Why join Morris & Garritano?

Our CULTURE!!!

Agency Awards, Recognition & Accomplishments

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2022)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2019)
• Diamond-level Family Friendly Workplace by San Luis Obispo Chamber of Commerce (2022)
• Diamond-level Family Friendly Workplace by San Luis Obispo Chamber of Commerce (2022)
• Large Business of the Year by the Santa Maria Chamber of Commerce (2021)
• 50 Fastest Growing Companies by Pacific Coast Business Times (2018-2022)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2022)
• Broker Smackdown Winners/Regional Champions (M&G) at The Council Academy’s Broker Smackdown (2019, 2022)

We are growing with exciting developments and territory expansions. We’re seeking to support this growth by expanding our workforce with candidates who connect with our rich legacy and values. Our agency is committed to responsible and sustainable growth and is looking for Producers for both Commercial and Employee Benefits lines who can not only fulfill the regular duties of each position but flourish within our company’s missional culture.

Insurance Producer- Employee Benefits

The candidate best suited for this role will carry a professional demeanor, practice excellent communication skills, and possess a positive work ethic in line with our company culture. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Compensation & Benefits

• $60,000-$120,000 Base Salary with Uncapped Commission Structure
• Medical, Dental Vision Insurance
• Employee Assistance Program
• Paid Time Off, Holidays, and Sick Time
• Disability and Life Insurance
• 401(k) with match
• Flexible Spending Plan
• Flexible Working Hours

Objectives of this Role

• Generate new business opportunities in our Employee Benefits program serving as a trusted advisor
• Develop and maintain meaningful relationships with clients and community members
• Act as part of a dynamic and collaborative team
• Manage the full cycle of the sales process while working closely with the Practice Leader and Sales Director developing marketing plans in assigned territories

Daily and Monthly Responsibilities

• Qualify, develop, and maintain deep company and product knowledge
• Continual education on laws and regulations associated with the employee benefits market and administration including Affordable Care Act
• Generate leads and grow existing relationships
• Maintain an accurate, detailed client book
• Develop an active, repeat customer base
• Make cold calls or perform warm outreach, putting outside-the-box thinking to work to develop new and unique sales tactics
• Work with the Sales team to design industry-specific outbound efforts
• Utilize Salesforce.com tool to ensure standard processes during all sales stages
• Conduct month-end and year-end close processes
• Expand professional skill sets by attending regular workshops, networking events, and professional organizations
• Presenting renewal proposals to existing clients
• 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

Qualifications

• Life and Health license
• 2-3 years of inside or outside sales experience
• Ability to negotiate with executive-level individuals
• Demonstrate a comprehensive understanding of the Employee Benefits insurance market
• Basic proficiency in software applications commonly used in a digital work environment as well as the ability to learn new applications

The candidate best suited for this role will carry a professional demeanor, practice excellent communication skills, and possess a positive work ethic in line with our company culture. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles!