Quick Overview
Seniority
Mid Senior
Employment type
Full Time
Work mode
Hybrid
Location
Helena, Montana, United States
Account ManagementCRMContract NegotiationLead GenerationProspectingSolution SellingTerritory Management
Job Description
Sentry Insurance is seeking an Account Executive to grow our captive commercial insurance business across Montana and Wyoming. In this field-based role, you'll prospect and develop mid-market business accounts, build strong broker and captive relationships, and deliver tailored property, casualty, and employee benefit solutions. You'll manage a multi-state territory, travel to meet clients, and collaborate closely with underwriting and service teams. Sentry offers competitive pay, comprehensive benefits, and strong career growth in a stable, values-driven organization.
Responsibilities
- Develop and execute a strategic sales plan for the Montana and Wyoming captive territory.
- Prospect, qualify, and close commercial insurance opportunities with mid-market businesses.
- Build and manage relationships with brokers, agents, and captive program partners.
- Conduct needs analyses and deliver tailored insurance and risk management solutions.
- Manage a robust sales pipeline and maintain accurate CRM data and forecasts.
- Collaborate with underwriting, claims, and service teams to support account onboarding and retention.
- Prepare and deliver sales presentations, proposals, and renewal strategies.
- Monitor market trends and competitor activity within the territory.
- Travel regularly throughout the assigned territory to meet with prospects and clients.
- Meet or exceed sales, revenue, and profitability targets aligned with Sentry's goals.
Required Skills
- B2
- B insurance sales
- Territory management
- Commercial P&C insurance knowledge
- Prospecting and lead generation
- Pipeline and CRM management
- Consultative/solution selling
- Contract negotiation
- Account management and retention
- Forecasting and reporting
- Travel and time management
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