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Morris & Garritano · 11 hours ago

Risk Advisor Development Manager

Irvine, CA

Full-time

Hybrid

Mid, Senior Level

$110K/yr - $150K/yr

5+ years exp

Morris & Garritano is an independent insurance agency recognized for its culture and industry expertise. The Risk Advisor Development Manager will be responsible for training and developing new Risk Advisors, ensuring they gain the necessary skills and knowledge to succeed in writing new business.

Health Care

Growth Opportunities

Responsibilities

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