Associate Account Manager - Commercial Lines

Patra Corporation

98d

About The Position

The Select Account Associate Manager supports the Account Manager (AM) in all aspects of desk management, gradually assuming responsibilities to promote into an Associate Account Manager and then an Account Manager position. Under direction, the Associate supports an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards. Develop and maintain relationships with clients, carriers, team members, India team and Client Consultants; Manage all aspects of customer service for clients; non-service center and surplus lines; support growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. The level of employee autonomy increases from junior through senior levels.

Requirements

• 1-5 years of Commercial Lines Retail Insurance Experience
• Possess current and active insurance P&C license
• Accurate data entry
• Excellent typing skills
• Compliance with all applicable Patra Corp policies and procedures

Nice To Haves

• Detail-oriented
• Superior organizational skills
• Self-Starter
• Excellent verbal and written communication skills
• Interpersonal Skills: Ability to work well with Patra colleagues and clients and with external organizations
• Excellent computer/internet/Microsoft skills
• Excellent time management skills

Responsibilities

• Check policy discrepancy checklists against policies, endorsements, and applications
• Advise AM of any changes needed
• Assist in the renewal process including creating applications in agency management system
• Request renewal changes from insureds
• Follow up with carrier and/or insureds for pertinent information
• Request quotes from carriers utilizing proper applications and corresponding documentation
• Prepare quote presentation and details for AM’s review
• Update Node as directed by AM
• Prepare binders to be sent to the insured for AM’s review
• Send certificate requests to the team
• Process rush certificates needed under 2 hours
• Respond to India team questions as directed by AM
• Filing in document management system
• Process endorsement requests and inquiries from insureds to carriers
• Assist with finance quote requests and light accounting
• Research issues as presented by AM and report back findings
• Adapt to various insurance carrier rating websites
• Assist in creating Broker of Record letters as directed by the AM
• Order loss runs from carriers and wholesalers as needed
• Complete surplus filings with information provided by the AM
• Maintain a paperless workflow
• Maintain knowledge of various states insurance guidelines
• Understand customer challenges and partner to find solutions
• Special projects as directed by Account Manager or Manager
• Other duties as assigned

Benefits

• Work from home
• Minimum internet speed of 6 mbps download and 3 mbps upload, no satellite
• Reasonable accommodation for employees with disabilities

What This Job Offers

• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees