Morris & Garritano
Commercial Insurance Marketing Analyst I
Morris & Garritano, San Luis Obispo, California, us, 93403
Why join M&G:
We continue to win awards and achieve honors for our culture, our industry expertise, and our services:
Central Coast Best Places to Work by Pacific Coast Business Times (2018-2023)Best Agencies to Work for by Insurance Journal (2017-2019, 2021)NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2023)Top 100 P&C Agencies (2023, 2024)MVP Account Managers (Insurance Journal)Top P&C Agent of the Year (Insurance Journal) 2022About the Role:
Commercial Marketing Analysts are responsible for the placement of Property & Casualty business, including both new and renewal business. The position requires knowledge of the capabilities and appetite of insurance carriers as well as familiarity with rating systems. The Marketing Analyst coordinates a high-volume workload in a deadline-driven environment.
How you will be Compensated:
$24-$32/hr depending on experienceMedical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plansFree Employee Assistance ProgramPaid Holidays, Paid Sick Time, and Flexible Vacation TimePaid Parental BenefitsDisability and Life Insurance401(k) with 50% matchFlexible Spending Plan (FSA) and Health Savings Account (HSA)Who you are:
You enjoy building positive relationships with both internal and external staff.You excel at highly complex, detail-oriented tasks.You thrive in an environment that requires continual flexibility and adaptation to change.You are hungry to gain deeper knowledge about commercial insurance.You take pride in bringing accountability to your work in support of a team.What you will do:
Meet regularly with insurance carrier representatives to:Build collaborative relationships.Keep current on status with the agency and capabilities as well as risk appetite.Continually expand technical knowledge, identify market trends, and stay informed of current industry standards.Analyze insurance coverages and pricing models to fit client needs.Complete rating, gather information from insurance carrier website, obtain quotes, and prepare proposals and presentation materials.Maintain client files with excellent documentation and organization of data in agency system Applied Epic.Your Qualifications:
High school degree.Understanding of the Independent Insurance Agency system.Proficient in software applications commonly used in an office environment as well as ability to learn new applications.Current California Property & Casualty license OR required within six months of becoming a Marketing Analyst.Reliable transportation with current auto insurance is necessary for occasional client meetings, continuing education, and/or professional development courses.
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We continue to win awards and achieve honors for our culture, our industry expertise, and our services:
Central Coast Best Places to Work by Pacific Coast Business Times (2018-2023)Best Agencies to Work for by Insurance Journal (2017-2019, 2021)NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2023)Top 100 P&C Agencies (2023, 2024)MVP Account Managers (Insurance Journal)Top P&C Agent of the Year (Insurance Journal) 2022About the Role:
Commercial Marketing Analysts are responsible for the placement of Property & Casualty business, including both new and renewal business. The position requires knowledge of the capabilities and appetite of insurance carriers as well as familiarity with rating systems. The Marketing Analyst coordinates a high-volume workload in a deadline-driven environment.
How you will be Compensated:
$24-$32/hr depending on experienceMedical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plansFree Employee Assistance ProgramPaid Holidays, Paid Sick Time, and Flexible Vacation TimePaid Parental BenefitsDisability and Life Insurance401(k) with 50% matchFlexible Spending Plan (FSA) and Health Savings Account (HSA)Who you are:
You enjoy building positive relationships with both internal and external staff.You excel at highly complex, detail-oriented tasks.You thrive in an environment that requires continual flexibility and adaptation to change.You are hungry to gain deeper knowledge about commercial insurance.You take pride in bringing accountability to your work in support of a team.What you will do:
Meet regularly with insurance carrier representatives to:Build collaborative relationships.Keep current on status with the agency and capabilities as well as risk appetite.Continually expand technical knowledge, identify market trends, and stay informed of current industry standards.Analyze insurance coverages and pricing models to fit client needs.Complete rating, gather information from insurance carrier website, obtain quotes, and prepare proposals and presentation materials.Maintain client files with excellent documentation and organization of data in agency system Applied Epic.Your Qualifications:
High school degree.Understanding of the Independent Insurance Agency system.Proficient in software applications commonly used in an office environment as well as ability to learn new applications.Current California Property & Casualty license OR required within six months of becoming a Marketing Analyst.Reliable transportation with current auto insurance is necessary for occasional client meetings, continuing education, and/or professional development courses.
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