Career Opportunity

The J. Morey Company, An Ori-gen Family Company, is a leading and dynamic Property & Casualty Insurance brokerage, where over 40 years of experience is now paving the way for the next generation. With long-standing carrier relationships, we provide creative insurance solutions tailored to meet the unique needs of each client. We value teamwork, professionalism, and dedication to delivering a top-notch experience to our clients.

Location: Cypress, CA
Hybrid work schedule preferred

Job Description: As an Account Manager for our Commercial Lines division, you will play a critical role in maintaining strong relationships with our smaller commercial clients. You will be responsible for handling a diverse portfolio of accounts, providing exceptional customer service, and ensuring clients have the coverage they need to protect their businesses.

Responsibilities:

• Client Management: Act as the primary point of contact for a portfolio of smaller-sized commercial clients. Build and maintain strong relationships with clients by understanding their unique insurance needs and providing timely, proactive assistance.
• Policy Administration: Process policy changes, endorsements, renewals, and new business applications accurately and efficiently.
• Coverage Analysis: Review client policies to ensure appropriate coverage levels, identify gaps, and recommend suitable insurance solutions.
• Quoting and Market Analysis: Obtain quotes from insurance carriers, compare coverage options, and present the best recommendations to clients.
• Compliance and Documentation: Ensure all client files and documentation are accurate, complete, and in compliance with industry regulations and internal procedures.
• Collaboration: Work closely with our sales team, underwriters, and other departments to deliver seamless service to clients.

Qualifications:

• Insurance Expertise: Minimum of 5 years of experience in the Property & Casualty insurance industry, with a strong understanding of commercial lines.
• License: Hold a valid California insurance license
• Proficient with Applied EPIC software and Microsoft Office Suite
• Experienced with national admitted carriers and portals (Hartford, Markel, Liberty, etc.)
• Client-Focused: Passionate about delivering excellent customer service and building lasting client relationships.
• Organized: Ability to manage multiple client accounts and prioritize tasks effectively.
• Analytical: Strong attention to detail, with the ability to analyze policies and recommend appropriate coverage solutions.
• Communication Skills: Excellent written and verbal communication skills to interact confidently with clients, insurance carriers and teammates.
• Team Player: Collaborative attitude and willingness to work closely with colleagues to achieve shared goals.

Benefits: We offer competitive compensation packages, including base salary and client retention-based bonuses. Our rich employee benefits portfolio includes a variety of health insurance coverages, 401k, holiday, and paid time off, and opportunities for professional development and advancement within the company. We believe in a culture of fun. Work hard and play hard together. We offer many opportunities throughout the year, to volunteer and make a hands-on difference in our communities.

Salary range: 40K-80K – based on qualifications & experience.

Hybrid work schedule preferred.

To apply for this position, please email your updated resume to Terri Seki, CHRO: tseki@ori-gen.com

Thank you for your interest in joining our J. Morey Team & Ori-gen Family. We look forward to meeting you. Learn more about our companies at www.jmoreyins.com, www.ori-gen.com