Full Time
About Patra
Patra is a leading provider of Technology-Enabled Services to the insurance industry. Patra's team of global experts allow brokers, MGAs, wholesalers and carriers to capture the Patra Advantage - profitable growth and organizational value.
Patra powers insurance processes by optimizing the application of people and technology; supporting insurance organizations as they sell, deliver and manage policies for their customers.
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.
Core Duties
- 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
- 7 to 10+ 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
- Minimum internet speed of 6 mbps download and 3 mbps upload; 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