Morris & Garritano

Risk

• Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware
• Tenaciously solicit new business with drive and initiative through cold calling, networking, referrals, and other lead sources
• Work closely with your mentors and manager to gain a deep understanding of Commercial Lines coverages as well as industry knowledge, laws/regulations and best practices
• Successfully manage the full sales cycle including: Lead generation, Prospecting/Outreach, Negotiating, Proposing coverage, Closing with C-Suite level executives, Renewal process
• Create trusted partnerships with business owners and executives, aiding them in implementing risk management practices to bolster success of their firms
• Continually learn and react within a constantly changing market
• Pursue continuing education opportunities that support growing expertise

Commercial Risk Advisor - Sales

Sales

• Work in our Irvine office alongside peers 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware
• Tenaciously solicit new business with drive and initiative through cold calling, networking, referrals, and other lead sources
• Work closely with your mentors and manager to gain a deep understanding of Employee Benefits products as well as industry knowledge, laws/regulations and best practices
• Successfully manage the full sales cycle including: Lead generation, Prospecting/Outreach, Presenting, Negotiating, Closing with C-Suite level executives
• Presenting Open Enrollments, Renewal process
• Demonstrate a comprehensive understanding of the Employee Benefits market
• Understand laws and regulations associated with Employee Benefits administration including Affordable Care Act
• Present renewal proposals to existing clients and deliver open enrollment presentations
• Advise clients on the changing landscape of the benefits environment and develop unique client business strategies
• Continually learn and proactively respond within a constantly changing market

Employee Benefits Advisor – Sales

• Work in our beautiful Irvine office 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware
• 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

Commercial Risk Advisor - Sales

Employee Benefits Advisor – Sales

Risk Advisor – Development Manager