Risk Advisor – Development Manager
Morris & Garritano
full-time
Posted on:
Location Type: Hybrid
Location: Irvine • California • United States
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Salary
💰 $110,000 - $150,000 per year
About the role
- 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
Requirements
- CA Property & Casualty license
- 5-7 years of Commercial Lines experience in an independent agency (e.g., Account Executive, Marketing Analyst, Sr. Account Manager, Underwriter, or related role)
- Strong understanding of carrier markets, appetite, and placement strategies
- Experience mentoring, coaching, or training others in a professional setting
- Proficiency in Microsoft Office, Applied Epic, Salesforce and/or other Agency Management Systems
Benefits
- Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
- 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)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Commercial Lines experiencecarrier marketsplacement strategiesmentoringcoachingtrainingMicrosoft OfficeApplied EpicSalesforceAgency Management Systems
Soft Skills
relationship buildingguidanceaccountabilitydevelopment supportfeedbackcoachingcommunicationcoordination
Certifications
CA Property & Casualty license