Now Hiring - Morris & Garritano Insurance Agency, Inc. - Commercial Lines Account Manager-Social Services & Healthcare Specialization in Irvine, CA

Full description of the position

We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

• Central Coast Best Places to Work by Pacific Coast Business Times (2[please apply online])
• Best Agencies to Work for by Insurance Journal (2[please apply online], 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 (2[please apply online])
• 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:
• $29-$38/hour Depending on Experience
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Free Employee Assistance Program
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• Paid Parental

Benefits

• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA What you will Do:
• This role will work hybrid or fully remote, depending on employee's proximity to our office.
• Manage a book of small residential care facility accounts with a variety of coverages: GL, Professional Liability, Auto, and Workers Comp.
• Analyze coverages associated with client insurance policies to ensure needs are met. Educate clients on their coverages and risks.
• Maintain client files with excellent documentation and organization of data.
• Delegate tasks to assigned assistants & support team, while also managing a steady stream of your own day to day tasks.

Who You Are

:

• You appreciate supporting the small business owner who is focused on caregiving.
• You balance warmth with efficiency in your professional communications.
• You enjoy being task-oriented and derive satisfaction from the steady stream of renewal steps
• You are solution oriented, using your strong understanding of coverages to move things along.
• You enjoy collaborating with team members and troubleshooting with SME's.

Qualifications

• Current Property and Casualty license
• 2 years Commercial Insurance Account Manager experience
• Proficient in Microsoft Office Suite and ability to learn new systems (EPIC)
• Understanding of Independent Agency system and familiarity with Commercial Lines operations
• Proficiency in Tagalog is a plus