Commercial Lines Account Manager

Join to apply for the Commercial Lines Account Manager role at Morris & Garritano

Join an Independent Agency that is dedicated to REMAINING Independent!

We continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

• Central Coast Best Places to Work by Pacific Coast Business Times )
• Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
• Best Agencies to Work for by Insurance Journal , 2021, 2024)
• NU Agency of the Year by National Underwriters and Property Casualty
  360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America )
• Top 100 P&C Agencies (Insurance Journal)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal)
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
• Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)

• $33-$42/hour Depending on Experience
• 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)

• This hybrid role will work on site at our beautiful Irvine office 3 days a week, allowing for remote work 2 days a week.
• Manage a generalist book of small to middle market accounts.
• Analyze coverages associated with client insurance policies to ensure needs are met and 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 managing a steady stream of your own day‑to‑day tasks.

• You appreciate building and nurturing trusted relationships with your clients.
• You balance warmth with efficiency in your professional communications.
• You enjoy finding solutions to commercial risks and exposures while deriving satisfaction from the steady stream of renewal steps.
• You enjoy the complexity of larger accounts.

• Current CA Property and Casualty license
• 3+ years P&C 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

Seniority level
:
Mid-Senior level

Employment type
:
Full‑time