Note: The job is a remote job and is open to candidates in USA. Patra is an outcome-focused operating partner working exclusively for the insurance industry, combining expert teams, process intelligence, and purpose-built technology. The Commercial Lines Account Manager serves as the primary client contact, managing day-to-day servicing, renewals, new business, client relationships, and an assigned book of commercial insurance business while coordinating with the India team and adhering to servicing standards.
Responsibilities
- Develop 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 procedures
- Provide monthly recaps to agencies by 10th of each month to main agency contact and Manager
- Ensure expiration lists are in SharePoint utilizing correct template and format
- Manage retention for service center, non-service center and surplus lines, as it applies
- Promote growth of existing book through account rounding and new business
- Adhere to Patra Select Servicing Standards for all aspects of managing book of business
- Maintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc. in accordance with both Patra and agency procedures
- Utilize India team for all workflows in place for specific agency
- Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required
- Deliver strong customer service by responding within 48 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day
- Stay abreast of current market conditions and technical knowledge of products and tools available
- Use deductive reasoning and critical thinking in work processes and communication skills
- Identify and communicate to Manager any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue
- Maintain a paperless workflow for both Patra and agency
- Other duties as assigned
- Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
- 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
Skills
- 3 to 5+ years of Commercial Lines Retail Insurance Experience
- Active Property & Casualty Insurance License
- High School Diploma or equivalent
- Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite
- Superior organizational skills
- Highly detailed
- Understand customer challenges and partner with them to find solutions
- Self-Starter
- Excellent verbal and written communication skills
- Excellent computer/internet/Microsoft skills
- Patience and eagerness to be culturally effective with offshore (India based) employees
Benefits
- Work from home position
Company Overview