Associate Client Consultant - Retail Insurance Brokerages

Patra Corporation; United States; Remote; USD 80,000 - 110,000; Full time

Job summary

Patra Corporation is seeking an Associate Client Consultant for Retail Insurance Brokerages. This remote position involves supporting Client Consultants in various tasks including invoicing, data gathering, and enhancing client communication. Ideal candidates will possess strong time management and communication skills, with a foundational understanding of the insurance industry.

Qualifications

• 0-3 years of experience in the insurance industry.
• License preferred but not required.
• Strong oral and written communication skills.

Responsibilities

• Provide support to Client Consultants with client calls and documentation.
• Assist with monthly invoicing and billing reports.
• Generate reports and troubleshoot service issues.

Skills

Time Management

Effective Communication

Problem Solving

Adaptability

Emotional Intelligence

Education

Insurance Industry Experience (0-3 years)

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

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About Patra

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.

About Patra

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.

Core Duties

The Associate Client Consultant supports and assists the Client Consultants and Senior Client Consultants in activities associated with servicing clients. The Associate Client Consultant candidate needs to be effective at time management and teamwork, possess excellent written and verbal communication skills, be highly adaptable and able to problem solve. This a work from home position.

• Providing support to Client Consultants: Assist with client and offshore team calls, updating job aid and workflow documents, drafting Power Point presentations
• Assisting with Monthly Invoicing: Review, update and analyze billing reports, assist with delivering invoice and documentation to clients
• Data Gathering: Generating Reports, requesting offshore team feedback
• Troubleshooting: Service and IT/login issues/errors
• Other duties: Projects as assigned
  
  

Minimum Requirements

• 0-3 years of Insurance Industry Experience
• License preferred but not required
• Work from home remotely in United States only
• 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

• Time Management/Organization: Prioritizing, Planning, Focus
• Teamwork: Collaboration, Active listening, Coordination, Idea exchange
• Effective Communication Skills: Oral & written, Strong public speaker, Ability to communicate among multiple levels of an organization, Clarity, Respect, Friendliness, Listening, Engaging & outgoing personality
• Adaptability: Flexibility, Self-management, Decision making, Perform well and stay calm under pressure, Optimism
• Emotional Intelligence: Empathy, Humor, Sensitivity, Patience, Diplomacy
• Problem Solving & Analytical Skills: Analysis & Resolution, Observation, Creative Thinking, Ability to anticipate potential issues or problems, Attention to detail, Critical observation, Identifying trends, Deductive reasoning, Strong memory
• Leadership: Project Management, Empathy, Listening, Versatility, Delegation
• Work Ethic: Integrity & Accountability, Professionalism, Initiative, Self-motivation, Discipline, Commitment
• Microsoft Suite Proficient: Excel - creating and evaluating spreadsheets and data, creating and using pivot tables, formulas, formatting, graphs and charts, PowerPoint - collecting, researching, analyzing data and formatting into a presentation, Word - creating/updating Workflows and Job Aids, formatting
• Other: Knowledge and experience with various Agency Management Systems, Outlook, Zoom and Power BI is helpful
  
  

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  Insurance

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