Carrier Placement Manager - Commercial Insurance

Morris & Garritano; Irvine (CA); Hybrid; USD 103,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance (98%

Paid Holidays & Sick Time

Flexible Vacation Time

Parental Benefits

Disability and Life Insurance

401(k) with 50% match

Flexible Spending Plan (FSA)

Health Savings Account (HSA)

Job summary

Morris & Garritano is seeking a Carrier Placement Manager in a hybrid role located in Irvine or San Luis Obispo. You will oversee placement of Commercial Property & Casualty business and guide cross-functional teams to align client needs with carrier capabilities.

You will lead and develop the Marketing team, optimize workflows, and shape placement Strategy for new business and renewals, while building strong carrier partnerships and ensuring profitability.

Qualifications

• 7+ years as a licensed California Property & Casualty Agent.
• 5+ years in Commercial Lines Carrier Placement/Marketing/Quoting.
• 2+ years supervisory experience managing workflow in a commercial insurance environment.
• Proficiency in Microsoft Office and Applied Epic.
• Reliable transportation with current auto insurance for meetings and development courses.

Responsibilities

• Lead, coach and develop the Marketing team while fostering accountability, collaboration, and development.
• Optimize team performance by analyzing workflows, allocate resources, and leverage technology.
• Design and enhance marketing strategy and processes for both new business and renewals.
• Champion a culture of service excellence.
• Shape and execute placement strategy, including new business and renewal submissions, negotiations, and binding.
• Provide technical leadership: guiding coverage analysis, pricing strategies, and market positioning.
• Align carrier strategy with agency growth objectives.
• Serve as a key relationship leader with carrier partners and onboarding of new partners.
• Manage carrier agreements and partnerships, ensuring compliance and performance.
• Drive profitability by monitoring profit share opportunities with P&C leadership.
• Collaborate with Sales, Operations, and Practice Leaders to develop growth initiatives.
• Partner with Operations Manager to construct training programs for onboarding and development.
• Support the Operations Manager, Sales Enablement Manager, and Risk Advisor Mentors in developing newly hired Commercial Risk Advisors.

Skills

Licensed CA P&C Agent

Strategic leadership

Negotiation

Relationship management

Performance tracking

Tools

Applied Epic

Job description

Join an Independent Agency that is dedicated to REMAINING Independent!

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 (2018-2026)
• Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• Top 100 P&C Agencies (Insurance Journal)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal)

About the Role:

The Carrier Placement Manager oversees the placement of Commercial Property & Casualty business and provides strategic guidance to Commercial Marketing, Service, and Sales teams. This role ensures alignment between carrier capabilities and client needs. The Carrier Placement Manager also maintains strong relationships with our carrier partners, driving placement strategies that support agency growth. Success in this position will include close collaboration with Sales and Service leadership to equip staff with the knowledge and tools needed to place business effectively. Strong operational execution, in-depth market knowledge, effective leadership, and a collaborative approach are essential to achieving success in this role!

How You will be Compensated:

• $103,000-$150,000 Depending on Experience
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Free Employee Assistance Program
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• Paid Parental Benefits
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)

What you will Do:

• Leadership
  • Lead, coach and develop the Marketing team while fostering accountability, collaboration, and development
  • Optimize team performance by analyzing workflows, allocate resources, and leverage technology
  • Design and enhance marketing strategy and processes for both new business and renewals
  • Champion a culture of service excellence
• Client Coverage Placement
  • Shape and execute placement strategy, including new business and renewal submissions, negotiations, and binding
  • Provide technical leadership: guiding coverage analysis, pricing strategies, and market positioning to align client needs with carrier solutions
• Carrier Relationships
  • Align carrier strategy with agency growth objectives
  • Serve as a key relationship leader with carrier partners while identifying and onboarding new strategic carrier partners
  • Manage carrier agreements and partnerships, ensuring compliance, performance, and alignment with agency goals
  • Drive profitability by monitoring and maximizing profit share opportunities in partnership with P&C leadership
• Cross-Functional Collaboration
  • Collaborate with Sales, Operations, and Practice Leaders to develop targeted growth initiatives, industry programs, and go-to-market strategies
  • Partner with Operations Manager to construct training and development programs that support the onboarding, growth, and development of the team
  • Support the Operations Manager, Sales Enablement Manager, and Risk Advisor Mentors in the development of newly hired Commercial Risk Advisors

Who You Are:

• You bring thoughtful leadership and a positive mentoring approach to your team
• You excel in strategic thinking and problem-solving
• You have proven to be an effective negotiator and relationship manager
• You enjoy performance tracking and process improvement
• You thrive in a fast-paced environment
• You take pride in your flexible and collaborative approach

Qualifications

• 7+ years’ experience as a licensed California Property & Casualty Agent
• 5+ years’ experience in Commercial Lines Carrier Placement/Marketing/Quoting
• 2+ years’ experience in a supervisory role managing team’s work-flow and service expectations in a commercial insurance environment
• In-depth understanding of the Independent Insurance Agency system?
• Proficiency in Microsoft Office and experience with Applied Epic
• Reliable transportation with current auto insurance is necessary for occasional client and carrier meetings, continuing education, and/or professional development courses

Supervisory Responsibilities

• Team of Marketing Analysts report directly to this role

Location

• This hybrid role can be located at our Irvine or our San Luis Obispo office