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Insurance Agent

Conver & Winchell Insurance

Insurance Agent

Billings, MT
Full Time
Paid
  • Responsibilities

    Benefits:

    Competitive salary

    Flexible schedule

    Paid time off

    Profit sharing

    About the Role Conver & Winchell Insurance is seeking a Personal Lines Insurance Agent who enjoys working with people and providing excellent service. In this role, you’ll be the trusted contact for our clients, helping with policy questions, coverage options, and billing support. If you’re friendly, detail-oriented, and like building real connections, we’d love to hear from you. This is an in-office position, Monday through Friday, 9:00 a.m. – 5:00 p.m.

    What You’ll Do Our agency’s greatest current need is in customer service and enhancing the client experience. Your responsibilities will include:

    Answering billing and policy questions

    Reviewing policy information to ensure accuracy and completeness

    Using Hawksoft (our CMS) to track client interactions and maintain records

    Answering incoming calls, greeting clients, and assisting with payments

    Supporting quote-based data entry and processing policy changes

    Managing filing, shredding, and light administrative office tasks

    What We’re Looking For

    Friendly, outgoing and professional personality

    MT Property & Casualty insurance license (required in first 6 months)

    Personal lines experience a plus

    Great customer service skills

    Strong attention to detail and integrity

    Tech-savvy and comfortable learning new systems

    About Us For over 20 years, Conver & Winchell Insurance has been part of the Billings community. We take pride in making insurance simple, personal, and supportive — for both our clients and our team. We believe great service starts with a strong, collaborative office culture.