Job details
Job type full-time
Full job description
Full time
About patra
Patra is a leading provider of technology-enabled services to the insurance industryPatra`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 positionThe 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 businessOur 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
Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite
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, available to work in all time zones
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
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
