Remote Commercial Lines Account Manager

Patra Corporation; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Patra Corporation is seeking a Commercial Lines Account Manager to serve as the primary client liaison, manage renewals and new business, and coordinate with the India team to support service standards. This remote role requires a solid knowledge base in commercial lines and a Property & Casualty license.

The position emphasizes timely communication, accurate servicing, and proactive book management to drive retention and growth.

Qualifications

• 3 to 5+ years of Commercial Lines Retail Insurance Experience.
• Active Property & Casualty Insurance License.
• High School Diploma or equivalent.

Responsibilities

• Develop and maintain relationships with clients, carriers, team members, India team and Implementation Consultants.
• Service and manage all aspects of customer service for clients in accordance with Patra and agency procedures.
• Provide monthly recaps to agencies by the 10th of each month to main agency contact and Manager.
• Ensure expiration lists are in SharePoint utilizing correct template and format.
• Promote growth of existing book through account rounding and new business.
• Adhere to Patra Select Servicing Standards for all aspects of managing book of business.
• Maintain clients and policies in agency management system.
• Utilize India team for all workflows in place for specific agency.
• Make recommendations to clients about policy coverages and changes as required.
• Deliver strong customer service by responding within 48 hours to inquiries and returning calls the same day.
• Stay abreast of current market conditions and technical knowledge of products and tools available.

Skills

Organizational skills

Self-starter

Verbal & written communication

MS Office / computer skills

Cross-cultural collaboration

Education

High School Diploma or equivalent

Tools

SharePoint

Job description

Patra Corporation is seeking a Commercial Lines Account Manager to serve as the primary client liaison, manage renewals and new business, and coordinate with the India team to support service standards. This remote role requires a solid knowledge base in commercial lines and a Property & Casualty license.

The position emphasizes timely communication, accurate servicing, and proactive book management to drive retention and growth.