Heffernan Insurance Brokers · 10 hours ago
Business Development Manager, Security Guard Program
Petaluma, California, United States
Full-time
Onsite
Mid, Senior Level
$90K/yr - $120K/yr
5+ years expHeffernan Insurance Brokers is an independent, growth-stage insurance MGA seeking a driven Business Development Manager to join their expanding sales team. The role involves executing sales strategies, sourcing brokers, and cultivating relationships to drive growth for the Security Guard Program.
FinanceFinancial ServicesInsurance
Responsibilities
Grow the book: Generate submissions and expanding production through outbound prospecting, new broker development, and nurturing existing relationships
Build partnerships: Identify, profile, appoint, and support broker partners who align with Tangram’s vision and appetite
Hit your goals: Achieve quarterly and annual growth targets, report on pipeline progress, and deliver measurable results
Collaborate to win: Partner with underwriting and marketing to craft compelling campaigns, refine messaging, and close deals
Represent the brand: Attend industry conferences, association events, and trade shows as the face of Tangram’s Security Guard program
Think strategically: Analyze market dynamics, competitive positioning, and emerging opportunities to inform program growth strategies
Stay connected: Document activities, pipeline, and results in our CRM (HubSpot) and communicate regularly with internal teams
Embody Tangram’s values: Show up with professionalism, energy, curiosity, and care in everything you do
Qualification
Required
5+ years of proven field sales experience in Security Guard or related commercial insurance programs (GL, Auto, Property, Umbrella, WC)
Deep industry knowledge — including key competitors, coverage nuances, and market opportunities
A consistent track record of exceeding sales targets and driving territory growth
Strong presence and communication skills — confident in meetings, presentations, and negotiations
Experience using CRM tools such as HubSpot
Excellent written communication, organization, and time management skills
A proactive, entrepreneurial mindset — you take initiative, move fast, and learn continuously
Bachelor's degree or equivalent combination of education and experience
Benefits
Comprehensive benefits package
Discretionary annual incentive program
Company
Heffernan Insurance Brokers
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-07-22Private Equity
Leadership Team
Mike Heffernan
President and CEO
Kate Grasman
CIO
Recent News
2025-12-15
Company data provided by crunchbase