Employee Benefits Associate Account Manager - Remote

Patra Corporation•UNAVAILABLE, UNAVAILABLE

3d•Remote

About The Position

Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining expert global teams, process intelligence, and purpose-built technology, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.

Requirements

Minimum of 6 Months Experience – 1 year preferred
Active Life & Health License
Possess current and active insurance Life and Health license
Must be detail-oriented
Superior organizational skills
Self-Starter
Excellent verbal and written communication skills
Excellent computer/internet/Microsoft skills
Excellent time management skills
Accurate data entry
Excellent typing skills
Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite.
Demonstrates the ability to work well with Patra colleagues and clients and with external organizations.
Demonstrates commitment to personal responsibility and value for safety and respect.
Communicates concerns.
Uses and promotes safe respectful behaviors based on training and lessons learned.
Subject to and expected to comply with all applicable Patra Corp policies and procedures.

Responsibilities

Proactively and efficiently manages 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 Implementation Consultants.
Service and manage all aspects of customer service for clients.
Manage retention for service center, non-service center.
Promote 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.
Handles the renewal process including, but not limited to: Create 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 deliver to the insured, Update Node as required, Prepare binders to be sent to the insured, Send certificate requests to the team, Process rush certificates needed under 2 hours, Respond to India team questions, Filing in document management system.
Process endorsement requests and inquiries from insureds to carriers.
Handles all accounting for the desk.
Adapt to various insurance carrier rating websites.
Order loss runs from carriers and wholesalers as needed.
Complete surplus filings.
Special projects as directed by Manager.
Solve problems quickly and effectively and implement solutions to meet the needs of client.
Forge relationships with client and insurance carriers.
Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes and mail from client.
Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business.
Maintain knowledge of various states insurance guidelines.
Understand customer challenges and partner to find solutions.
Identify and communicate to Manager leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue.