Direct Sales - Personal Insurance

Patra Corporation; United States; Remote; USD 35,000 - 52,000; Full time

Job summary

Patra Corporation is seeking a Remote Personal Lines Customer Care Specialist to manage daily personal lines insurance tasks for active clients. The role involves handling inbound calls and emails, educating customers on policy coverages, and achieving client-agreed targets from the service agreement.

The ideal candidate has 1–2+ years in personal lines, holds a Property & Casualty license, and can operate from a home office in the United States with strong written and verbal communication

Qualifications

• High School Diploma or Equivalent.
• 1 to 2+ years of Personal Lines Experience - Auto and Home products.
• Active Property & Casualty Insurance License.
• Work from home remotely in United States only.
• 12pm-9pm EST and 1 Saturday every 4 weeks.
• Minimum internet speed of 6 Mbps download and 3 Mbps upload; Wired Ethernet connection from home router; No Satellite.

Responsibilities

• Inform, educate, and make suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs.
• Deliver strong customer service by responding swiftly and managing inquiries from calls, emails, faxes, and mail.
• Adapt to various insurance carrier rating websites.
• Solve problems quickly and implement solutions to meet customer needs.
• Forge relationships with customers and insurance carriers.
• Proactively research and have detailed knowledge of current market conditions.
• Maintain knowledge of technology-based tools and solutions in support of personal lines business.
• Use analytical and critical thinking in work processes and communication.
• Maintain a paperless workflow.
• Maintain knowledge of various state insurance guidelines.
• Understand customer challenges and partner to find solutions.
• Identify and communicate to team leads any areas for efficiency improvements.
• Other duties as assigned.

Skills

Personal lines insurance

Customer service

Communication skills

Time management

Detail oriented

Problem solving

Data entry

MS Office

Education

High School Diploma

Tools

Agency Management Systems

Electronic Document Management

Microsoft Outlook

Excel

Word

Adobe

Job description

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

Our Property & Casualty licensed Personal Lines Customer Care Specialist is responsible and focused on managing the day-to-day on personal lines insurance for active client. This role will take approximately 30-50 calls per day and be responsible for inbound sales and fulfillment. The goal is to proactively and efficiently educate new customers about policy coverages based on their needs, and to meet the required targets set forth by our client agreement.

The Customer Care Specialist serves as the primary contact and liaison with clients to ensure ongoing consistency. Our commitment to the client is to provide positive and quality fulfillment in all areas, ensuring timely and accurate product delivery. Candidate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills, and have a solid personal lines insurance knowledge base.

• Inform, educate, and make suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs
• Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account managers / customers / prospects
• Adapt to various insurance carrier rating websites
• Solve problems quickly and effectively and implement solutions to meet the needs of customer / prospect
• Forge relationships with customer / prospects and insurance carriers
• Proactively research and have detailed knowledge of current market conditions
• Maintain knowledge and understanding of technology-based tools and solutions in support of personal lines business
• Use analytical and critical thinking in work processes and communication skills
• Maintain a paperless workflow
• Maintain knowledge of various states insurance guidelines
• Understand customer challenges and partner to find solutions
• Identify and communicate to team leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue
• Other duties as assigned.

Minimum Requirements

• High School Diploma or Equivalent
• 1 to 2+ years of Personal Lines Experience - Auto and Home products
• Active Property & Casualty Insurance License
• Work from home remotely in United States only
• 12pm-9pm EST and 1 Saturday every 4 weeks.
• 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

• Firm working knowledge of personal lines coverages and services
• Experienced user of Agency Management Systems and Electronic Document Management
• Be self-starter, creative, and problem solver
• Must be detailed oriented and well organized
• Superior organizational skills and time management
• Excellent verbal and written communication skills
• Accurate data entry and excellent typing skills
• Excellent customer service skills
• Must have excellent computer / internet skills as well as proficiency in using carrier websites and in Microsoft Outlook, Excel, and Word as well as Adobe

Work Standards

• Interpersonal Skills:
  1. Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
• Promotes Culture of Respect & Safety:
  1. Demonstrates commitment to personal responsibility and value for safety and respect
  2. Communicates concerns
  3. 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.