Employee Benefits Account Manager - Remote

Patra Corporation•UNAVAILABLE, UNAVAILABLE

8d•Remote

About The Position

Patra Corporation is hiring an Employee Benefits Account Manager to manage a block of small employee benefits accounts, with a targeted book of $350,000 to $500,000 in revenue. Back-office support handles routine account-management tasks so the Account Manager can focus on developing client relationships. The role serves as the main client contact and is responsible for day-to-day account service, retention, and coordinating resources to advise clients and place coverage for new business and renewals. The position is remote and limited to people working from home in the United States. A direct modem connection with minimum internet speeds of 6 Mbps download and 3 Mbps upload is required; satellite internet is not accepted. Compensation is described as competitive salary, benefits, and PTO.

Requirements

3 to 5+ years of Employee Benefit Retail Insurance experience.
Active Life & Health Insurance License.
Proficiency with core employee benefits insurance coverages.
High proficiency with carrier online platforms.
Ability to communicate effectively and professionally with clients and internal staff.
Sense of urgency, initiative, responsiveness, and attention to detail.
Ability to maintain the highest level of confidentiality.
Ability to handle multiple tasks simultaneously, strong organizational skills, and ability to meet deadlines.
High energy and a teamwork orientation.
Self-starter with strong attention to detail and organizational skills.
Ability to understand customer challenges and partner with customers to find solutions.
Excellent verbal and written communication skills.
Excellent computer, internet, and Microsoft skills.
Patience and eagerness to work effectively across cultures with offshore, India-based employees.
Minimum internet speed of 6 Mbps download and 3 Mbps upload, with a direct connection to the modem; satellite internet is not accepted.
Ability to perform the physical requirements described: constant desk-based computer tasks; frequent sitting; and occasional standing or walking, handwriting, telephone use, and lifting, carrying, pushing, or pulling objects weighing 11–20 pounds. Sorting or filing paperwork and twisting, bending, stooping, or squatting are also listed.

Responsibilities

Develop and maintain relationships with clients, carriers, team members, the India team, and Implementation Consultants.
Manage customer service for clients in accordance with Patra and agency procedures.
Manage policy retention.
Promote growth of the existing book through account rounding and new business.
Follow Patra Benefits Servicing Standards when managing the book of business.
Maintain clients and policies in the agency management system, including tasks, activities, attachments, and email initiation.
Use the India team for workflows in place.
Recommend policy coverages, changes, exclusions, and insurance coverage needs to clients, and provide clarification and definitions as needed.
Respond to inquiries, concerns, emails, and faxes within 24 hours, and return phone calls the same day.
Keep current on market conditions and technical knowledge of products and tools available for small-group employee benefits.
Use deductive reasoning and critical thinking in work processes and communication.
Communicate potential efficiency improvements and book-related opportunities, such as increasing revenue, to Team Leads.
Maintain a paperless workflow.
Perform other duties as assigned.
Comply with applicable Patra policies and procedures and promote respectful and safe workplace behaviors.