Commercial Insurance Marketing Specialist

2 weeks ago


San Luis Obispo, California, United States Morris & Garritano Insurance Full time
About the Role

We are seeking a highly skilled Commercial Insurance Marketing Analyst to join our team at Morris & Garritano Insurance. As a key member of our team, you will be responsible for the placement of Property & Casualty business, including both new and renewal business.

Key Responsibilities:

  • Meet regularly with insurance carrier representatives to build collaborative relationships and stay informed of current industry standards.
  • Continually expand technical knowledge and analyze insurance coverages and pricing models to fit client needs.
  • Complete rating, gather information from insurance carrier websites, obtain quotes, and prepare proposals and presentation materials.
  • Maintain client files with excellent documentation and organization of data in our agency system.

Requirements:

  • High school degree
  • Understanding of the Independent Insurance Agency system
  • Proficient in software applications commonly used in an office environment
  • Current California Property & Casualty license or required within six months of becoming a Marketing Analyst
  • Reliable transportation with current auto insurance for occasional client meetings and professional development courses.

What We Offer:

  • $24-$32/hr depending on experience
  • Medical, Dental, Vision Insurance plans with 98% premium coverage
  • 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)


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