Select Commercial Lines Account Manager - Remote

Patra Corporation; United States; Remote; USD 60,000 - 85,000; Full time

Job summary

Patra Corporation is seeking a remote Commercial Lines Account Manager to manage small commercial clients' policies and relationships. The ideal candidate will have 3-5 years of insurance experience and an active Property & Casualty License, thriving in a detail-oriented and customer-focused role that ensures high-quality service delivery.

Benefits

Competitive salary

Benefits

PTO

Qualifications

• 3 to 5 years of commercial lines retail insurance experience required.
• Active Property & Casualty Insurance License mandatory.

Responsibilities

• Service and manage all aspects for small commercial clients and their policies.
• Maintain and develop client and company relationships.
• Market renewal and new business when necessary.

Skills

Commercial lines coverage knowledge

Client relationship management

Analytical thinking

Problem-solving

Detail-oriented

Education

Active Property & Casualty Insurance License

3 to 5 years of Commercial Lines Retail Insurance Experience

Tools

Agency Management Systems

Electronic Document Management

Job description

Join to apply for the Select Commercial Lines Account Manager - Remote role at Patra Corporation.

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk, and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control, and account audits, to operation centers in the US, India, and the Philippines.

Core Duties

The Commercial Lines Account Manager needs to be a self-starter, well-organized, highly detailed, possess excellent written and verbal communication skills, and have a solid commercial lines insurance knowledge base with a property & casualty license in this work-from-home position. The Account Manager serves as the primary contact and liaison with small commercial lines clients; ensuring ongoing consistency and managing day-to-day servicing, renewals, and new business. Our goal is to provide positive and quality customer service, ensuring timely delivery and accuracy of work/service provided.

Primary Responsibilities

• Service and manage all aspects for small commercial clients and their policies.
• Maintain and develop client and company relationships.
• Retain and manage all policies including service center, non-service center, and surplus lines.
• Promote growth of existing book through account rounding.
• Market renewal and new business when necessary.
• Maintain clients/policies in the agency management system.
• Coordinate processing of renewals, certificates of insurance, endorsements, audits, cancellations, auto ID cards, binders, summaries of insurance, and edits with the team.
• Educate and inform clients about policy coverages, changes, exclusions, and coverage needs.
• Stay updated on market conditions and technical knowledge.
• Maintain knowledge of technology tools and solutions.
• Provide excellent customer service.
• Use analytical and critical thinking in work processes and communication.
• Maintain a paperless workflow.
• Protect confidentiality of information.
• Perform other duties as assigned.

Minimum Requirements - Education & Experience

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

Knowledge, Skills, and Abilities

• Strong knowledge of commercial lines coverages and services.
• Experience handling small commercial lines accounts.
• Proficient with Agency Management Systems and Electronic Document Management.
• Self-motivated, creative, and problem solver.
• Detail-oriented and organized.
• Excellent computer/internet skills, proficient in carrier websites, Microsoft Outlook, Excel, Word, and Adobe.
• Ability to coordinate efforts and deliver results.
• Problem-solving skills and willingness to upgrade industry and technology knowledge.

Working Conditions

• Remote work from within the United States only.
• Minimum internet speed of 6 Mbps download and 3 Mbps upload; direct connection to modem; no satellite internet.

Compensation

• Competitive salary, benefits, and PTO.

Physical Requirements

• Desk-based computer tasks.
• Frequent sitting.
• Occasional standing, walking, hand writing, telephone use, lifting/carrying objects up to 20 pounds.
• Rare twisting, bending, stooping, squatting.

Work Standards

• Good interpersonal skills with colleagues and clients.
• Commitment to safety and respectful behaviors.
• Compliance with company policies and procedures.

Patra Corporation is an equal opportunity employer committed to diversity and inclusion.