Employee Benefits Growth Manager

About the role

The Employee Benefits Growth Manager will play an integral role in developing emerging Employee Benefits Advisors at Morris & Garritano! This regional leader will support the successful marketing and onboarding of new business opportunities in Southern California. The Employee Benefits Growth Manager provides training in employee benefits markets, carrier strategy, agency processes, and client solutions while guiding unvalidated Benefits Advisors through actual opportunities. Using a combination of technical expertise and structured mentorship, the Employee Benefits Growth Manager ensures Advisors gain the knowledge, skill, and confidence to succeed in winning and transitioning new business.

Responsibilities

• Lead the performance management process for emerging Advisors
• Deliver training and onboarding for emerging Advisors, focusing on employee benefits markets, carrier strategy, agency processes, proposal development, and client solution design
• Supervise emerging Advisors during onboarding and ramp-up, including 1:1 meetings, activity and pipeline management, workload oversight, and performance feedback
• Lead marketing strategy and execution for targeted opportunities
• Drive carrier strategy, submissions, and positioning for new business opportunities
• Elevate the quality of submissions, proposals, and overall deal structure
• Participate in finalist meetings and key client conversations to strengthen outcomes
• Support Advisors in structuring opportunities and presenting recommendations to prospective clients
• Support the successful onboarding and implementation of new clients secured through Advisor-led opportunities
• Serve as a strategic resource during onboarding to ensure a coordinated and consistent client experience
• Collaborate with Employee Benefits leadership to strengthen carrier alignment and market positioning
• Maintain expertise regarding carrier solutions, market trends, and competitive positioning to support Advisor success
• Support agency-wide carrier strategy by providing market insight and feedback

Requirements

• 7+ years of Employee Benefits marketing, carrier placement, or related strategy experience
• 5+ years of Employee Benefits account management or equivalent client-facing experience
• Strong understanding of carrier markets, funding arrangements and placement strategies
• Experience mentoring, coaching, or training others in a professional setting
• Proficiency in Microsoft Office, and ability to learn new applications
• Supervisory Responsibility: You will directly supervise emerging Employee Benefits Advisors throughout onboarding, validation, and ramp-up. Responsible for coaching, performance feedback, development planning, accountability, and readiness assessment for emerging Advisors regardless of their geographic location.

Qualifications

• You are passionate about developing others
• You have strong mentoring and coaching skills, with the ability to develop others through structured training and real-time opportunities
• You have deep knowledge of Employee Benefits marketing, carrier markets, and placement strategies
• You are a skilled communicator who builds trust and credibility with Advisors, leadership, carrier partners, and clients
• You are organized and disciplined, with the ability to track your team's progress and follow through on development 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

Skills

• Technical expertise in Employee Benefits markets, carrier strategy, and agency processes
• Structured mentorship and training abilities
• Effective communication and relationship-building skills
• Organizational and time-management skills
• Expertise in carrier solutions, market trends, and competitive positioning

Benefits

• $103,000-$142,000 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
• Paid Parental Benefits
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)

Pay

• $103,000-$142,000 Salary, depending on experience

Schedule

• Not specified