Remote Personal Lines Insurance Sales Specialist

Patra Corporation; United States; Remote; USD 40,000 - 52,000; Full time

Job summary

Patra Corporation is seeking a Property & Casualty licensed Personal Lines Customer Care Specialist to manage the day-to-day personal lines insurance for active clients. This role will handle 30–50 calls per day and include inbound sales and fulfillment, educating customers about policy coverages to meet client agreement targets.

The Customer Care Specialist will be the primary contact with clients, ensuring timely and accurate policy delivery and ongoing consistency.

Qualifications

• Knowledge of personal lines coverages and services required.
• Experience with agency management systems and electronic document management.
• Strong written and verbal communication skills; detail oriented.

Responsibilities

• Inform and educate customers about policy coverages and changes.
• Provide strong customer service via calls, emails, faxes, and mail.
• Adapt to various carrier rating websites and processes.
• Resolve issues quickly and implement effective solutions.
• Maintain knowledge of state insurance guidelines and stay current.

Skills

Personal lines knowledge

Customer service

Communication skills

Problem solving

Detail oriented

Tools

Agency Management Systems

Electronic Document Management

Carrier rating websites

Microsoft Outlook

Excel

Word

Job description

Patra Corporation is seeking a Property & Casualty licensed Personal Lines Customer Care Specialist to manage the day-to-day personal lines insurance for active clients. This role will handle 30–50 calls per day and include inbound sales and fulfillment, educating customers about policy coverages to meet client agreement targets.

The Customer Care Specialist will be the primary contact with clients, ensuring timely and accurate policy delivery and ongoing consistency.