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

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

Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
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)

Risk Advisor – Development Manager

Key skills