Hybrid Carrier Placement Leader — P&C Growth

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

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.