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Morris & Garritano · 1 month ago

Risk Advisor Development Manager

Irvine, CA

Full-time

Hybrid

Senior Level

$110K/yr - $150K/yr

5+ years exp

Morris & Garritano is an award-winning independent insurance agency focused on providing exceptional training and development for new Risk Advisors. The Risk Advisor Development Manager will train and guide new advisors, ensuring they gain the necessary knowledge and skills to succeed in writing new business.

Health Care

Growth Opportunities

Responsibilities

Work in our beautiful Irvine office 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware

Supervise Risk Advisors on their journey to validation

Build trusted relationships with your team by providing consistent guidance, accountability, and development support

Deliver training and onboarding, focusing on systems, carrier markets, agency processes, submission preparation, and coverage review

Provide feedback and coaching in areas of systems, coverage, and marketing; while coordinating with mentors or the Business Development Director to address sales-related development

Create and update training materials and educational content to support Advisor development and program needs

Coordinate and deliver additional education opportunities to reinforce knowledge and address evolving needs across the Advisor group

Qualification

CA Property & Casualty licenseCommercial Lines experienceCarrier markets knowledgeCoachingMicrosoft Office proficiencyApplied Epic proficiencySalesforce proficiencyMentoring

Required

CA Property & Casualty license

5-7 years of Commercial Lines experience in an independent agency (e.g., Account Executive, Marketing Analyst, Sr. Account Manager, Underwriter, or related role)

Strong understanding of carrier markets, appetite, and placement strategies

Experience mentoring, coaching, or training others in a professional setting

Proficiency in Microsoft Office, Applied Epic, Salesforce and/or other Agency Management Systems