Direct Sales Agent - Personal Lines Insurance Sales

Patra Corporation

103d

About The Position

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines. Our Property & Casualty licensed Personal Lines Customer Care Specialist is responsible and focused on managing the day-to-day on personal insurance for active client. This role will take approximately 30-50 calls per day and be responsible for inbound sales and fulfillment. The goal is to proactively and efficiently educate new customers about policy coverages based on their needs, and to meet the required targets set forth by our client agreement. The Customer Care Specialist serves as the primary contact and liaison with clients to ensure ongoing consistency. Our commitment to the client is to provide positive and quality fulfillment in all areas, ensuring timely and accurate product delivery.

Requirements

• High School Diploma or Equivalent
• 1 to 3+ years of Personal Lines Experience
• Retail Brokerage Experience and/or working with multiple carrier websites preferred
• Active Property & Casualty Insurance License

Responsibilities

• Inform, educate, and make suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs
• Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account managers / customers / prospects
• Adapt to various insurance carrier rating websites
• Solve problems quickly and effectively and implement solutions to meet the needs of customer / prospect
• Forge relationships with customer / prospects and insurance carriers
• Proactively research and have detailed knowledge of current market conditions
• Maintain knowledge and understanding of technology-based tools and solutions in support of personal lines business
• Use analytical and critical thinking in work processes and communication skills
• Maintain a paperless workflow
• Maintain knowledge of various states insurance guidelines
• Understand customer challenges and partner to find solutions
• Identify and communicate to team leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue
• Other duties as assigned.

Benefits

• Work from home remotely in United States only
• Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No Satellite

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees