Remote Employee Benefits Account Manager: Growth & Retention

Patra Corporation; United States; Remote; USD 65.000 - 95.000; Vollzeit

Benefits dieser Stelle

Remote work (US only)

Benefits package

Paid time off

Zusammenfassung

Patra Corporation is seeking an Employee Benefits Account Manager to manage a block of small employee benefits accounts and serve as the primary client contact. You will coordinate services, advise on coverage changes, and support renewals to retain and grow the book of business.

Work from home remotely in the United States, with collaboration across global teams. The role requires 3–5+ years in Employee Benefit Retail Insurance and an Active Life & Health Insurance License.

Qualifikationen

• 3 to 5+ years of Employee Benefit Retail Insurance experience.
• Active Life & Health Insurance license.
• Demonstrated ability to communicate effectively and professionally with clients and internal staff.

Aufgaben

• Develop and maintain relationships with clients, carriers, and internal teams.
• Service and manage all aspects of customer service for clients in accordance with procedures.
• Promote growth of existing book through account rounding and new business.
• Maintain clients and policies in agency management system with tasks and attachments.
• Deliver strong customer service by responding within 24 hours to inquiries and concerns.
• Stay abreast of market conditions and product knowledge for small group benefits.

Kenntnisse

Client relationship management

Communication

Organizational skills

Teamwork

Problem solving

Time management

Tools

CRM software

Microsoft Office

Jobbeschreibung

Patra Corporation is seeking an Employee Benefits Account Manager to manage a block of small employee benefits accounts and serve as the primary client contact. You will coordinate services, advise on coverage changes, and support renewals to retain and grow the book of business.

Work from home remotely in the United States, with collaboration across global teams. The role requires 3–5+ years in Employee Benefit Retail Insurance and an Active Life & Health Insurance License.