Homeoffice Underwriting Operations Specialist chez Tangram Insurance

OBJECTIVE:

We are looking for an energetic, creative individual to join our team and help take our energy 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. As a key member of the MGA Operations team, your primary responsibility will be to support the MGA in achieving its production goals. You will play a critical role in optimizing and maintaining operational efficiency across workflows. This includes collaborating with both internal teams and external partners to improve processes, managing our remote support team, ensuring accurate and consistent documentation, and providing timely support for daily operational inquiries. This position will report to the Vice President of Operations. Tangram will consider remote candidates as well as local talent in the Northern Bay Area. The ideal candidate must have experience with MGA Operations, admitted lines of coverage including Auto, General Liability, Property, Inland Marine, Umbrella/Excess, and Workers Compensation.

RESPONSIBILITIES INCLUDE:

• Process Mapping & Documentation

• Develop and maintain initial drafts of swim lane process layouts for all workflows.
• Create and manage standard operating procedures (SOPs) to ensure process clarity and consistency.
• Team Collaboration & Improvement
• Conduct team shadowing to identify areas for improvement and implement process enhancements.
• Serve as a liaison between internal teams and BPO (Business Process Outsourcing) partners, ensuring alignment and operational efficiency.
• Manage virtual assistant (VA) team activities, including workload coordination and performance review.
• Workflow Performance Analysis
• Review and assess average handling times across workflows to identify bottlenecks and opportunities for optimization.
• Operational Support
• Serve as a point of contact for daily process-related questions, offering guidance and solutions to internal teams.
• Partner with Client Services to manage audit and billing activities with carrier partners, ensuring accuracy and compliance.
• Manage the reconciliation of bordereaux data to maintain accurate financial reporting.
• Supports team and program(s) to reach production goal(s)
• Special projects as assigned

REQUIREMENTS:

• 3-6 years of proven experience in MGA or Carrier operations or related field
• Strong knowledge of process documentation and workflow design tools (e.g., Visio, Lucidchart).
• Experience with package lines of coverage: Auto, General Liability, Property, Inland Marine, Umbrella/Excess, and Workers Compensation.
• Project management experience
• Strong personal initiative, ability to work independently
• Solid computer skills and adaptation to new technologies and workflows
• Excellent communication and collaboration skills.
• Detail-oriented with strong organizational and time-management abilities.
• Ability to work in a team
• Positive attitude towards customer service and relationship management
• Effective analytical and logical reasoning abilities
• Organizational skills and ability to solve problems and multitask
• Desire to have fun and engage with the team

COMPENSATION:

The salary range for this position is $85,000 to $95,000. 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:

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.