Producing Associate Branch Manager — General Responsibilities
The Associate Branch Manager works under the direct supervision of the Branch Manager and serves as an experienced producer while preparing for future branch leadership opportunities. This position is primarily responsible for originating new insurance business through
prospecting, business development, relationship management, and community involvement while serving as a leadership resource within the office.
The Associate Branch Manager does not directly supervise employees but demonstrates leadership through mentoring, collaboration, operational support, and modeling Stockman Insurance's culture and expectations.
Position Specific Company Functions and Expectations:
Business Development & Production
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Develop and execute an annual sales plan that meets or exceeds production goals.
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Generate new commercial and personal insurance opportunities through prospecting, networking, referrals, and community involvement.
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Build and maintain strong client relationships.
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Conduct insurance reviews and needs assessments.
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Present coverage recommendations and close new business opportunities.
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Maintain a high level of technical insurance knowledge.
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Serve as a referral resource for Stockman Bank and Stockman Wealth Management.
Leadership Development
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Model Stockman Insurance's culture, professionalism, and core values.
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Serve as a positive leader and role model within the office.
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Assist the Branch Manager with office initiatives, projects, and implementation of agency goals.
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Support onboarding of new employees through mentorship and sharing best practices.
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Provide guidance and technical support to less experienced team members.
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Lead meetings, training sessions, or projects as assigned by the Branch Manager.
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Assist with carrier meetings, community events, and agency representation.
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Participate in strategic planning discussions regarding market growth and business development.
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Demonstrate readiness for increased leadership responsibility through initiative, accountability, and sound decision-making.
Operational Support
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Reinforce agency workflows, documentation standards, and communication expectations.
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Promote collaboration across all departments.
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Identify opportunities to improve efficiency and customer experience.
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Assist with implementing office initiatives and operational improvements.
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Support the Branch Manager during periods of absence by helping coordinate office priorities and communicating important information.
Community & Agency Leadership
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Represent Stockman Insurance professionally within the community.
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Participate in organizations and events that support agency growth.
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Foster strong relationships with referral partners and centers of influence.
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:
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Montana State insurance license
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Strong Commercial and Personal Lines background (5+ years)
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Proven Business development experience / track record
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Ability to work independently and as a team member.
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Willingness to work in community projects.
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Experienced in using Windows based applications
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Must have a current and valid driver's license and be able to drive long distances at times.
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Ability to travel - approximately 25% travel required
Specific Skill Requirements:
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Action Orientation — taking initiative to achieve desired results rather than passively waiting for direction.
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Applied Learning Ability- understanding new information and complex ideas quickly and without confusion.
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Strong Communication and Organizational Skills (written and verbal)
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Creative Problem Solving Ability — looking for solutions to achieve desired results.
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Strong Interpersonal Skills with the ability to interact effectively with all levels of management.
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Professionalism — maintaining a professional attitude, image, and work ethic.
For full description, which includes physical mental demands please see attachment.
