MORRISON INSURANCE SERVICES INC.
WILTON MANORS, FLORIDA

Our Company Morrison Insurance Services offers “One Stop Shopping” for all of your employee benefit needs. We are committed to providing our clients with the most objective and cost effective solutions in line with the company’s goals. We represent our clients needs not the insurance carriers. At Morrison Insurance Services we pride ourselves on our excellent customer service. We are always available for our clients. We essentially become an extension of your company’s HR department to ensure the highest level of service. We make ourselves readily available to answer all questions. A well-designed employee benefit program is an important segment of employee relations and retention. We offer an analysis of your company’s benefit needs. We compare numerous insurance companies keeping in mind five main criterion: cost, coverage, service, provider choice, and financial soundness. The employer is then afforded the opportunity to make an intelligent choice among various employee benefits that fit the needs and philosophy of your company. Let us help you design the perfect plan for your situation. Morrison Insurance Services, Inc. is one of the premier insurance and employee benefit brokerages in California. We provide clients with the highest level of expertise and an unprecedented level of service: Jim founded Morrison Insurance Services, Inc. to provide clients with the highest level of expertise and a hands-on approach to service. He has focused on the employee benefit facet of the insurance industry for over 27 years. He has helped his clients successfully navigate the often difficult, confusing, and challenging field of health insurance through his expertise and high level of service. The majority of new business comes through referrals from existing clients and other professional advisors such as Attorneys, Financial Planners, Human Resource Consultants, and CPA’s. Jim began his career in the insurance brokerage business in 1989. He became a licensed Broker in 1990 and was promoted to Vice President of a large North County brokerage firm in 1995. During his tenure he was instrumental in developing the agency into one of the top ten employee benefit brokers in San Diego County, as listed by the San Diego Business Journal, based on premium volume. In 2002 he opened Morrison Insurance Services and the firm has been awarded with the Soaring Eagle award by the National Association of Health Underwriters 15 years in a row. The award is one of the highest honors the association awards to its members. He is currently or former advisory council member for just about every major insurance company and is licensed in more than 14 states. Jim received a Bachelors of Business Administration degree from the University of San Diego. He has earned the Registered Health Underwriter (RHU), Registered Employee Benefit Consultant (REBC), and Chartered Life Underwriter (CLU) designations from The American College. In addition he has earned the Health Insurance Professional (HIP) and Certified Health Care Reform Specialist (CHRS) designations. He has extensive experience in all areas of benefit programs, including dealing with the complexities of multi-state organizations and international benefits. During his career he has served on the Advisory Councils of every major insurance carrier. He is a member of National Association of Health Underwriters, Vice President of Legislation for The San Diego The Employee Benefit Council, co-founder of the Business Advisory Council, a member and Past President of the North Coast Business Group, a member of the North County Personnel Association, an Advisor to Brandman University, Carlsbad Chamber of Commerce member, The Better Business Bureau member, Lieutenant with the Honorary Deputy Sheriff’s Association, and member and Past President of the Board of Directors for the Boys and Girls Clubs of Carlsbad. He resides in Encinitas with his wife Niki, sons Brady and Trevor and daughter Alexandra. We are an established Insurance and Employee Benefits Firm located in Carlsbad, CA currently in search of an experienced Receptionist for our expanding organization. We are pride ourselves on delivering an unprecedented level of service and creating innovative solutions for our current and prospective clients Insurance and Benefits needs. We are looking for a Receptionist with a passion for providing impeccable customer service to our valued clients. The ideal candidate will understand the importance of making a first and lasting impression on the phone and in person. Additional job functions include providing clerical support and for our dynamic and growing Insurance Firm. Answers telephones, screens calls, routes to appropriate individual or takes messages. Ensures customers, vendors and employees are addressed in a professional and courteous manner. Provides information and assistance knowledgebase grows. The dress code is business causal. Hours are full time, Monday through Friday 8am-5pm. We are an established Insurance and Employee Benefits Firm located in Carlsbad, CA currently in search of an experienced and licensed Employee Benefits Account Manager for our expanding organization. We are pride ourselves on delivering an unprecedented level of service and creating innovative solutions for our current and prospective clients Insurance and Benefits needs. The Employee Benefits Account Manager works collaboratively with the Producer managing a book of business and prospective clients. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues. Manage claims and coverage issue resolution for clients and their employees. Act as liaison between client and carrier to research and resolve coverage, claim and administrative problems. Provide guidance to clients and their staff regarding their benefit program in detail.