Remote Personal Lines Account Manager (Growth & Retention)

Patra Corporation; Boston (MA); Remote; USD 65,000 - 95,000; Full time

Job summary

Patra Corporation is seeking a Personal Lines Account Manager to work from home in the United States, handling day-to-day servicing and retention for personal line clients. You will coordinate renewals, endorsements, and policy changes while maintaining a paperless workflow and delivering high-quality service.

Applicants should have 3–5+ years of Personal Lines retail insurance experience and an active Property & Casualty license.

Qualifications

• 3 to 5+ years of Personal Lines Retail Insurance Experience.
• Active Property & Casualty Insurance License.

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.
• Coordinate processing of renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, and policy edits with team.
• Educate clients about policy coverages, changes, exclusions, and insurance needs.
• Maintain a paperless workflow.
• Protect confidentiality of information.

Skills

Personal Lines knowledge

Communication

Self-starter

Detail-oriented

Microsoft Outlook

Excel

Word

Agency Management System

Electronic Document Management

Adobe

Education

Property & Casualty License

Tools

Agency Management System

Electronic Document Management

Microsoft Word

Microsoft Excel

Adobe

Job description

Patra Corporation is seeking a Personal Lines Account Manager to work from home in the United States, handling day-to-day servicing and retention for personal line clients. You will coordinate renewals, endorsements, and policy changes while maintaining a paperless workflow and delivering high-quality service.

Applicants should have 3–5+ years of Personal Lines retail insurance experience and an active Property & Casualty license.