Account Services Representative jobs in Petaluma, CA

The Sales Account Manager will be responsible for the consulting and servicing of small, specialized businesses throughout the United States that fit within the appetite of the markets we represent. The Sales Account Manager must have a desire to grow the book of business through superior customer sales and service skills, and technical knowledge of the specialty coverages offered. This is a fantastic opportunity for a professional who wants to sit on the front lines and drive business into our organization.

RESPONSIBILITIES INCLUDE:

• Engage leads generated by marketing for new business and procure information for underwriting 
• Responsible for all sales activities, from developing new customers through generation of new contacts within an assigned geographical territory to achieve minimum goal standards for growth 
• Will also be responsible for maximizing sales profitability, growth, and account penetration.  
• Working with our renewal clients to obtain information for underwriting 
• Contact existing account clients to round out with other supplemental coverage 
• Educate clients and prospects on the unique risk management tools available 
• Analyze change requests from the client and forward to underwriting with recommendation and endorsements 
• Review policies for accuracy before presenting to client 
• Take calls on claims and submit information to claims committee 
• Be available to support client calls and emails on general questions and requests 
• Special projects as assigned 

REQUIREMENTS:

• 2-5 years insurance Agency or brokerage experience 
• Active P&C Licensed 
• Strong Communicator 
• Ability to work in a team 
• Attitude towards customer service and relationship management 
• Good attention to detail 
• Organizational skills and ability to problem solve and multi-task  
• Ability to work in a fast-paced environment, self directed, entrepreneurial environment 
• Desire to have fun and engage with the team 
• Adaptive to various technology and CRM platforms (ability to learn quickly)

COMPENSATION

The starting salary range for this position is $58K to $65K with opportunity for additional commission. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Tangram offers a comprehensive benefits package; more details on which can be found at https://www.tangramins.com/about-tangram/careers.

COMPANY OVERVIEW:

Tangram is a growth stage, independent company building an exceptional insurance intermediary on our terms. We endeavor to deliver specialized insurance solutions in the most effective and efficient way possible, while constantly thinking of how we can do it better than anyone else. Every person is an important and visible part of the effort, therefore any addition to our team must have an appreciation of their responsibility and opportunity to impact the culture and the results of the Company.

CORE VALUES:

These are core values that represent our unique employee culture:

• Grow or die
• Embrace adversity with gusto
• Own mistakes and share credit
• Do what you say
• Create a fan in every interaction

Working Conditions:

• Work environment may be indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule.