Assistant Account Manager I - Commercial Insurance

Assistant Account Manager I - Commercial Insurance

Why join Morris & Garritano?

Our CULTURE!!!

Agency Awards, Recognition & Accomplishments:

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2024)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• Top 100 P&C Agencies (#100 – 2023, #98 – 2024)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal) 2022
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
• UBA Advisor Awards (2022 – 2023)
• Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)
• Leaders of Influence – Insurance by Orange County Business Journal (2023)

How you will be Compensated

• $20.00-$26.00/hr Depending on Experience
• Medical, Dental Vision Insurance
• Employee Assistance Program
• Paid Time Off, Holidays, and Sick Time
• Disability and Life Insurance
• 401(k) with match
• Flexible Spending Plan
• Flexible Working Hours

Who you Are:

• You enjoy producing high quality, detailed work
• You pride yourself in your disciplined and sincere approach to the task at hand
• You love having a team of peers who care about supporting each other
• You excel at handling multifaceted clerical work
• You thrive in an environment where you continually learn and grow

What you will Do:

• You will work in our beautiful SLO office 5 days a week.
• You will provide quality internal customer service to peers by maintaining relationships, managing expectations, and using professional communication that is friendly, timely and clear.
• You will assist multiple Account Managers with the commercial insurance renewal process for our business clients in a variety of industries.
• You will execute service requests such as policy/billing research, payments, proofs of insurance and endorsement requests
• You will maintain client files with excellent documentation and organization of data
• You will elevate client service requests or coverage concerns to Account Manager, Supervisor or Risk Advisor as appropriate.

Qualifications

• High school degree
• Proficient in Microsoft Office as well as ability to learn new applications
• Current California Property & Casualty license, or required within six months of becoming an Assistant Account Manager