Employee Benefits Associate Account Manager - Remote

Patra Corporation; United States; Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Work from home

Job summary

Patra Corporation is seeking an Associate Account Manager to proactively manage a designated book of business for clients in the insurance sector. You will collaborate with the India team, deliver exceptional service, and support retention and growth through account rounding and responsive client support.

You will handle renewals, prepare quotes and binders, process endorsements, and maintain agency documents.

Qualifications

• Minimum of 6 months experience, up to 1 year preferred.
• Active Life & Health license required.

Responsibilities

• Manage an agreed upon book of business and support the India team.
• Develop and maintain client relationships; provide excellent customer service.
• Handle renewal processes: create applications, request quotes, prepare binders and certificates.
• Process endorsements and inquiries; maintain documentation.
• Support retention and growth through account rounding and cross-selling.

Skills

Detail-oriented

Excellent communication skills

Time management

Data entry

Typing speed

Education

Active Life & Health License

Tools

Agency management systems

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

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.