analysis for agency interface issues, ensuring timely resolution and long-term fixes
• Identify and prioritize enhancement opportunities that improve agency workflows and system performance

Agency Automation Specialist – P&C Insurance

• Lead and develop a high-performing Insurance and Claims Advocacy team
• Own program strategy, service delivery standards, and key performance indicators across insurance navigation and claims resolution
• Oversee resolution of complex medical billing and insurance issues
• Guide proactive insurance navigation
• Build and optimize scalable workflows
• Ensure accurate, audit-ready documentation and adherence to SOPs, regulations, and quality standards
• Partner cross-functionally to implement improvements, support growth, and elevate the member experience

Senior Manager, Insurance and Claims Advocacy

• Agency Owners operate as independent contractors, representing American Family and its products exclusively
• You'll be responsible for your agency's overall management, sales, and growth
• You'll also hire your team and work with them to meet the strategic business goals you set

Insurance Agency Owner

• Conduct on-site inspections of commercial properties to assess risk factors and business operations
• Evaluate construction materials, fire protection systems, safety practices, and overall loss exposure
• Develop clear, detailed reports to support underwriting decisions
• Use technology and mobile tools to capture accurate data and ensure high-quality reporting
• Build and maintain professional relationships with clients through in-person and virtual communication
• Plan and manage your own schedule to efficiently complete site visits across your assigned territory

Field Representative – Insurance Inspections

Lead Life Insurance Sales Agent

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources
• Educate clients on available policies and coverage options
• Follow up with prospects to close sales and maintain customer satisfaction
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team

Insurance Sales Agent

Licensed Life & Health Insurance Agent

• Personalized Member Consultations: Meet with individuals and families to understand their current financial situation and long-term goals, offering tailored life insurance and investment-based solutions (once state certifications and company sponsored training are achieved).
• Financial Guidance: Educate members on a variety of financial tools including life insurance, retirement planning, college savings, and other asset protection strategies.
• Member Lead Engagement: Meet with existing member leads provided through local marketing efforts and community engagement initiatives.
• Relationship Building: Provide exceptional, ongoing service to members with regular reviews and check-ins to adjust financial plans as life evolves.
• Community Engagement: Actively build your network through relationship-based prospecting, local involvement, referrals, and member events.
• Training and Growth: Participate in Modern Woodmen’s mentorship and training programs to sharpen your professional skills and explore paths to leadership.
• Goal Achievement: Meet or exceed performance benchmarks for member activity, plan implementation, and retention.
• Compliance & Ethics: Adhere to all industry regulations, company policies, and state licensing requirements, maintaining the highest standards of professionalism, integrity, and ethical conduct in all member interactions.

Insurance jobs in Montana

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Life Insurance Sales Agent

Crop Insurance Agent

Seasonal Licensed Insurance Representative

Licensed Specialist – Health Insurance

Consumer Engagement Specialist – Health Insurance

Life Insurance Sales Agent

Insurance Agent, Trained

Insurance Notification Specialist

Insurance Solutions Specialist

Temporary Insurance Follow-up Specialist

Senior Marketing Consultant – Life Insurance, Annuities

Senior Marketing Consultant – Life Insurance, Annuities

Agency Automation Specialist – P&C Insurance

Senior Manager, Insurance and Claims Advocacy

Insurance Agency Owner

Field Representative – Insurance Inspections

Lead Life Insurance Sales Agent

Insurance Sales Agent

Licensed Life & Health Insurance Agent

Insurance Agent, Training