Risk Advisor Development Manager

Morris & Garritano Insurance; Canada; Hybrid; CAD 110,000 - 150,000; Full time

Job summary

A leading insurance agency in Canada seeks a Risk Advisor Development Manager to train and develop new Risk Advisors. This role involves supervising advisors, creating training materials, and providing consistent guidance using agency technology. Ideal candidates will have a CA Property & Casualty license, 5-7 years of experience in Commercial Lines, and strong mentorship skills. Compensation ranges from $110,000 to $150,000, alongside excellent benefits including medical, dental, and a 401(k) match.

Benefits

Medical, Dental, Vision Insurance

Paid Holidays and Sick Time

Flexible Vacation Time

Disability and Life Insurance

401(k) with 50% match

Qualifications

• 5-7 years of experience in Commercial Lines within an independent agency.
• Strong understanding of carrier markets and placement strategies.
• Experience mentoring or training others.

Responsibilities

• Provide training and onboarding focusing on systems and carrier markets.
• Supervise Risk Advisors on their validation journey.
• Create and update training materials.

Skills

Development of others

Communication skills

Organizational skills

Education

CA Property & Casualty license

5-7 years of Commercial Lines experience

Tools

Microsoft Office

Applied Epic

Salesforce

Job description

We are INDEPENDENT and fully focused on remaining so!

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

• Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2025)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2025)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2025)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal)
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2025)

About the Role:

The Risk Advisor Development Manager will play an integral role in training & developing new and unvalidated Risk Advisors at Morris & Garritano! You will provide training in systems, carrier markets, and commercial coverages while guiding the new advisors through actual opportunities. You will partner with our Business Development Director, using your combination of technical expertise and structured mentorship, to ensure our Risk Advisors gain the knowledge, skill, and confidence to succeed in writing new business.

How will you be compensated:

• $110,000-$150,000 Salary, depending on experience
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)

Who you are:

• You are passionate about developing others
• You have deep knowledge of Commercial Lines coverages, carrier markets, and placement strategies
• You are a skilled communicator who builds trust and credibility with Advisors, Leadership, and Carrier Partners
• You are organized and disciplined, with the ability to track your team's progress and follow through on action plans
• You resonate with our agency Core Values
  • Do the Right Thing
  • Love What You Do
  • Always Be Improving
  • Go The Extra Mile
  • Build Collaborative Relationships
• You have a collaborative mindset, working effectively with mentors, Business Development, Marketing, and Service teams

We are dedicated to building an inclusive and authentic workplace. If you are excited about this role, but your past experience does not align perfectly with every qualification, we encourage you to apply anyway. You may be just the right candidate for this or other roles at our agency!

What you will do:

• Work in our beautiful Irvine office 3 days per week while working remotely and in the field up to 2 days per week with Agency provided technology and hardware
• Supervise Risk Advisors on their journey to validation
• Build trusted relationships with your team by providing consistent guidance, accountability, and development support
• Deliver training and onboarding, focusing on systems, carrier markets, agency processes, submission preparation, and coverage review
• Provide feedback and coaching in areas of systems, coverage, and marketing; while coordinating with mentors or the Business Development Director to address sales-related development.
• Create and update training materials and educational content to support Advisor development and program needs
• Coordinate and deliver additional education opportunities to reinforce knowledge and address evolving needs across the Advisor group

Your Qualifications:

• CA Property & Casualty license
• 5-7 years of Commercial Lines experience in an independent agency (e.g., Account Executive, Marketing Analyst, Sr. Account Manager, Underwriter, or related role)
• Strong understanding of carrier markets, appetite, and placement strategies
• Experience mentoring, coaching, or training others in a professional setting
• Proficiency in Microsoft Office, Applied Epic, Salesforce and/or other Agency Management Systems