Personal Lines Account Manager – Massachusetts Auto

🕒 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

• Serve as the primary contact and liaison with personal lines clients • Manage day-to-day servicing and retention of personal lines clients • Provide good customer service • Service and manage all aspects of personal lines clients • Promote growth of existing book through account rounding • Market when necessary on renewal and new business • Maintain clients and policies in the agency management system • Coordinate processing of renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summaries of insurance, and edits with the team • Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs • Use analytical and critical thinking in work processes and communication • Maintain a paperless workflow • Protect confidentiality of information • Perform other duties as assigned

🎯 Requirements

• 3 to 5+ years of Personal Lines Retail Insurance Experience • Active Property & Casualty Insurance License • Firm working knowledge of personal lines coverages and services • Experienced user of Agency Management System and Electronic Document Management • Self-starter, creative, and problem solver • Detailed oriented and well organized • Excellent computer and internet skills • Proficient in using carrier websites • Proficient in Microsoft Outlook, Excel, and Word • Proficient in Adobe • Excellent communication and telephone skills • Ability to deliver results to clients through coordinating and managing efforts of others • Ability to resolve problems independently • Willingness to continually upgrade knowledge of the insurance industry and available technology • Minimum internet speed of 6 Mbps download and 3 Mbps upload • Directly connected into modem; no satellite

🏖️ Benefits

• Competitive Salary • Benefits • PTO • Work from home remotely in United States only • Reasonable accommodation for employees with disabilities

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