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Petaluma

    Sales Account Manager - Petaluma, United States - Tangram Insurance Services

    Tangram Insurance Services
    Tangram Insurance Services Petaluma, United States

    4 weeks ago

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    Description


    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

    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.

    #J-18808-Ljbffr
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