Remote Personal Lines Account Manager - Service Excellence

Patra Corporation; Oregon; Hybrid; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Patra Corporation is hiring an Account Manager to serve as the primary liaison for clients in a 100% remote role. The ideal candidate has solid Personal Lines knowledge and a Property & Casualty license, with strong communication and service delivery skills.

You will manage day-to-day servicing, renewals, and new business, collaborating with our offshore India team to ensure timely, accurate service and adherence to Patra Select servicing standards.

Qualifikationen

• 3–5+ years of Personal Lines retail insurance experience.
• Active Property & Casualty license.
• High School Diploma or equivalent.
• Strong written and verbal communication and customer service skills.
• Ability to work with offshore teams (India) and remote collaboration.

Aufgaben

• Develop and maintain relationships with clients, carriers, and internal teams.
• Service and manage all aspects of customer service for clients per procedures.
• Promote growth of existing book through account rounding and new business.
• Deliver timely, accurate servicing and renewals for a managed book.
• Maintain records in agency management system and coordinate with India team.

Kenntnisse

Account management

Customer service

Communication skills

Insurance knowledge

Remote collaboration

Ausbildung

Property & Casualty Insurance License

High School Diploma or equivalent

Tools

Microsoft Office

SharePoint

Jobbeschreibung

Patra Corporation is hiring an Account Manager to serve as the primary liaison for clients in a 100% remote role. The ideal candidate has solid Personal Lines knowledge and a Property & Casualty license, with strong communication and service delivery skills.

You will manage day-to-day servicing, renewals, and new business, collaborating with our offshore India team to ensure timely, accurate service and adherence to Patra Select servicing standards.