Associate Client Consultant - Specialty Lines

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.

About this job

The Associate Client Consultant supports and assists the Client Consultants and Senior Client Consultants in activities associated with servicing clients. The Associate Client Consultant candidate needs to be effective at time management and teamwork, possess excellent written and verbal communication skills, be highly adaptable and able to problem solve. This a work from home position.

Responsibilities:

• Supporting Client Relationship: Assist with client and offshore team calls, updating standard operating procedures and workflow documents, drafting Power Point presentations. Provide temporary backup support to Client Consultants when neededinvolvement in service implementations, converting process recordings to SOP instruction.
• Mentoring: Helping Mentor Associate Client Consultants, helping peers with questions.
• Corporate Duties: Department monthly meetings, seminars/training on Patra University, IT training, licensing updates, HR requests/updates, submit expenses, other training as scheduled.
• Assisting with Monthly Invoicing: Review, update and analyze billing reports, assist with delivering invoices, and documentation to clients.
• Data Gathering: Generating Reports, requesting offshore team feedback, input and update information in AMS/CRM.
• Troubleshooting: Service and IT/login issues/errors.
• Other duties: Projects as assigned.

Qualifications:

• Some Employee Benefits or Health Insurance Industry preferred but not required.
• Some college preferred but not required.
• License preferred but not required.

• 
  Time Management/Organization: Prioritizing, Planning, Focus.
• Teamwork: Collaboration, Active listening, Coordination, Idea exchange.
• Effective Communication Skills: Oral & written, Strong public speaker, Ability to communicate among multiple levels of an organization, Clarity, Respect, Friendliness, Listening, Engaging & outgoing personality.
• Adaptability: Flexibility, Self-management, Decision making, perform well and stay calm under pressure, Optimism.
• Emotional Intelligence: Empathy, Humor, Sensitivity, Patience, Diplomacy.
• Problem Solving & Analytical Skills: Analysis & Resolution, Observation, Creative Thinking, Ability to anticipate potential issues or problems, Attention to detail, Critical observation, Identifying trends, Deductive reasoning, Strong memory.
• Leadership: Project Management, Empathy, Listening, Versatility, Delegation.
• Work Ethic: Integrity & Accountability, Professionalism, Initiative, Self-motivation, Discipline, Commitment.
• Microsoft Suite Proficient: Excel – creating and evaluating spreadsheets and data, creating and using pivot tables, formulas, formatting, graphs and charts, PowerPoint – collecting, researching, analyzing data and formatting into a presentation, Word – creating/updating Workflows and Job Aids, formatting.
• Other: Knowledge and experience with various Agency Management Systems, Outlook, Zoom and Power BI is helpful.

Working Conditions

• Work from home remotely in United States only.
• Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected to modem; No satellite.

• Competitive Salary / Benefits / PTO.

• Constantly perform desk-based computer tasks.
• Frequent sitting.
• Occasionally stand/walk, write 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.

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  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.