7 jobs found in petaluma

Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Personal Lines team. This is an entry level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter, who is looking for a career path with plenty of growth potential. The primary function of a Personal Lines Assistant is to assist Account Managers and Producers in clerical functions related to account servicing. With direction from an Account Manager and/or Producer, these administrative functions include working with insurance carriers to process endorsements, retrieve policy coverage information, and other related servicing requests.   Responsibilities Include: Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. Process binders. Process endorsements. Process audits after review by the Account...

Sign-On Bonus Opportunity of up to $3,500* Pay Range: $50000 - $110000 / year Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $10 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company:...

Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter, who is looking for a career with plenty of upward mobility.   Responsibilities Include: Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. Process binders. Process endorsements. Process audits after review by the Account Manager. Invoicing as assigned. Follow up on claims. Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals. Create and maintain mail-merge documents. Draft proposals. Process un-routed attachments and carrier document retrieval items. Respond to client requests in a timely and accurate manner. Follow up and...

OBJECTIVE: This position requires an organized, articulate, and flexible individual who thrives in a fast-paced environment. This person will elevate our underwriting team by providing necessary support and data to assist with risk assessment and the pricing process. This will be mainly driven by your technical ability to review, analyze and prepare files for multi-line accounts, process new and renewal related transactions, perform support functions to assist with achieving established profit and growth goals, communicate with brokers on file needs and execute other activities related to the preparation of underwriting files.   RESPONSIBILITIES INCLUDE: Transactions may include, but are not limited to, finalizing the binding of accounts, rating review, preparation of underwriting files and proposal generation, including revisions and generating loss runs. Partner with Underwriters in the day-to-day underwriting functions Perform required support functions for...

Summary  As an Insurance Program Manager, PPIB develops and manages specialty insurance programs for niche industries. The Operations Specialist plays a key role in keeping business flowing for our insureds, retail insurance agents, and wholesale brokers within our varied programs. The Operations Specialist is essential for ensuring that day-to-day operations are executed efficiently, records are kept accurate, and compliance standards are met, all while supporting the team in resolving operational challenges and driving process improvements. Essential Functions Assist with calls from prospects, insureds, brokers, and carriers Collect and process payments Issue certificates of insurance Handle Broker of Record Letters Manage retail/wholesale brokerage additions and changes Assist with state form review and special Compliance projects Inspection ordering, review, evaluation, and processing. Prepare and act on weekly/monthly reports for Operations Work...

Objective: This is an excellent opportunity for a motivated and determined professional to play a fundamental role in supporting our ambitious revenue growth objectives.  You must be comfortable making dozens of calls per day, generating interest in our programs, qualifying prospects and soliciting insurance submissions. You will gain an understanding of our Company’s brand and philosophy and be an ambassador for Tangram in the marketplace. This role reports directly to our VP of Sales.   Responsibilities include: Learn to articulate Tangram’s overall vision, business and programs Drive submissions through outbound calls, emails and inbound lead follow-up Accountable for driving individual goals as outlined, including activity metrics Increase production with existing brokers and generate submissions Research potential broker partners, identify key contacts/decision makers, initiate calls, and generate interest Assemble key reports/metrics on broker...

Overview Tangram’s underwriting division has experienced significant growth, and we are looking for motivated people to help build and scale this business to its full potential.  If you’re seeking a fast-paced, dynamic environment that allows for growth and upward mobility in a dynamic and creative culture, then throw your hat in the ring! We are looking for an experienced multi-line underwriter to join our package team. You will be part of a dynamic organization that is seeking to scale our programs creatively and robustly, while rewarding individual contributions and encouraging team collaboration. You will be responsible for underwriting middle-market accounts while developing broker/ carrier relationships to help Tangram build a book of business that will achieve growth and profitability. Responsibilities Performs day-to-day underwriting functions Achieves new business premium, renewal retention and rate change objectives Recommends creative alternatives in...