Job Details

About Morris & Garritano M&G is a four-time winner of Insurance Journal’s Best Agency to Work For distinction. We are routinely recognized for our outstanding service, culture, and advocacy. Our agency is deeply rooted in our purposeful values of providing clients peace of mind through meaningful relationships and exceeding expectations as trusted advisors. We are committed to continuing what we’ve done since 1885 while deepening our reputation for generations to come. Most importantly, we acknowledge our people as our greatest resource.

Essential Functions of this role Provides administrative support and education in a reactive and proactive professional manner Engages with Advisors, Market Analysts, and Clients during the renewal process Supports the Advisor and Market Analyst to secure and onboard new clients Collaborates on Human Resource related issues as well as Benefit management strategies with executive level client contacts Manages employee communication production process including new hire and open enrollment notifications/updates Supports and oversees technology deployments by engaging with technology team and client to ensure a positive client experience. Should have experience in benefit administration processes related to platform implementation, ongoing maintenance, and knowledge of EDI/API structures and procedures Protects confidential information by maintaining accurate client files and following HIPAA and other privacy rules and regulations Attends and may be asked to lead on-site client meetings as needed or required as a part of a service agreement Frequently interfaces with internal partners in Accounting, Administration, Marketing, Operations, Risk Management, Sales, and Service units to research and complete assigned tasks Supports unit supervisor in assessing data and known operational needs, offering ideas and suggestions that may increase knowledge, productivity and efficiencies in current workflows and day-to-day practices

Bachelor’s degree in Business, Management or related field or equivalent business experience Current California Life and Health Broker-Agent License or required within three months of becoming an Account Manager. Proficient in software applications commonly used in an office environment as well as ability to learn new applications. A general understanding of the Independent Insurance Agency system is expected but HR Benefit Admin can be eqivelent; familiarity with Benefits operations is required

We pay your premium in full for Medical, Dental, Vison, Life. 401K with company match, Generous PTO, Holiday, Sick. Remote and Hybrid work options with Flexible Scheduling. Best in Class Employee Assistance program.

https://www.morrisgarritano.com/about/careers/