Commercial Lines Account Manager I

Why join Morris & Garritano? Our CULTURE!!!

Agency Awards, Recognition & Accomplishments

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2023)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2022)
• 50 Fastest Growing Companies by Pacific Coast Business Times (2018-2022)
• Broker Smackdown Winners/Regional Champions (M&G) at The Council Academy’s Broker Smackdown (2019, 2022)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2019)
• Diamond-level Family Friendly Workplace by San Luis Obispo Chamber of Commerce (2022)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021)
• Diamond-level Family Friendly Workplace by San Luis Obispo Chamber of Commerce (2022)
• Large Business of the Year by the Santa Maria Chamber of Commerce (2021)

Commercial Lines Account Manager I

Commercial Lines Account Managers help build and foster client relationships in support of Risk Advisor’s efforts to retain accounts. An unwavering commitment to high-quality customer service is a commonly found trait amongst our Commercial Account Managers. A Commercial Lines Account Manager has in-depth knowledge of insurance coverages and is able to give sound advice to a wide range of clientele.

Compensation & Benefits

• 401(k) with match
• Flexible Working Hours
• Flexible Spending Plan
• Medical, Dental, Vision Insurance
• $24.32-$33.00/hr Depending on Experience
• Paid Time Off, Holidays, and Sick Time
• Employee Assistance Program
• Disability and Life Insurance

Essential Functions of this role

• Maintain client files with excellent documentation and organization of data
• Provide quality internal customer service to peers by maintaining relationships, managing expectations and professional communication that is friendly, timely and clear
• Analyze coverages associated with client insurance policies to ensure needs are met
• Manage policies by applying knowledge, solving problems and communicating
• Provide quality external customer service (clients and insurance carriers) by maintaining relationships, managing expectations, and professional communication that is friendly, timely and clear

Qualifications

• Understanding of Independent Agency system and familiarity with Commercial Lines operations
• Current Property and Casualty license
• Experience with Applied Epic preferred
• Proficient in Microsoft Office Suite