Morris & Garritano

Assistant Account Manager I - Commercial Insurance

6 days ago

PayCompetitive
LocationSan Luis Obispo/California
Employment typeFull-Time

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  • Job Description

      Req#: 3403664

      Assistant Account Manager I - Commercial Insurance

      Why join Morris & Garritano?

      Our CULTURE!!!

      Agency Awards, Recognition & Accomplishments:

      • Central Coast Best Places to Work by Pacific Coast Business Times (2018-2024)
      • 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 (#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

      • $20.00-$26.00/hr Depending on Experience
      • Medical, Dental Vision Insurance
      • 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 producing high quality, detailed work
      • You pride yourself in your disciplined and sincere approach to the task at hand
      • You love having a team of peers who care about supporting each other
      • You excel at handling multifaceted clerical work
      • You thrive in an environment where you continually learn and grow

      What you will Do:

      • You will work in our beautiful SLO office 5 days a week.
      • You will provide quality internal customer service to peers by maintaining relationships, managing expectations, and using professional communication that is friendly, timely and clear.
      • You will assist multiple Account Managers with the commercial insurance renewal process for our business clients in a variety of industries.
      • You will execute service requests such as policy/billing research, payments, proofs of insurance and endorsement requests
      • You will maintain client files with excellent documentation and organization of data
      • You will elevate client service requests or coverage concerns to Account Manager, Supervisor or Risk Advisor as appropriate.

      Qualifications

      • High school degree
      • Proficient in Microsoft Office as well as ability to learn new applications
      • Current California Property & Casualty license, or required within six months of becoming an Assistant Account Manager
  • About the company

      Morris & Garritano provides Commercial Insurance, Home Insurance, Auto Insurance, Employee Benefits, and Individual Medical Insurance for California's Central Coast residents.

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