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Commercial Lines Account Manager-Small Business Unit

Commercial Lines Account Manager-Small Business Unit

Morris & Garritano InsuranceIrvine, CA, US
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Job Description

Job Description

Join an Independent Agency that is dedicated to REMAINING Independent!

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 (2018-2025)
  • Leaders of Influence – Insurance by Orange County Business Journal (2023)
  • 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 (Insurance Journal)
  • MVP Account Managers (Insurance Journal)
  • Top P&C Agent of the Year (Insurance Journal)
  • 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
  • Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)

How You will be Compensated :

  • $33-$42 / 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 hybrid role will work on site at our beautiful Irvine office 3 days a week, allowing for remote work 2 days a week.
  • Manage a book of small business accounts with a variety of coverages : GL, Auto, Workers Comp, and Property.
  • 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.
  • 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.

    • Qualifications

  • Current CA Property and Casualty license
  • 3 years P&C experience
  • Proficient in Microsoft Office Suite and ability to learn new systems (EPIC)
  • Understanding of Independent Agency system and familiarity with Commercial Lines operations
  • High School Diploma
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    Commercial Account • Irvine, CA, US