Commercial Lines Account Manager II jobs in United States
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Morris & Garritano ยท 22 hours ago

Commercial Lines Account Manager II

Morris & Garritano is an independent agency recognized for its exceptional culture and industry expertise. They are seeking a Commercial Lines Account Manager II to manage a generalist book of small to middle market commercial accounts, ensuring client needs are met through effective coverage analysis and documentation.

Health Care
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Growth Opportunities

Responsibilities

Manage a generalist book of small to middle market commercial accounts
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

Qualification

CA PropertyCasualty licenseCommercial Lines experienceMicrosoft Office SuiteEPICIndependent Agency system

Required

Current CA Property and Casualty license
3+ years Commercial Lines 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

Benefits

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)

Company

Morris & Garritano

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Morris & Garritano is an insurance company offering auto insurance, employee benefits, and individual medical insurance services.

Funding

Current Stage
Growth Stage

Leadership Team

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Gabe Garcia
Chief Financial Officer
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Kerry Morris
Chief Operating Officer
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Recent News

Company data provided by crunchbase