Employee Benefits Account Manager

🕒 2 days ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 12%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Patra Corporation

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2005

🛡️ Insurance

💳 Fintech

☁️ SaaS

💰 $146M Private Equity Round on 2022-09

Insurance • Fintech • SaaS

Patra Corporation is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions, trusted by over 880 insurance organizations. They offer a wide range of services including insurance processing, underwriting operations, and efficient workflow solutions tailored for retail agencies, wholesalers, and carriers. With a focus on automation and operational excellence, Patra empowers clients by enhancing efficiency and unlocking insights throughout the policy lifecycle.

📋 Description

• Manage a targeted book of small employee benefits accounts with $350,000 to $500,000 in revenue • Serve as the main point of contact for clients • Handle day-to-day servicing of accounts • Maintain and retain business by coordinating resources for new business and renewals • Develop and maintain relationships with clients, carriers, team members, India team, and Implementation Consultants • Manage all customer service aspects according to Patra and agency procedures • Manage policy retention • Promote growth through account rounding and new business • Maintain clients and policies in the agency management system, including tasks, activities, attachments, and email initiation • Utilize the India team for established workflows • Recommend policy coverages, changes, exclusions, and insurance coverage needs to clients • Respond to inquiries, concerns, emails, and faxes within 24 hours and return phone calls the same day • Stay current on market conditions and technical knowledge of small-group employee benefits products and tools • Identify efficiency improvements and revenue opportunities for Team Leads • Maintain a paperless workflow • Perform other duties as assigned

🎯 Requirements

• 3 to 5+ years of Employee Benefit Retail Insurance Experience • Active Life & Health Insurance License • Proficiency with core Benefits insurance coverages • High level of proficiency with carrier online platforms • Ability to communicate effectively and professionally with clients and internal staff • Sense of urgency, initiative, responsiveness, and attention to detail • Ability to maintain the highest level of confidentiality • Ability to handle multiple tasks simultaneously • Exceptional organizational skills and ability to meet designated deadlines • High level of energy and teamwork orientation • Self-starter with superior organizational skills • Ability to understand customer challenges and partner with them to find solutions • Excellent verbal and written communication skills • Excellent computer, internet, and Microsoft skills • Patience and eagerness to be culturally effective with offshore India-based employees • Minimum internet speed of 6 mbps download and 3 mbps upload; direct connection into modem; no satellite

🏖️ Benefits

• Competitive Salary • Benefits • PTO • Work from home remotely in United States only

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