Assistant Account Manager - Commercial Farm/Ag Insurance - Morris & Garritano Insurance

Assistant Account Manager - Commercial Farm/Ag Insurance

Why join Morris & Garritano?

Our CULTURE!!!

Agency Awards, Recognition & Accomplishments:

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2023)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2019)
• Diamond-level Family Friendly Workplace by San Luis Obispo Chamber of Commerce (2022)
• Large Business of the Year by the Santa Maria Chamber of Commerce (2021)
• 50 Fastest Growing Companies by Pacific Coast Business Times (2018-2022)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2022)
• Broker Smackdown Winners/Regional Champions (M&G) at The Council Academy’s Broker Smackdown (2019, 2022)

How you will be Compensated

• $21.00-$27.00/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 train for the first 3 months in our beautiful SLO office 5 days a week. The role will then become hybrid with 3 days in office/2 days work from home per 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 agricultural, farm and wine industry clients
• 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
• Experience in farm, wine and/or agricultural industries
• Proficient in Microsoft Office as well as ability to learn new applications
• Current California Fire & Casualty license, or required within six months of becoming an Assistant Account Manager

We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles!