Assistant Account Manager I - Employee Benefits

Why join Morris & Garritano?

Our CULTURE!!!

We continue to win Awards and Recognition:

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2025)
• Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024, 2025)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2025)
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2025)
• UBA Advisor Awards (2022 – 2023)

How you will be Compensated

• $23.50-$33.00/hr Depending on Experience
• Medical, Dental Vision Insurance, we cover 98% of the premiums for most individual plans
• 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 working in a professional environment
• You exhibit an outgoing and congenial manner in a team environment
• You love having a team of peers who care about supporting each other
• You excel at independent follow-through on your assigned tasks and activities
• You thrive in a deadline driven environment
• You enjoy learning and growing

What you will Do:

• Provide quality internal customer service to peers by maintaining relationships, managing expectations, and using professional communication that is friendly, timely and clear
• Supports in the build, deployment, and renewal update of in-house benefit administrative technology solutions
• Coordinates and prepares new case implementation submissions for the account management team
• Supports production to ensure delivery of new hire and open enrollment employee communications
• Participates in education that provides professional growth and development
• Protects confidential information based on HIPAA and other regulatory privacy laws

Qualifications

• High school degree
• Proficient in Microsoft Office as well as ability to learn new applications
• Current CA Life & Health Insurance license or ability to become licensed within first 6 months of employment