Commercial Lines Account Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 15%

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

• Develop and maintain relationships with clients, carriers, team members, India team, and Implementation Consultants • Service and manage all aspects of customer service for clients according to Patra and agency procedures • Provide monthly recaps to agencies by the 10th of each month • Ensure expiration lists are maintained in SharePoint using the correct template and format • Manage retention for service center, non-service center, and surplus lines as applicable • Promote growth of the existing book through account rounding and new business • Adhere to Patra Select Servicing Standards • Maintain clients and policies in the agency management system, including tasks, activities, attachments, and initiating email • Utilize the India team for workflows established for specific agencies • Recommend policy coverages, changes, exclusions, and insurance coverage needs to clients; provide clarification and definitions • Respond to inquiries, concerns, emails, and faxes within 48 hours and return phone calls the same day • Stay current on market conditions and technical knowledge of products and tools • Use deductive reasoning and critical thinking in work processes and communication • Identify and communicate efficiency improvements and opportunities to increase book revenue to the Manager • Maintain a paperless workflow for Patra and the agency • Perform other duties as assigned

🎯 Requirements

• 3 to 5+ years of Commercial Lines Retail Insurance Experience • Active Property & Casualty Insurance License • High School Diploma or equivalent • Minimum internet speed of 6 mbps download and 3 mbps upload • Wired Ethernet cable connection from home router to computer • No satellite internet • Superior organizational skills • Highly detailed • Understanding of customer challenges and ability to partner with customers to find solutions • Self-starter • Excellent verbal and written communication skills • Excellent computer, internet, and Microsoft skills • Patience and eagerness to be culturally effective with offshore (India-based) employees • Ability to work well with Patra colleagues, clients, and external organizations • Compliance with all applicable Patra Corporation policies and procedures

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