Assistant Account Manager

Morris & Garritano Insurance

Assistant Account Manager

San Luis Obispo, CA
Full Time
  • Responsibilities

    Job Description


    Assistant Account Managers handle multifaceted clerical and administrative tasks for Account Managers and Sales Executives, and are constantly helping to coordinate a high-volume workload within a deadline-driven environment. Assistants have an unwavering commitment to customer service as they are regularly entrusted with a book of business shared with an Account Manager.


    • Provide quality internal customer service to peers by maintaining relationships, managing expectations and professional communication that is friendly, timely and clear.
    • Provide quality external customer service (clients and insurance carriers) by maintaining relationships, managing expectations, and professional communication that is friendly, timely and clear.
    • Manage the renewal process by applying knowledge, solving problems and communicating.
    • Execute service requests such as policy/billing research, payments, proofs of insurance and endorsement requests.
    • Maintain client files with excellent documentation and organization of data


    Professional demeanor, highly organized, problem solving ability, positive work ethic, good judgement, excellent communication skills, analytical skills, flexible, ability to recognize urgent needs, innate critical thinking, attention to detail


    High school degree

    Proficient in software applications commonly used in an office environment as well as ability to learn new applications.

    General understanding of the Independent Insurance Agency system is expected; familiarity with Commercial Lines operations is helpful.

    Current California Fire & Casualty license, or required within one year of becoming an Assistant Account Manager.

    Reliable transportation with current auto insurance is necessary for occasional client meetings, continuing education, and/or professional development courses.


    No direct reports


    This description is intended to describe the basic role and most commonly occurring duties. Other duties and special projects may also be assigned.

    Company Description

    Our agency is committed to making Morris & Garritano a positive place to thrive and we are always open to meeting new talent. We pride ourselves on our customer service and seek out those who have a passion to better themselves and their career. We are a community of individuals who work together for the common goal to always be improving. If you are someone who values hard work, honesty, and knows when to have a little fun, we want to meet you!