- Belgrade: (406) 388-7633
- Helena: (406) 204-2220
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Southwestern Montana Financial Center, Inc. began as a small establishment over 30 years ago, and since, we have grown our organization to include groups large and small, non-profit organizations, and certainly individuals with various needs. We offer licensed professionals to assist with all aspects of your benefit needs. We are focused on customer service and help our clients with claim issues, new hires and yearly open enrollment meetings on-site. This year, we are proud to announce a satellite office opening in Helena!
I love working with our clients and watching their businesses grow. I have been in this industry long enough to see individuals grow into families and families begin their adventures into the business world. Keeping abreast of the challenges in the insurance industry and updating benefit plans for those I represent, brings me great joy.
I am very pleased to work with Julie’s Agency. I have been in the insurance business for many years in various capacities. It is an honor to be associated with Julie and her team of professionals.
Navigating the insurance industry landscape and taking the rules and offerings of our changing industry into consideration is one of our greatest challenges. I rely on forging a strong partnership with my team and our clients. My philosophy is to try to find the best possible options for our client’s benefit packages, along with the most streamlined processes, right from the beginning.
Each client is different, and may require various services from our organization. Getting to know each on an individual basis has been key in delivering the level of customer service we strive to provide.
I have worked for Julie for over 10 years and in that time I have been involved in many projects for our agency. Now as Operations Manager, I am so thankful for the experience I bring to my new position and the benefit it affords our clients.
Each year working for Julie has been such a learning experience. My role now as office manager has given me new challenges and a new appreciation for the responsibilities we all hold in representing our clients in the best way possible.