Employee Benefits Account Manager - Remote

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 of policies
• Promote growth of existing book through account rounding and new business
• Adhere to Patra Benefits 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.
• Utilize India team for all workflows in place
• 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 24 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 for small group Employee Benefits
• Use deductive reasoning and critical thinking in work processes and communication skills
• Identify and communicate to Team Leads any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue
• Maintain a paperless workflow
• Other duties as assigned

• 3 to 5+ years of Employee Benefit Retail Insurance Experience
• Active LIfe & Health Insurance License

• Proficiency with core Benefits insurance coverages
• Must be able to demonstrate a high level of proficiency with carrier online platforms
• Demonstrated ability to communicate effectively and professionally with clients and internal staff
• Demonstrate a sense of urgency, initiative, responsiveness, and attention to detail
• Must be able to maintain the highest level of confidentiality
• Proven ability to handle multiple tasks simultaneously, exceptional organizational skills, and the ability to meet designated deadlines are required
• Exhibit a high level of energy and teamwork orientation
• Self-starter, highly detailed, and superior organizational skills
• Understand customer challenges and partner with them to find solutions
• Excellent verbal and written communication skills
• Excellent computer/internet/Microsoft skills
• Patience and eagerness to be culturally effective with offshore (India based) employees

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

• Competitive Salary / Benefits / PTO

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

• 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