Financial Underwriter jobs in Petaluma, CA

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Property & Casualty Underwriter
  • Heffernan Insurance Brokers
  • Petaluma, CA FULL_TIME
  • 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 to help take our Fuel program to the next level. 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 and large 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 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
      • Makes sound judgments regarding risk selection
      • Ensures adherence to underwriting standards, objectives and guidelines of program
      • Implements changes and/or updates to written program guidelines
      • 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)

       

      Skills & Experience

      • 2-4 years of progressive underwriting experience in package lines of coverage
      • 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 $85,000 to $95,000, 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 https://www.tangramins.com/about-tangram/careers.

      The Company

      Tangram is a growth stage, independent company building a future 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.  We remain fiercely independent and entrepreneurial so we can execute our value with the single purpose of delivering best in class solutions to brokers and policyholders. 

       

      The Team

      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 in a team that honors both success and failure.

       

      Tangram Core Values

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

    M
    Licensed Financial Consultant
    • Madison Professional Group- Financial Advisory Recruiters
    • Sonoma, CA FULL_TIME
    • Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and a...
    • 2 Days Ago

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    Specialty Program Underwriter (Property & Casualty)
    • Heffernan Insurance Brokers
    • Petaluma, CA FULL_TIME
    • 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 fa...
    • 11 Days Ago

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    VP, Credit Underwriter - Software & Healthcare Tech
    • JCW
    • Sonoma, CA FULL_TIME
    • Job DescriptionJCW has partnered with a leading recurring revenue and venture lending firm in their search for a VP level Credit Underwriter. This experienced professional would be evaluating, structu...
    • 4 Days Ago

    E
    Financial Advisor
    • Edward Jones
    • Novato, CA FULL_TIME
    • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
    • 10 Days Ago

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    Financial Advisor
    • Edward Jones
    • Sonoma, CA FULL_TIME
    • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
    • 10 Days Ago

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    0 Financial Underwriter jobs found in Petaluma, CA area

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    Group Underwriter - Large, Experienced
    • Blue Shield of California
    • Oakland, CA
    • Your Role The Core Manual underwriting team is responsible for balancing operating income and membership goals while pro...
    • 1/19/2025 12:00:00 AM

    B
    Group Underwriter - Large, Experienced
    • Blue Shield of California
    • Oakland, CA
    • Your Role The Core Manual underwriting team is responsible for balancing operating income and membership goals while pro...
    • 1/17/2025 12:00:00 AM

    J
    VP, Credit Underwriter - Enterprise Software
    • JCW
    • Sonoma, CA
    • Job Description JCW has partnered with a leading private credit shop in their search for a VP level Credit Underwriter. ...
    • 1/17/2025 12:00:00 AM

    J
    VP, Credit Underwriter - Enterprise Software
    • JCW
    • Job Description JCW has partnered with a leading private credit shop in their search for a VP level Credit Underwriter. ...
    • 1/17/2025 12:00:00 AM

    J
    VP, Credit Underwriter - Enterprise Software
    • JCW
    • Santa Rosa, CA
    • Job Description JCW has partnered with a leading private credit shop in their search for a VP level Credit Underwriter. ...
    • 1/17/2025 12:00:00 AM

    Z
    Market Facing Life Sciences Underwriter, Middle Markets
    • Zurich Insurance Company Ltd.
    • San Francisco, CA
    • Zurich is currently seeking an experienced Life Sciences Underwriter to join the Middle Market team in San Francisco! Wh...
    • 1/16/2025 12:00:00 AM

    B
    Associate Underwriter
    • Burns & Wilcox
    • San Francisco, CA
    • When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. O...
    • 1/16/2025 12:00:00 AM

    Z
    Private Equity Underwriter, Middle Markets (Senior or AVP)
    • Zurich Insurance Company Ltd.
    • San Francisco, CA
    • Zurich Middle Markets has delivered double-digit growth over the last four consecutive years, and we strive to exceed th...
    • 1/15/2025 12:00:00 AM

    Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
    Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
    Income Estimation for Financial Underwriter jobs
    $74,600 to $99,105
    Petaluma, California area prices
    were up 2.5% from a year ago

    Financial Underwriter
    Reviews, collects and analyzes client specific information including financial condition, employee demographics and previous claim experience to determine risk, potential benefit features and premium equivalent rates for self-funded groups.
    October 18, 2022
    Provides underwriting and financial knowledge sharing and education to clients, peers, and/or members of the sales and client service teams.
    November 10, 2022
    Demonstrate success in the marketing and sales of intangibles, negotiating, building strong relationships with customers, and providing exceptional customer service.
    January 18, 2023
    Requires extended periods of computer use.
    January 30, 2023
    Makes decisions regarding pricing, capacity, terms and conditions based on those analyses on the most complex accounts.
    February 04, 2023
    Manages the submission and underwriting process for own agency plant, working with more experienced underwriters if outside authority.
    February 24, 2023
    Assists as necessary in the negotiation of benefit plan designs and financial assumptions with client service team on new and renewal business.
    March 03, 2023
    Meeting with producers and renewal customers to make sales presentations including product education and new product roll out.
    April 15, 2023
    Takes ownership and responsibility for actions and outcomes, performance and results.
    May 17, 2023