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SalaryOverview:
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 Commercial Lines Account Manager candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid Commercial Lines insurance knowledge base and property & casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with small Commercial Lines clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided.
Responsibilities:- Service and manage all aspects for small commercial clients and their policies
- Maintain and continue to develop client and company business relationships
- Retain and manage all policies including service center, non-service center, and surplus lines
- Promote growth of existing book through account rounding
- Market when necessary on renewal and new business
- Maintain clients / policies in agency management system
- Manage and coordinate processing of renewals, certificate of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team
- Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs
- Stay abreast and maintain detailed knowledge of current market conditions and technical knowledge
- Maintain knowledge / understanding of technology-based tools and solutions
- Provide good customer service
- Use analytical and critical thinking in work processes and communication skills
- Maintain a paperless workflow
- Protects confidentiality of information
- Other duties as assigned
Minimum Requirements - Education & Experience
- 3 to 5 years of Commercial Lines Retail Insurance Experience
- Active Property & Casualty Insurance License
Knowledge, Skills and Abilities
- Firm working knowledge of Commercial Lines coverages and services
- Understanding and knowledge of handling small Commercial Lines Accounts
- Experienced user of Agency Management System and Electronic Document Management
- Be self-starter, creative, and problem solver
- Must be detail oriented and well organized
- Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe
- Ability to deliver results to clients through coordinating and managing efforts of others
- Ability to resolve problems independently
- Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available
Working Conditions
- 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
Compensation
- Competitive Salary/Benefits/PTO
Physical Requirements*
- 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.
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.
