Remote Benefits Account Manager - Client Growth & Support

Patra Corporation; United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive Salary / Benefits / PTO

Job summary

Patra Corporation, a world leader in insurance back-office services, seeks an experienced benefits professional to manage client relationships and policy administration from a remote US location.

You will support California market clients, navigate carrier platforms, and ensure timely, accurate service. A Life & Health license is required with 3–5+ years in employee benefits, and the role offers competitive pay and benefits.

Qualifications

• 3–5+ years of Employee Benefit Retail Insurance experience.
• Active Life & Health Insurance license.
• Proven ability to work with carriers and clients with high confidentiality.

Responsibilities

• Develop and maintain relationships with clients, carriers, and internal teams.
• Service and manage all aspects of customer service for clients per Patra procedures.
• Manage retention and growth of policies through account rounding and new business.
• Ensure timely responses to inquiries and maintain paperless workflow.

Skills

Employee benefits

Customer service

California market knowledge

Life & health license

Team collaboration

Tools

Carrier online platforms

Microsoft Office

Job description

Patra Corporation, a world leader in insurance back-office services, seeks an experienced benefits professional to manage client relationships and policy administration from a remote US location.

You will support California market clients, navigate carrier platforms, and ensure timely, accurate service. A Life & Health license is required with 3–5+ years in employee benefits, and the role offers competitive pay and benefits.