Morris & Garritano

Insurance Support Specialist - 8 week Temporary assignment

Morris & Garritano  •  $22/hr  •  San Luis Obispo, CA (Onsite)  •  5 days ago
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Job Description

We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

  • Central Coast Best Places to Work by Pacific Coast Business Times (2018-2025)
  • Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
  • 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
  • UBA Advisor Awards (2022 – 2023)
  • Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)
  • Leaders of Influence – Insurance by Orange County Business Journal (2023)

Personal Lines Insurance Support Specialist

The Support Specialist provides technical and administrative support to the Personal Lines department, ensuring timely, accurate, and efficient assistance. You will handle multifaceted clerical and administrative tasks for Account Managers and continually help to coordinate a high-volume workload within a deadline-driven environment. This role requires an unwavering commitment to customer service.

How You will be Compensated:

  • $22/hr

What You Will Do:

  • Attach and label mail received into our agency management system
  • Execute simple service requests including Billing Research & Payments, Proofs of Insurance, and Endorsement Requests utilizing online carrier portals
  • Follow up with clients for information requested
  • Set up renewal files for Account Managers
  • Research files to assist Account Managers with Client/Carrier requests

Who You Are:

  • You enjoy building strong relationships through active listening, problem-solving, and effective communication with internal teams and external partners
  • You take pride in your commitment to accuracy, timeliness, and completeness with care for reducing errors
  • You thrive with repetitive tasks and high-volume data, including formatting and organizing information
  • You respect and maintain confidentiality and compliance with HIPAA and other privacy regulations

Qualifications

  • High School Diploma or GED
  • Proficient in Microsoft Office Suite
  • Ability to learn new software applications
  • Professional demeanor
  • Positive work ethic
Morris & Garritano

About Morris & Garritano

Morris & Garritano is an independently owned insurance agency with a longstanding tradition of excellence. Headquartered in San Luis Obispo, CA with clients and representatives throughout the state, we have served as trusted advisors providing peace of mind through meaningful relationships and exceeding expectations since 1885.

We provide a full range of brokerage services including employee benefits, property and casualty, personal insurance, as well as financial and retirement planning. With a strong dedication to integrity and personal service, we continue to provide essential insurance services that support our clients' needs. We are deeply rooted in the towns and neighborhoods around us knowing that our community remains strong when individuals succeed.

Our team is committed to the success of our people, and we have been recognized with several awards and distinctions for our community impacts and our exceptional workplace culture. We believe that open communication, teamwork, caring leadership, uncompromising values, and sincere client orientation provide for a highly motivated work environment that supports both personal and professional growth for our employees, leading to unmatched service for our clients.

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
San Luis Obispo, CA
Year Founded
1885
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