Demo

Senior P&C Underwriter

Heffernan Insurance Brokers
Petaluma, CA Full Time
POSTED ON 11/30/2025
AVAILABLE BEFORE 1/30/2026

OBJECTIVE:

Tangram is a growth stage, independent company building an exceptional insurance intermediary on our terms. We deliver specialized insurance solutions in the most effective and efficient way possible, while continually striving to do it better than anyone else. We are seeking an energetic and creative individual to join our team and help elevate our energy program to the next level. You will be part of a dynamic organization that seeks to scale our programs creatively and robustly, while rewarding individual contributions and fostering team collaboration. To start, your primary responsibility will be to manage and underwrite a renewal portfolio of middle-market accounts, assist the team with new business development, and cultivate broker and carrier relationships to help Tangram build a book of business that achieves growth and profitability. This position will report to the Vice President of Underwriting. Tangram will consider both remote candidates and local talent in the Northern Bay Area.

 

RESPONSIBILITIES INCLUDE:

  • Performs day-to-day underwriting functions at a senior level
  • Recommends creative alternatives in regard to rating, coverage, etc. to advocate for good Insureds
  • Engages team to perform clerical and administrative tasks as outlined in workflow documents
  • Maintains underwriting files in accordance with Tangram policies and procedures
  • Utilizes expertise and experience to make sound judgments regarding risk selection and pricing
  • Ensures adherence to underwriting standards, objectives and guidelines of program
  • Develops and maintains effective business relationships with agents and carriers in order to attract, develop and retain profitable business for assigned book of business
  • Understands all programs and products at Tangram to be an effective advocate with agency community
  • Actively manages program(s) to reach production goal(s)
  • Special projects as assigned

 

REQUIREMENTS:

  • 3-5 years of underwriting experience in General Liability in the Security Guard Space. Experience with other lines like WC and Auto is a plus, but GL is a requirement.
  • 5-8 years of P&C underwriting experience
  • Strong communicator
  • Ability to work in a team
  • Positive attitude towards customer service and relationship management
  • Effective analytical and logical reasoning abilities
  • Good attention to detail
  • Organizational skills and ability to problem solve and multi-task
  • Strong personal initiative, ability to work independently
  • Desire to have fun and engage with the team
  • Solid computer skills and adaptation to new technologies and workflows

 

COMPENSATION:

The salary range for this position is $115,000 to $150,000. 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:

You will be part of a team that first and foremost, is about creating and maintaining an environment of collaboration, personal and professional growth, risk taking, accountability and creativity.  The Company has the character of a start up with the benefit of 20 years in business.  We want you to be inspired by the overall vision and provided with the support and resources to accomplish your goals and our success.  And most importantly, you will have the opportunity to learn and grow on a team that honors both success and failure. 

 

CORE VALUES:

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

Salary : $115,000 - $150,000

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