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Insurance Assistant Jobs in Montana (NOW HIRING)

Hybrid Insurance Tracking Representative

Billings, MT · Hybrid

$39K - $54K/yr

You will be responsible for answering incoming calls and making outbound calls to assist customers and agents with obtaining appropriate insurance documentation. The ideal candidate will educate the ...

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Lone Tree Insurance is looking for an in-office assistant to help our amazing staff make our clients' insurance world better. The ideal candidate will be extremely organized, articulate, personable ...

Be Seen First

Lone Tree Insurance is looking for an in-office assistant to help our amazing staff make our clients' insurance world better. The ideal candidate will be extremely organized, articulate, personable ...

Access to additional life insurance * Eligible for Accident and Critical Illness Insurance ... Certified Medical Assistant, Licensed Practical Nurse, or Registered Nurse (Non-Certified Medical ...

Access to additional life insurance * Eligible for Accident and Critical Illness Insurance ... Certified Medical Assistant, Licensed Practical Nurse, or Registered Nurse ( Non-Certified Medical ...

Showing results 21-40

Insurance Assistant information

See Montana salary details

$12

$18

$26

How much do insurance assistant jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for insurance assistant in Montana is $18.67, according to ZipRecruiter salary data. Most workers in this role earn between $15.43 and $21.20 per hour, depending on experience, location, and employer.

What does an insurance assistant do?

An insurance assistant performs administrative tasks for an insurance agent. Their job duties include handling customer phone calls, producing reports for the agent, reviewing insurance applications for accuracy, and helping customers file new claims. Qualifications for an insurance assistant typically include a high school diploma, although some employers may prefer post-secondary education. People in this administrative position are often gaining experience and skills to pursue a career as an insurance agent.

What is an insurance assistant?

Insurance Assistants are administrative professionals who support insurance agents, brokers, or underwriters in their daily tasks. Their responsibilities often include processing paperwork, answering client inquiries, handling claims documentation, updating records, and assisting with policy renewals. They play a vital role in ensuring that insurance operations run smoothly and efficiently, providing both customer service and organizational support. Insurance Assistants may work in various settings, such as insurance agencies, brokerages, or corporate insurance departments.

What are some common challenges faced by insurance assistants, and how can they be addressed?

Insurance Assistants often manage a high volume of administrative tasks, such as processing claims, handling client inquiries, and maintaining policy records, which can be challenging during peak periods. Effective time management and strong organizational skills are key to staying on top of deadlines and ensuring accuracy. Collaborating closely with underwriters, agents, and other team members also helps streamline workflows and resolve any complex issues quickly. Adopting digital tools and staying updated on industry regulations can further enhance efficiency and job satisfaction.

What is the difference between Insurance Assistant vs Insurance Agent?

AspectInsurance AssistantInsurance Agent
CredentialsTypically no licensing required, but some roles may need basic insurance knowledgeRequires state licensing and certification to sell insurance products
Work EnvironmentOffice setting, supporting insurance teams and handling administrative tasksClient-facing, sales-oriented, often working in the field or office
Employer & Industry UsageInsurance companies, brokerages, agenciesInsurance agencies, brokerages, independent agents
Common Search & ComparisonAdministrative support, customer service, insurance documentationSales, policy selling, client consultations

In summary, an Insurance Assistant primarily handles administrative and support tasks within insurance companies or agencies, often without licensing requirements. An Insurance Agent, on the other hand, is licensed to sell insurance policies directly to clients and focuses on sales and client relationships. Both roles are essential in the insurance industry but serve different functions.

What are the key skills and qualifications needed to thrive as an insurance assistant, and why are they important?

To thrive as an Insurance Assistant, you need strong organizational skills, attention to detail, and a basic understanding of insurance products, often supported by a high school diploma or relevant coursework. Familiarity with insurance management software, Microsoft Office Suite, and document processing systems is typically required. Excellent communication, customer service, and multitasking abilities set top performers apart. These skills ensure efficient processing of policies, accurate record-keeping, and effective support for agents and clients in a fast-paced environment.
What are the most commonly searched types of Insurance jobs in Montana? The most popular types of Insurance jobs in Montana are:
What are popular job titles related to Insurance Assistant jobs in Montana? For Insurance Assistant jobs in Montana, the most frequently searched job titles are:
What job categories do people searching Insurance Assistant jobs in Montana look for? The top searched job categories for Insurance Assistant jobs in Montana are:
Infographic showing various Insurance Assistant job openings in Montana as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, 1% Temporary, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $38,836 per year, or $18.7 per hour.

