Remote Employee Benefits Account Manager

Patra Corporation; Oregon; Hybrid; USD 65,000 - 95,000; Full time

Job summary

Patra Corporation, a leader in insurance back-office services, seeks an Employee Benefits Account Manager to handle a block of small to mid-size accounts with a focus on service, retention, and growth. You will coordinate with our offshore teams and internal staff to ensure accurate coverage, renewals, and client satisfaction.

The role emphasizes proactive communication, attention to detail, and the ability to manage multiple tasks in a fast-paced environment while maintaining confidentiality

Qualifications

• 3–5+ years in Employee Benefit Retail Insurance.
• Active Life & Health Insurance License.
• Knowledge of core benefits insurance coverages.
• Proven ability to communicate professionally with clients and staff.
• Ability to work with offshore teams and maintain confidentiality.

Responsibilities

• Develop and maintain client relationships and serve as main point of contact.
• Manage day-to-day servicing of accounts and retention of policies.
• Promote growth of existing book through cross-selling and renewals.
• Collaborate with India team to execute workflows.
• Provide timely responses to inquiries and maintain documentation in the agency system.

Skills

Client relationships

Communication skills

Attention to detail

Multitasking

Teamwork

Self-starter

Offshore collaboration

Microsoft Office

Carrier platforms

Tools

Microsoft Office

Carrier online platforms

Job description

Patra Corporation, a leader in insurance back-office services, seeks an Employee Benefits Account Manager to handle a block of small to mid-size accounts with a focus on service, retention, and growth. You will coordinate with our offshore teams and internal staff to ensure accurate coverage, renewals, and client satisfaction.

The role emphasizes proactive communication, attention to detail, and the ability to manage multiple tasks in a fast-paced environment while maintaining confidentiality