Select Commercial Lines Account Manager - Remote

Patra Corporation; United States; Remote; USD 50,000 - 80,000; Full time

Job summary

An innovative firm is seeking a dedicated Commercial Lines Account Manager to work from home. This role involves managing small commercial client accounts, ensuring exceptional service and maintaining strong relationships. The ideal candidate will possess a solid understanding of commercial lines insurance and hold an active property & casualty license. You will be responsible for educating clients on their policies, managing renewals, and promoting growth within existing accounts. Join a forward-thinking company that values detail-oriented and organized professionals, and enjoy the flexibility of remote work while making a significant impact in the insurance industry.

Benefits

Competitive Salary

Benefits

PTO

Qualifications

• 3-5 years of experience in commercial lines retail insurance.
• Possess an active property & casualty insurance license.

Responsibilities

• Manage all aspects of small commercial clients and their policies.
• Educate clients on policy coverages and changes.
• Ensure timely delivery and accuracy of services.

Skills

Commercial Lines Insurance Knowledge

Communication Skills

Analytical Skills

Problem Solving

Customer Service

Detail Oriented

Organizational Skills

Education

3 to 5 years of Commercial Lines Retail Insurance Experience

Active Property & Casualty Insurance License

Tools

Agency Management System

Microsoft Outlook

Microsoft Excel

Microsoft Word

Adobe

Job description

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.

PrimaryResponsibilities

• 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.