Personal Lines Account Manager - job 2 of 2

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.

• 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
• 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

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

• 3 to 5+ years of Personal 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

• 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