Company

Morris & Garritano InsuranceSee more

addressAddressSan Luis Obispo, CA
type Form of workFull-Time
CategorySales/marketing

Job description

Job Description

Why join M&G:

We continue to win awards and achieve honors for our culture, our industry expertise, and our services!

  • Central Coast Best Places to Work by Pacific Coast Business Times (2018-2023)
  • Best Agencies to Work for by Insurance Journal (2017-2019, 2021)
  • NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
  • 50 Fastest Growing Companies by Pacific Coast Business Times (2018-2023)
  • Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2023)
  • Broker Smackdown Winners/Regional Champions (M&G) at The Council Academy’s Broker Smackdown (2019, 2022)
  • Top 100 P&C Agencies (#100 – 2023)
  • MVP Account Managers (Insurance Journal)
    • Kim Garcia & Sam McCleary (2023)
  • Top P&C Agent of the Year (Insurance Journal)
    • Mark Anelli (2022)
  • Board President of IIABCal – Martine Domingues (2023)

How will you be compensated:

  • $24/hr-$29/hr DOE
  • Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
  • Free Employee Assistance Program
  • Paid Holidays, Paid Vacation, Paid Sick Time
  • Paid Parental Benefits
  • Disability and Life Insurance
  • 401(k) with 50% match
  • Flexible Spending Plan (FSA) and Health Savings Account (HSA)

Who you are:

  • You enjoy working in a precise and detail-oriented manner
  • You pride yourself about your analytical, professional work ethic
  • You hold yourself to high standards of quality and accuracy
  • You love having a team of peers who care about supporting each other
  • You excel at strong follow-through on your assigned tasks and activities
  • Your diligence keeps you focused on continuing to grow in process and product knowledge
  • You take great pride in serving the team and clients with sincerity and effective communication skills

What you will do:

  • You will work on site in our office 3 days a week. You will work from home the other 2 days
  • You will assist up to 2 seasoned Account Managers with daily tasks supporting the full renewal process
    • processing endorsements and certificates
    • performing policy and billing research
    • updating applications in Epic
    • Submitting applications to carriers
    • Gathering information for complex questions
  • You will shadow the Account Manager on client meetings and collaboration with Risk Adviser
  • You will continually deepen coverage knowledge with opportunity to advance into the Account Manager role

Qualifications:

  • Current P&C License
  • Ability to learn and navigate agency technology (Applied Epic, Indio and Microsoft Office Suite)
  • 2 years Insurance experience
Refer code: 8902405. Morris & Garritano Insurance - The previous day - 2024-04-06 04:45

Morris & Garritano Insurance

San Luis Obispo, CA
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