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Client Service Account Manager

Client Service Account Manager

TangramPetaluma, CA, United States
3 days ago
Job type
  • Full-time
Job description

OBJECTIVE :

The Client Services Account Manager plays a vital role in supporting Tangram's broker and insured relationships. This individual will manage a portfolio of accounts, ensuring seamless policy servicing and overall client satisfaction. The ideal candidate is a positive, proactive communicator, highly organized, and thrives in a fast-paced, team-oriented environment. This individual reports to our Director of Client Services. Only candidates in the Bay Area, CA, or Northeast regions will be considered for this role to stay near Tangram hub locations.

RESPONSIBILITIES INCLUDE :

  • Serve as the primary point of contact for a designated book of business, maintaining strong relationships with brokers and insureds.
  • Manage the full policy lifecycle of services, including new business onboarding, endorsements, renewals, and cancellations.
  • Coordinate with internal operations, business development, underwriting, claims, and finance teams to ensure timely and accurate service delivery.
  • Proactively communicate with brokers and clients to address inquiries, resolve issues, and anticipate future needs.
  • Maintain up-to-date and accurate data in agency management systems and CRM platforms.
  • Support departmental initiatives aimed at improving service efficiency and client satisfaction.
  • Stay informed on program guidelines, carrier requirements, and industry trends.
  • Special projects as assigned

REQUIREMENTS :

  • 3+ years of experience in an insurance client service or account management role, preferably within an MGA or carrier environment.
  • Active Property & Casualty license preferred or ability to obtain within a specified time.
  • Strong knowledge of commercial lines insurance products and processes.
  • Exceptional organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Office and experience with agency management systems (e.g., APPLIED Epic, Salesforce) is a plus.
  • Ability to manage multiple priorities and meet deadlines in a dynamic work environment.
  • Team-oriented with a customer-first mindset and a high level of initiative.
  • Desire to have fun and engage with the team

    • Compensation

    The salary range for this position is $75,000 to $85,000, with opportunity for bonus incentive. 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 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. You will be part of a team that, first and foremost, fosters an environment of collaboration, personal and professional growth, risk-taking, accountability, and creativity. The company has a startup spirit combined with over 25 years of experience. We want you to be inspired by the overall vision and equipped with the support and resources to achieve your goals and contribute to our success. Most importantly, you will have the chance to learn and grow on a team that values both success and learning from failure.

    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 commonly used office equipment.
  • This position may require flexibility to work hours outside of a regular schedule.

    • Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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    Client Service Manager • Petaluma, CA, United States