Direct Sales - Auto & Home

Patra Corporation•UNAVAILABLE, UNAVAILABLE

7d•Remote

About The Position

Patra is an outcome-focused operating partner serving the insurance industry, combining global teams, process intelligence, and purpose-built technology to deliver results. The company partners with agencies, brokers, MGAs, MGUs, and carriers to transform insurance operations. The Property & Casualty licensed Personal Lines Customer Care Specialist manages day-to-day personal lines insurance needs for active clients. The role handles approximately 30–50 calls per day and focuses on inbound sales and fulfillment. The specialist educates prospective and new customers about policy coverages based on their needs and works toward targets established by the client agreement. As a primary client contact and liaison, the specialist supports consistent, positive, timely, and accurate service. The role is remote and limited to candidates working from within the United States.

Requirements

High school diploma or equivalent.
1 to 2+ years of personal lines experience with auto and home products.
Active Property & Casualty insurance license.
Firm working knowledge of personal lines coverages and services.
Experience using agency management systems and electronic document management.
Self-starter who is creative and able to solve problems.
Detail-oriented and well organized, with strong organizational and time-management skills.
Excellent verbal and written communication skills.
Accurate data entry and excellent typing skills.
Excellent customer service skills.
Strong computer and internet skills, including proficiency with carrier websites, Microsoft Outlook, Excel, and Word, and Adobe.
Minimum internet speed of 6 Mbps download and 3 Mbps upload; wired Ethernet connection from the home router to the computer; satellite internet is not acceptable.
Able to work remotely from within the United States.
Work schedule is 12 p.m.–9 p.m. EST, with one Saturday every four weeks.

Responsibilities

Inform and educate customers and prospects about policy coverages, changes, exclusions, and insurance needs, and make relevant suggestions.
Respond promptly to inquiries, concerns, and requests received by phone, email, fax, and mail from account managers, customers, and prospects.
Adapt to and use insurance carrier rating websites.
Resolve problems effectively and implement solutions that meet customer and prospect needs.
Build relationships with customers, prospects, and insurance carriers.
Research and maintain detailed knowledge of current market conditions.
Maintain knowledge of technology-based tools and solutions supporting personal lines business.
Apply analytical and critical thinking in work processes and communications.
Maintain a paperless workflow.
Maintain knowledge of insurance guidelines in various states.
Understand customer challenges and collaborate to find solutions.
Identify and communicate opportunities to improve efficiencies and increase revenue to team leads.
Perform other duties as assigned.
Comply with applicable Patra Corporation policies and procedures.
Demonstrate respectful and effective collaboration with Patra colleagues, clients, and external organizations.
Communicate concerns and promote safe, respectful behaviors.