Personal Lines Account Manager - Massuchussetts Auto

About Patra

Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining expert global teams, process intelligence, and purpose-built technology, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered

Core Duties

The Personal Lines Account Manager is a work from home position and serves as the primary contact and liaison with personal line clients; managing the day-to-day servicing and retention. Our commitment is to provide positive and quality customer service in all area; ensuring timely delivery and accurate work/service. Candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills along with a solid personal lines insurance knowledge and license.

Core Duties

Provide good customer service

Service and manage all aspects of personal lines clients

Promote growth of existing book through account rounding

Market when necessary on renewal and new business

Maintain clients / policies in agency management system

Manage and coordinate processing of all renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team

Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs

Use analytical and critical thinking in work processes and communication skills

Maintain a paperless workflow

Protects confidentiality of information

Other duties as assigned.

Minimum Requirements - Education & Experience

3 to 5+ years of Personal Lines Retail Insurance Experience

Active Property & Casualty Insurance License

Knowledge, Skills and Abilities

Firm working knowledge of personal lines coverages and services

Experienced user of Agency Management System and Electronic Document Management

Be self-starter, creative, and problem solver

Must be detailed oriented and well organized

Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe

Excellent communications and telephone skills a must

Ability to deliver results to clients through coordinating and managing efforts of others

Ability to resolve problems independently

Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available

Working Conditions

Work from home remotely in United States only

Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite

Compensation

Competitive Salary / Benefits / PTO

Physical Requirements*

Constantly perform desk-based computer tasks

Frequent sitting

Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds

Sort/file paperwork, rarely twist/bend/stoop/squat

* Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

Work Standards

Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations

Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned

Subject to and expected to comply with all applicable Patra Corp policies and procedures.

Equal Employment Opportunity

Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

The Personal Lines Account Manager is a work from home position and serves as the primary contact and liaison with personal line clients; managing the day-to-day servicing and retention. Our commitment is to provide positive and quality customer service in all area; ensuring timely delivery and accurate work/service. Candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills along with a solid personal lines insurance knowledge and license.

Core Duties

Provide good customer service

Service and manage all aspects of personal lines clients

Promote growth of existing book through account rounding

Market when necessary on renewal and new business

Maintain clients / policies in agency management system

Manage and coordinate processing of all renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team

Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs

Use analytical and critical thinking in work processes and communication skills

Maintain a paperless workflow

Protects confidentiality of information

Other duties as assigned.

Minimum Requirements - Education & Experience

3 to 5+ years of Personal Lines Retail Insurance Experience

Active Property & Casualty Insurance License

Knowledge, Skills and Abilities

Firm working knowledge of personal lines coverages and services

Experienced user of Agency Management System and Electronic Document Management

Be self-starter, creative, and problem solver

Must be detailed oriented and well organized

Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe

Excellent communications and telephone skills a must

Ability to deliver results to clients through coordinating and managing efforts of others

Ability to resolve problems independently

Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available

Working Conditions

Work from home remotely in United States only

Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite

Compensation

Competitive Salary / Benefits / PTO

Physical Requirements*

Constantly perform desk-based computer tasks

Frequent sitting

Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds

Sort/file paperwork, rarely twist/bend/stoop/squat

* Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

Work Standards

Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations

Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned

Subject to and expected to comply with all applicable Patra Corp policies and procedures.

Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.