Remote Personal Lines Account Manager for Client Growth

Patra Corporation; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work in United States

Job summary

Patra Corporation in the United States is seeking a Personal Lines Account Manager to serve as the primary contact for personal line clients. This remote role manages day-to-day servicing, retention, renewals, and client communications to ensure timely delivery and accurate service.

You will leverage your knowledge of personal lines insurance, use agency management systems, and coordinate with carriers and team members to onboard and maintain policies.

Qualifications

• Firm working knowledge of personal lines coverages and services.
• Experienced user of Agency Management System and Electronic Document Management.
• Be self-starter, creative, and problem solver.
• Must be detailed oriented and well organized.
• Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe.
• Excellent communications and telephone skills a must.
• Ability to deliver results to clients through coordinating and managing efforts of others.
• Ability to resolve problems independently.
• Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available.

Responsibilities

• Provide good customer service to personal lines clients.
• Service and manage all aspects of personal lines clients.
• 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 all renewals, evidence 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.
• Use analytical and critical thinking in work processes and communication skills.
• Maintain a paperless workflow.
• Protects confidentiality of information.
• Other duties as assigned.”

Skills

Personal lines insurance knowledge

Excellent communication

Organizational skills

Problem solving

Self-starter

Computer literacy

Education

Active Property & Casualty Insurance License

Tools

Agency Management System

Electronic Document Management

Carrier websites

Microsoft Outlook

Excel

Word

Adobe

Job description

Patra Corporation in the United States is seeking a Personal Lines Account Manager to serve as the primary contact for personal line clients. This remote role manages day-to-day servicing, retention, renewals, and client communications to ensure timely delivery and accurate service.

You will leverage your knowledge of personal lines insurance, use agency management systems, and coordinate with carriers and team members to onboard and maintain policies.