Select Commercial Lines Account Manager - Remote

Patra Corporation; United States; Remote; USD 55,000 - 160,000; Full time

Job summary

Patra Corporation seeks a Select Commercial Lines Account Manager - Remote to manage small commercial client relationships and policies. The role requires 3-5 years of commercial lines insurance experience, an active property & casualty insurance license, and proficiency in agency management software. The successful candidate will excel in communication and analytical skills, offering exceptional customer service. This position promotes a paperless workflow while working from home.

Benefits

Competitive Salary

Benefits

PTO

Qualifications

• Firm working knowledge of commercial lines coverages.
• Experienced user of Agency Management System.
• Excellent communication and customer service skills.

Responsibilities

• Service and manage all aspects for small commercial clients.
• Market for renewals and new business.
• Maintain knowledge of current market conditions.

Skills

Excellent written communication

Detail-oriented

Analytical and critical thinking

Education

Active Property & Casualty Insurance License

3 to 5 years of Commercial Lines Retail Insurance Experience

Tools

Agency Management System

Electronic Document Management

Microsoft Outlook

Microsoft Excel

Microsoft Word

Adobe

Job description

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About Patra

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.

About Patra

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 candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid commercial lines insurance knowledge base and property & casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with small commercial lines clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, 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 continue to develop client and company business relationships.
• Retain and manage all policies including service center, non-service center, and surplus lines.
• 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 renewals, certificate 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.
• Stay abreast and maintain detailed knowledge of current market conditions and technical knowledge.
• Maintain knowledge / understanding of technology-based tools and solutions.
• Provide good customer service.
• Use analytical and critical thinking in work processes and communication skills.
• Maintain a paperless workflow.
• Protects confidentiality of information.
• 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

• Firm working knowledge of commercial lines coverages and services.
• Understanding and knowledge of handling small commercial lines accounts.
• Experienced user of Agency Management System and Electronic Document Management.
• Be self-starter, creative, and problem solver.
• Must be detail 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.
• 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.
  
  

Working Conditions

• Work from home remotely in United States only.
• Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite.
  
  

Compensation

• Competitive Salary/Benefits/PTO
  
  

Physical Requirements*

• Constantly perform desk-based computer tasks.
• Frequent sitting.
• Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds.
• Sort/file paperwork, rarely twist/bend/stoop/squat.
• Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
  
  

Work Standards

• Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations.
• Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned.
• Subject to and expected to comply with all applicable Patra Corp policies and procedures.
  
  

Equal Employment Opportunity

Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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