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
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
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
Morris & Garritano is an insurance company offering auto insurance, employee benefits, and individual medical insurance services.
Funding
Current Stage
Growth StageRecent News
Morningstar, Inc.
2025-03-12
Company data provided by crunchbase