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Commercial Lines Assistant Account Manager II
$87k-119k (estimate)
Full Time | Insurance 1 Month Ago
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Morris & Garritano Insurance Agency is Hiring a Commercial Lines Assistant Account Manager II Near Irvine, CA

Why join M&G:

We continue to win awards and achieve honors for our culture, our industry expertise, and our services!

  • Central Coast Best Places to Work by Pacific Coast Business Times (2018-2023)
  • Best Agencies to Work for by Insurance Journal (2017-2019, 2021)
  • NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
  • 50 Fastest Growing Companies by Pacific Coast Business Times (2018-2023)
  • Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2023)
  • Broker Smackdown Winners/Regional Champions (M&G) at The Council Academy’s Broker Smackdown (2019, 2022)
  • Top 100 P&C Agencies (#100 – 2023)
  • MVP Account Managers (Insurance Journal)
    • Kim Garcia & Sam McCleary (2023)
  • Top P&C Agent of the Year (Insurance Journal)
    • Mark Anelli (2022)
  • Board President of IIABCal – Martine Domingues (2023)

How will you be compensated:

  • $24/hr-$32/hr DOE
  • Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
  • Free Employee Assistance Program
  • Paid Holidays, Paid Vacation, Paid Sick Time
  • Paid Parental Benefits
  • Disability and Life Insurance
  • 401(k) with 50% match
  • Flexible Spending Plan (FSA) and Health Savings Account (HSA)

Who you are:

  • You enjoy working in a precise and detail-oriented manner
  • You pride yourself about your analytical, professional work ethic
  • You hold yourself to high standards of quality and accuracy
  • You love having a team of peers who care about supporting each other
  • You excel at strong follow-through on your assigned tasks and activities
  • Your diligence keeps you focused on continuing to grow in process and product knowledge
  • You take great pride in serving the team and clients with sincerity and effective communication skills

What you will do:

  • You will assist up to 2 seasoned Account Managers with daily tasks supporting the full renewal process
    • processing endorsements and certificates
    • performing policy and billing research
    • updating applications in Epic
    • Submitting applications to carriers
    • Gathering information for complex questions
  • You will shadow the Account Manager on client meetings and collaboration with Risk Adviser
  • You will continually deepen coverage knowledge with opportunity to advance into the Account Manager role

Qualifications:

  • Current P&C License
  • Ability to learn and navigate agency technology (Applied Epic, Indio and Microsoft Office Suite)
  • 2 years Insurance experience

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$87k-119k (estimate)

POST DATE

03/27/2024

EXPIRATION DATE

04/23/2024

WEBSITE

www.morrisgarritano.com

HEADQUARTERS

San Luis Obispo, California

SIZE

100 - 200

CEO

Geoffrey Brennen

REVENUE

$10M - $50M

INDUSTRY

Insurance

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About Morris & Garritano Insurance Agency

Morris & Garritano Insurance Agency, Inc. is a privately owned insurance services company based out of San Luis, CA. They provide a variety of insurance products and services including home, auto, renter, medical, life, disability, long term care and retirement planning policies. They also serve clients with workers compensation claims, human resources operations, risk management assessments and compliance issues. Morris & Garritano also assists businesses with their specialized programs, retirement plans, employee benefits and commercial insurances.

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