Select Personal Lines Account Manager

Patra Corporation; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Account management

Customer service

Communication skills

Insurance knowledge

Remote collaboration

Education

Property & Casualty Insurance License

High School Diploma or equivalent

Tools

Microsoft Office

SharePoint

Job description

About Patra

If you’re good at what you do, work anywhere. If you’re the best at what you do, come work at Patra! We are leading the way in providing Technology-Enabled Services to the insurance industry. We have a culture first approach that puts inclusivity and work/life balance at the forefront. We do this 100% remotely, always have.

Core Duties

About this jobThe Account Manager needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid Personal 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 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. The Account Manager will manage proactively and efficiently an agreed upon book of business and utilize India team to support while adhering to Patra Select servicing standards.Core DutiesDevelop and maintain relationships with clients, carriers, team members, India team and Implementation Consultants.Service and manage all aspects of customer service for clients in accordance with both Patra and agency proceduresManage retention for service center, non-service center and surplus lines, as it applies.Promote growth of existing book through account rounding and new businessAdhere to Patra Select Servicing Standards for all aspects of managing book of businessMaintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc. in accordance with both Patra and agency proceduresUtilize India team for all workflows in place for specific agencyMake recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as requiredDeliver strong customer service by responding within 48 hours to inquiries, concerns, emails, and faxes, and returning phone calls same dayStay abreast of current market conditions and technical knowledge of products and tools availableUse deductive reasoning and critical thinking in work processes and communication skillsIdentify and communicate to Manager any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenueMaintain a paperless workflow for both Patra and agencyOther duties as assigned

Supporting Responsibilities

Provide monthly recaps to agencies by 10th of each month to main agency contact and Manager cc'dEnsure expiration lists are in SharePoint utilizing correct template and format

Equal Employment Opportunity

Minimum Requirements – Education & Experience3 to 5+ years of Personal Lines Retail Insurance ExperienceActive Property & Casualty Insurance LicenseHigh School Diploma or equivalentMinimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satelliteKnowledge, Skills and AbilitiesSuperior organizational skillsHighly detailedUnderstand customer challenges and partner with them to find solutionsSelf-StarterExcellent verbal and written communication skillsExcellent computer/internet/Microsoft skillsPatience and eagerness to be culturally effective with offshore (India based) employeesWork StandardsInterpersonal Skills:

Demonstrates the ability to work well with Patra colleagues and clients and with external organizations

Promotes Culture of Respect & Sa

fety:

Demonstrates commitment to personal responsibility and value for safety and respectCommunicates concernsUses and promotes safe respectful behaviors based on training and lessons learned

Subject to and expected to comply with all applicable Patra Corp policies and proceduresPatra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.