About Patra:
Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.
Core Duties:
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.

Primary 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.

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.

• 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