Hybrid Insurance Tracking Representative

HUB International

Billings, MT • On-site

$39K - $54K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


HUB International rating

8.0

Company rating: 8.0 out of 10

Based on 140 frontline employees who took The Breakroom Quiz

164th of 303 rated insurance


Job description

GENERAL DESCRIPTION

Under direct supervision, this Hybrid Processor position will be responsible for timely and accurate data entry of processing insurance documentation that satisfy loan requirements. You will be trained on a variety of insurance documents for different lines of business and expected to process transactions as necessary across those lines. Duties can include providing superior customer service to customers and insurance agents while supporting the call center. You will be responsible for answering incoming calls and making outbound calls to assist customers and agents with obtaining appropriate insurance documentation. The ideal candidate will educate the caller as to what documentation is needed to satisfy the customer's loan agreement. Additionally, you will accurately complete loan transactions, as necessary.

About HUB:

HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you're dealing with?real estate owned, residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our?outsourced insurance tracking,?blanket, and?impairment programs?are designed to address lending risk comprehensively.

Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.

Why Choose HUB?

Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development.? Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Match insurance documents to loan records in the Miniter Ecommerce System.

  • Analyze and process insurance documents to loan records ensuring the documents areappropriateand policy coverages are sufficient.

  • Provide proficient andaccuratedata entry of insurance documentationin accordance withpolicies and procedures.

  • Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily processing goals.

  • Process transactions across multiple work queues daily

  • Activelyparticipatein all training sessions, team meetings, departmentmeetingsand One-on-one meetings.

  • Provide quality customer service andassistanceto customers witha timelyresolution.

  • Educate customers as to why insurance documents arerequiredfor their loan.

  • Process loan transactions with high quality and productivity during call wrap-up.

  • Attends industry related continuing education training and courses.

  • Other responsibilities as directed.

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES

  • High attention to detail isrequired

  • Skills testing may berequired

  • At least one-year Call Center experience

  • Experience working with community bank bond / D&O / property and casualty insurance programs is preferred

  • Above-average telephone techniques and the ability to communicate effectively?with prospective and existing clients, as well as other staff members

  • Proficiencywith Microsoft Office Suite (Word, Excel, Outlook)

  • Ability and willingness toutilizecompany'scomputer system and software

  • Ability to understand policyforms and coverage descriptions

  • Organizational skillsrequired

LICENSING OR CERTIFICATION REQUIREMENTS

None required.

BENEFITS

  • HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL)

  • FSA available

  • Dental plans through BCBSIL

  • Vision insurance through VSP

  • Employer paid Short Term Disability

  • 5 Weeks of Paid Parental Leave

  • Employer paid Life Insurance - 2x your salary

  • 401k -Company matching

  • 10 paid Holidays

  • Floating Holidays and Personal days

  • Accrue Vacation and Sick time from day 1

  • TuitionReimbursement

  • Chromeboxis provided

  • Monitor and Mouseare provided

  • Headsetis provided

SCHEDULE AND WORKING CONDITIONS

  • Monday through Friday, standard business hours (schedule confirmed at time of offer).

  • Extended viewing of multiple screens for seven or more hours per day.

  • Extended periods of sitting.

  • A safe home office or quiet workspace with high-speed, reliable internet connectivity is required.

You will need

  • A safe home office or quiet workspace with high speed and reliable internet connectivity

Compensation:

The starting pay range for this position is $16.00-$16.50 per hour. Actual compensation will be impacted by the successful candidate's skills, experience, and working location. HUB International is proud to offer a comprehensive total compensation package, including health, dental, vision, life, and disability insurance; FSA and HSA accounts; 401(k); and paid time-off benefits.

This is a fully remote position open to candidates located anywhere in the United States. The pay range listed above is provided in compliance with applicable state and local pay transparency laws, including those in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington. Pay ranges are reviewed and updated periodically to reflect market conditions.

EQUAL OPPORTUNITY EMPLOYER

All duties and responsibilities outlined in this position are considered essential job functions, and reasonable accommodations will be made to enable individuals with disabilities to perform them. The requirements listed represent the minimum knowledge, skills, and abilities necessary to perform the job proficiently. This description is not exhaustive, and employees may be required to perform other job-related duties as assigned by their supervisor, subject to reasonable accommodation.

To perform this job successfully, the incumbent must meet the qualifications and perform each essential duty satisfactorily. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, or local law. If the position requires licensing or certification, the incumbent must maintain compliance with all continuing education and other requirements.

Department Business Operations

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program (https://hubinternational.jobs/e-verify/)

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.


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