Select Personal Lines Account Manager

About Patra

If you’re good at what you do, work anywhere. If you’re the best at what you do, come work at Patra! We are leading the way in providing Technology-Enabled Services to the insurance industry. We have a culture first approach that puts inclusivity and work/life balance at the forefront. We do this 100% remotely, always have.

Core Duties

About this job

The Account Manager needs to be a self-starter, well organ ized, highly detailed, possess excellent written and verbal communication skills as well as having a solid Personal Lines insurance knowledge base and Property & Casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided. The Account Manager will manage proactively and efficiently an agreed upon book of business and utilize India team to support while adhering to Patra Select servicing standards.

Core Duties

Develop and maintain relationships with client s, carriers, team members, India team and Implementation Consultants.

Service and manage all aspects of custome r service for clients in accordance with both Patra and agency procedures

Manage retention for service center, non- service center and surplus lines, as it applies.

Promote growth of existing book through account rounding and new business

Adhere to Patra Select Servicing Stand ards for all aspects of managing book of business

Maintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc. in accordance with both Patra and agency procedures

Utilize India team for all workflows in place for specific agency

Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required

Deliver strong customer service by responding within 48 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day

Stay abreast of current market conditions and technical knowledge of products and tools available

Use deductive reasoning a nd critical thinking in work processes and communication skills

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

Maintain a paperless wo rkflow for both Patra and agency

Other duties as assigned

Supporting Responsibilities:

Provide monthly recaps to agencies by 10th of each month to main agency contact and Manager cc'd

Ensure expiration lists are in SharePoint utilizing correct tem plate and format

Equal Employment Opportunity

Minimum Requirements – Education & Experience

3 to 5+ years of Personal Lines Retail Insurance Experience

Active Property & Casualty Insurance License

High School Diploma or equivalent

Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite

Knowledge, Skills and Abilities

Superior organizational skills

Highly detailed

Understand customer challenges and partner w ith them to find solutions

Self-Starter

Excellent verbal and written communication sk ills

Excellent computer/internet/Microsoft skills

Patience and eagerness to be culturally eff ective with offshore (India based) employees

Work Standards

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

Promotes Culture of Respect & Sa fety: Demonstrates commitm ent 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 co mply 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.

About this job

The Account Manager needs to be a self-starter, well organ ized, highly detailed, possess excellent written and verbal communication skills as well as having a solid Personal Lines insurance knowledge base and Property & Casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided. The Account Manager will manage proactively and efficiently an agreed upon book of business and utilize India team to support while adhering to Patra Select servicing standards.

Core Duties

Develop and maintain relationships with client s, carriers, team members, India team and Implementation Consultants.

Service and manage all aspects of custome r service for clients in accordance with both Patra and agency procedures

Manage retention for service center, non- service center and surplus lines, as it applies.

Promote growth of existing book through account rounding and new business

Adhere to Patra Select Servicing Stand ards for all aspects of managing book of business

Maintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc. in accordance with both Patra and agency procedures

Utilize India team for all workflows in place for specific agency

Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required

Deliver strong customer service by responding within 48 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day

Stay abreast of current market conditions and technical knowledge of products and tools available

Use deductive reasoning a nd critical thinking in work processes and communication skills

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

Maintain a paperless wo rkflow for both Patra and agency

Other duties as assigned

Supporting Responsibilities:

Provide monthly recaps to agencies by 10th of each month to main agency contact and Manager cc'd

Ensure expiration lists are in SharePoint utilizing correct tem plate and format

Minimum Requirements – Education & Experience

3 to 5+ years of Personal Lines Retail Insurance Experience

Active Property & Casualty Insurance License

High School Diploma or equivalent

Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite

Knowledge, Skills and Abilities

Superior organizational skills

Highly detailed

Understand customer challenges and partner w ith them to find solutions

Self-Starter

Excellent verbal and written communication sk ills

Excellent computer/internet/Microsoft skills

Patience and eagerness to be culturally eff ective with offshore (India based) employees

Work Standards

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

Promotes Culture of Respect & Sa fety: Demonstrates commitm ent 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 co mply 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.