Employee Benefits Associate Account Manager - Remote

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

Under direction, the Associate AM proactively and efficiently manages an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards. Develop and maintain relationships with clients, carriers, team members, India team and Implementation Consultants; Service and manage all aspects of customer service for clients; manage retention for service center, non-service center; promote growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. Level of employee autonomy increases from junior through senior levels.

Handles the renewal process including, but not limited to:

Create applications in agency management system.

Request renewal changes from insureds.

Follow up with carrier and/or insureds for pertinent information.

Request quotes from carriers utilizing proper applications and corresponding. documentation.

Prepare quote presentation and deliver to the insured.

Update Node as required.

Prepare binders to be sent to the insured.

Send certificate requests to the team.

Process rush certificates needed under 2 hours.

Respond to India team questions.

Filing in document management system.

Process endorsement requests and inquiries from insureds to carriers.

Handles all accounting for the desk.

Adapt to various insurance carrier rating websites.

Order loss runs from carriers and wholesalers as needed.

Complete surplus filings.

Special projects as directed by Manager.

Solve problems quickly and effectively and implement solutions to meet the needs of client .

Forge relationships with client and insurance carriers.

Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes and mail from client.

Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business .

Supporting Responsibilities:

Maintain knowledge of various states insurance guidelines.

Understand customer challenges and partner to find solutions.

Identify and communicate to Manager leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue.

Minimum Requirements – Education & Experience

Minimum of 6 Months Experience – 1 year preferred

Active Life & Health License

Knowledge, Skills and Abilities

Possess current and active insurance Life and Health license

Must be detail-oriented

Superior organizational skills

Self-Starter

Excellent verbal and written communication skills

Excellent computer/internet/Microsoft skills

Excellent time management skills

Accurate data entry

Excellent typing skills

Working Conditions

Work from home.

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

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.

Under direction, the Associate AM proactively and efficiently manages an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards. Develop and maintain relationships with clients, carriers, team members, India team and Implementation Consultants; Service and manage all aspects of customer service for clients; manage retention for service center, non-service center; promote growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. Level of employee autonomy increases from junior through senior levels.

Handles the renewal process including, but not limited to:

Create applications in agency management system.

Request renewal changes from insureds.

Follow up with carrier and/or insureds for pertinent information.

Request quotes from carriers utilizing proper applications and corresponding. documentation.

Prepare quote presentation and deliver to the insured.

Update Node as required.

Prepare binders to be sent to the insured.

Send certificate requests to the team.

Process rush certificates needed under 2 hours.

Respond to India team questions.

Filing in document management system.

Process endorsement requests and inquiries from insureds to carriers.

Handles all accounting for the desk.

Adapt to various insurance carrier rating websites.

Order loss runs from carriers and wholesalers as needed.

Complete surplus filings.

Special projects as directed by Manager.

Solve problems quickly and effectively and implement solutions to meet the needs of client .

Forge relationships with client and insurance carriers.

Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes and mail from client.

Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business .

Supporting Responsibilities:

Maintain knowledge of various states insurance guidelines.

Understand customer challenges and partner to find solutions.

Identify and communicate to Manager leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue.

Minimum Requirements – Education & Experience

Minimum of 6 Months Experience – 1 year preferred

Active Life & Health License

Knowledge, Skills and Abilities

Possess current and active insurance Life and Health license

Must be detail-oriented

Superior organizational skills

Self-Starter

Excellent verbal and written communication skills

Excellent computer/internet/Microsoft skills

Excellent time management skills

Accurate data entry

Excellent typing skills

Working Conditions

Work from home.

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

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.