On Demand P&C Client Consultant
- Full-Time
- Tucson, AZ
- PATRA
- Posted 3 years ago – Accepting applications
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 Client Consultant oversees the day-to-day servicing and managing of assigned group of clients and their processes as well as coordination of offshore teams. The 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 is a work from home position.
Core Duties
Manage Client Relationships:
- Manage Processes:
- Manage Offshore Teams:
- Invoicing:
- Stewardships:
- Sales Support:
- Corporate Duties:
- Mentoring:
- Consulting and/or helping with other resources and depts
- Projects as assigned
Minimum Requirements - Education & Experience
- Minimum 5+ years Commercial industry experience
- License preferred but not required
- Experience working Agency Management Systems
- Comprehensive knowledge of various lines of Commercial & Personal Line coverages
Knowledge, Skills and Abilities
Prioritizing, Planning, Focus
Collaboration, Active listening, Coordination, Idea exchange
Oral & written, Strong public speaker, Ability to communicate among multiple levels of an organization, Clarity, Respect, Friendliness, Listening, Engaging & outgoing personality
Flexibility, Self-management, Decision making, Perform well and stay calm under pressure, Optimism
Empathy, Humor, Sensitivity, Patience, Diplomacy
Analysis & Resolution, Observation, Creative Thinking, Ability to anticipate potential issues or problems, Attention to detail, Critical observation, Identifying trends, Deductive reasoning, Strong memory
Project Management, Empathy, Listening, Versatility, Delegation
Integrity & Accountability, Professionalism, Initiative, Self-motivation, Discipline, Commitment
t: 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
Knowledge and experience with various Agency Management Systems, Outlook, Zoom and Power BI is helpful
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