Sales Representative- Property and Casualty in Bozeman, MT at CBIZ

Date Posted: 8/21/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.

CBIZ Insurance Services, Inc. is the property & casualty division of CBIZ, and we’re looking for an energetic sales person who will thrive in a fun, fast-paced and rapidly growing environment in downtown Bozeman. The property & casualty division provides specialty insurance tailor-made for specific industries and other unique coverage needs of business owners.

The Sales Representative is responsible for following up and selling to prospects who have already expressed an interest in our product – no cold calling!

Essential Functions and Primary Duties

  • Gathering required data from potential customers to generate accurate quotes and ultimately bind the business in a courteous and professional manner
  • Interacting with existing and prospective clients as necessary
  • Striving to meet sales performance objectives as outlined by management
  • Generating client interest in additional lines of coverage and cross serving opportunities
  • Additional responsibilities as reasonably assigned

Minimum Qualifications 

  • High School Diploma or GED equivalent required; Bachelor’s degree preferred
  • 3 years Sales experience;
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Effective customer service skills
  • Able to work in a team environment as well as independently
  • Ability to analyze and prioritize multiple responsibilities
  • Proficient use of applicable technology


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CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



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