Remote Commercial Lines Account Manager - Renewals & Growth

Patra Corporation; Arizona; Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

PTO

Remote work from home

Competitive benefits

Résumé du poste

Patra Corporation is a world leader in insurance back-office and account management services. We seek a Commercial Lines Account Manager to work remotely from the United States, serving as the primary liaison for small commercial clients and handling servicing, renewals, and new business with accuracy and care.

The role requires 3–5 years of Commercial Lines Retail Insurance experience and an active Property & Casualty license.

Qualifications

• 3 to 5 years of Commercial Lines Retail Insurance Experience.
• Active Property & Casualty Insurance License.
• Experience with Agency Management System and Electronic Document Management.
• Be self-starter, creative, and problem solver.
• Must be detail oriented and well organized.

Responsabilités

• Service and manage all aspects for small commercial clients and their policies.
• Maintain and continue to develop client and company business relationships.
• Retain and manage all policies including service center, non-service center, and surplus lines.
• Promote growth of existing book through account rounding.
• Market when necessary on renewal and new business.
• Maintain clients / policies in agency management system.
• Manage and coordinate processing of renewals, certificates of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team.
• Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs.

Connaissances

Commercial lines

Small business

Agency management system

Electronic document management

Microsoft Office

Excel

Word

Outlook

Analytical thinking

Communication skills

Detail oriented

Self-starter

Formation

Active Property & Casualty Insurance License

Outils

Agency Management System

Electronic Document Management

Microsoft Office

Adobe

Description du poste

Patra Corporation is a world leader in insurance back-office and account management services. We seek a Commercial Lines Account Manager to work remotely from the United States, serving as the primary liaison for small commercial clients and handling servicing, renewals, and new business with accuracy and care.

The role requires 3–5 years of Commercial Lines Retail Insurance experience and an active Property & Casualty license.