Employee Benefits Account Manager

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 12%

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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 main point of contact for assigned small employee benefits accounts • 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 customer service in accordance with Patra and agency procedures • Manage policy retention • Promote growth through account rounding and new business • Maintain clients and policies in the agency management system • Utilize the India team for established workflows • Advise clients on policy coverages, changes, exclusions, and insurance needs • Respond to inquiries within 24 hours and return phone calls the same day • Monitor market conditions and technical knowledge of products and tools • Identify efficiency improvements and revenue opportunities • Maintain a paperless workflow • Perform other assigned duties

🎯 Requirements

• 3 to 5+ years of Employee Benefit Retail Insurance Experience • Active Life & Health Insurance License • Proficiency with core Benefits insurance coverages • Experienced with California Employee Benefit Market • High proficiency with carrier online platforms • Effective and professional communication with clients and internal staff • Ability to maintain confidentiality • Ability to handle multiple tasks simultaneously and meet designated deadlines • Excellent verbal and written communication skills • Excellent computer/internet/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; directly connected into modem; no satellite

🏖️ Benefits

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

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