Direct Sales – Auto & Home

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🤑 Sales

🚫👨‍🎓 No degree required

👻 Ghost score 15%

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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 day-to-day personal lines insurance activities for active clients • Handle approximately 30–50 calls per day • Manage inbound sales and fulfillment • Inform, educate, and make suggestions about policy coverages, changes, exclusions, and insurance needs • Respond to inquiries, concerns, and requests received through phone calls, emails, faxes, and mail • Adapt to various insurance carrier rating websites • Solve customer and prospect problems quickly and effectively • Build relationships with customers, prospects, and insurance carriers • Research and maintain detailed knowledge of current market conditions • Maintain knowledge of technology-based tools supporting personal lines business • Apply analytical and critical thinking in work processes and communications • Maintain a paperless workflow • Maintain knowledge of insurance guidelines across various states • Understand customer challenges and partner to find solutions • Identify efficiency improvements and revenue-increasing opportunities for team leads • Comply with applicable Patra policies and procedures

🎯 Requirements

• High School Diploma or Equivalent • 1 to 2+ years of Personal Lines Experience - Auto and Home products • Active Property & Casualty Insurance License • Work from home remotely in United States only • Availability from 12pm-9pm EST and 1 Saturday every 4 weeks • Minimum internet speed of 6 mbps download and 3 mbps upload • Wired Ethernet cable connection from home router to computer • No satellite internet • Firm working knowledge of personal lines coverages and services • Experience using Agency Management Systems and Electronic Document Management • Self-starter, creative, and problem solver • Detailed, well organized, and strong time management skills • Excellent verbal and written communication skills • Accurate data entry and excellent typing skills • Excellent customer service skills • Excellent computer and internet skills • Proficiency using carrier websites, Microsoft Outlook, Excel, Word, and Adobe

🏖️ Benefits

• Regular full-time employment • Remote work from home in the United States • Equal opportunity employer committed to diversity and a safe, inclusive environment

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