Select Commercial Lines Account Manager

Patra Corporation•UNAVAILABLE, UNAVAILABLE

7d•Remote

About The Position

Patra is an operating partner focused exclusively on the insurance industry, combining global teams, process intelligence, and purpose-built technology to support agencies, brokers, MGAs, MGUs, and carriers. The Commercial Lines Account Manager works from home and serves as the primary contact and liaison for clients, managing an assigned book of business and coordinating with the India team. The role covers day-to-day client service, renewals, and new business while ensuring timely, accurate service in accordance with Patra Select servicing standards and applicable agency procedures. The Account Manager is expected to maintain client relationships, provide coverage guidance, manage policy and agency-system records, support retention and account growth, and uphold a paperless workflow. The position also requires effective communication and collaboration with clients, carriers, Patra colleagues, offshore employees, and implementation consultants. Patra states that it is an equal opportunity employer committed to diversity and an inclusive, safe environment.

Requirements

3 to 5+ years of Commercial Lines retail insurance experience.
Active Property & Casualty insurance license.
High school diploma or equivalent.
Minimum home internet speed of 6 Mbps download and 3 Mbps upload.
Wired Ethernet cable connection from home router to computer; satellite internet is not accepted.
Superior organizational skills and attention to detail.
Excellent verbal and written communication skills.
Excellent computer, internet, and Microsoft skills.
Ability to understand customer challenges and partner with customers to find solutions.
Self-starter.
Patience and eagerness to be culturally effective with offshore, India-based employees.
Ability to work well with Patra colleagues, clients, and external organizations.

Responsibilities

Develop and maintain relationships with clients, carriers, team members, the India team, and Implementation Consultants.
Service and manage all aspects of customer service for clients in accordance with Patra and agency procedures.
Provide monthly recaps to agencies by the 10th of each month to the main agency contact and Manager.
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.
Follow Patra Select Servicing Standards when managing the book of business.
Maintain clients and policies in the agency management system, including tasks and activities, attachments, and initiating email, in accordance with Patra and agency procedures.
Use the India team for workflows established for each agency.
Recommend policy coverages, changes, exclusions, and insurance coverage needs to clients; provide clarification and definitions as needed.
Respond to inquiries, concerns, emails, and faxes within 48 hours and return phone calls the same day.
Stay abreast of current market conditions and technical knowledge of available products and tools.
Use deductive reasoning and critical thinking in work processes and communication.
Identify and communicate to the Manager opportunities to improve efficiencies and other book-related opportunities, such as increasing revenue.
Maintain a paperless workflow for Patra and the agency.
Work effectively with Patra colleagues, clients, and external organizations; communicate concerns and promote respectful and safe behaviors.
Comply with applicable Patra Corporation policies and procedures.
Perform other duties as assigned.