Job details

Insurance Associate Account Manager - Remote

Overview:

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.

Responsibilities:

Under direction, the Associate AM proactively and efficiently manages an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards. Develop and maintain relationships with clients, carriers, team members, India team and Implementation Consultants; Service and manage all aspects of customer service for clients; manage retention for service center, non-service center and surplus lines; promote growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. Level of employee autonomy increases from junior through senior levels.

Core Duties

Handles the renewal process including, but not limited to:
Create applications in agency management system
Request renewal changes from insureds
Follow up with carrier and/or insureds for pertinent information
Request quotes from carriers utilizing proper applications and corresponding documentation
Prepare quote presentation and deliver to the insured
Update Node as required
Prepare binders to be sent to the insured
Send certificate requests to the team
Process rush certificates needed under 2 hours
Respond to India team questions
Filing in document management system
Process endorsement requests and inquiries from insureds to carriers
Handles all accounting for the desk
Adapt to various insurance carrier rating websites
Order loss runs from carriers and wholesalers as needed
Complete surplus filings
Special projects as directed by Manager
Solve problems quickly and effectively and implement solutions to meet the needs of client
Forge relationships with client and insurance carriers
Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes and mail from client
Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business
Use analytical and critical thinking in work processes and communication skills
Maintain a paperless workflow
Other duties as assigned

Supporting Responsibilities:

Maintain knowledge of various states insurance guidelines
Understand customer challenges and partner to find solutions
Identify and communicate to Manager leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue

Qualifications:

Minimum Requirements

Minimum of 6 Months Experience – 1 year preferred – with Patra
Active Property & Casualty Insurance License
Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite

Knowledge, Skills and Abilities

Possess current and active insurance P&C license
Must be detail-oriented
Superior organizational skills
Self-Starter
Excellent verbal and written communication skills
Excellent computer/internet/Microsoft skills
Excellent time management skills
Accurate data entry
Excellent typing skills

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

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

Patra Corporation Glassdoor Company Review

3.7