Inside Commercial Lines Sales and Service Coordinator
About The Position
About Patra Patra is a leading provider of Technology-Enabled Services for the insurance industry. Our global team empowers brokers, MGAs, wholesalers, and carriers to unlock the Patra Advantage—driving profitable growth and organizational value. We streamline insurance operations by blending human expertise with technology, enabling organizations to sell, deliver, and manage policies more effectively. About this job Reporting to a Manager in Direct, the Customer Care Specialist II serves as the first point of contact for clients, ensuring consistent and high‑quality service delivery. This role manages the day-to-day tasks to support our Commercial Lines or Property & Casualty clients. This role will take approximately 30 – 50 calls/chats per day and is responsible for inbound sales and fulfillment through proactively and efficiently educating customers about policy coverages based on their needs. Patra Core Competencies: Knows the Business Leads Others Accountable Team Player Core Duties by Competency: Knows the Business Identify and communicate to Manager any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue Forge relationships with customer/prospects and insurance carriers Solve problems quickly and effectively and implement solutions to meet the needs of customers/prospects Deliver customer service by responding swiftly and managing inquires, concerns and requests from incoming phone calls, emails, faxes and mail from Agents, customers and prospects Inform, educate, and make suggestions to customers/prospects about policy coverages, changes, exclusions, and insurance coverage needs Proactively research and have detailed knowledge of current market conditions Leads Others Understand customer challenges and partner with them to find solutions Accountable Adapt to various insurance carrier rating websites Maintain knowledge and understanding of technology-based tools and solutions in support f commercial lines business Maintain knowledge of various states insurance guidelines Accountable Maintain a paperless workflow Other duties as assigned
Requirements
- High school diploma or equivalent
- 1–3 years of Commercial Lines/Property & Casualty Insurance experience, relevant to client
- Strong communication and interpersonal skills
- Active Property & Casualty Insurance License in the state that candidate resides
- Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite
Responsibilities
- Identify and communicate to Manager any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue
- Forge relationships with customer/prospects and insurance carriers
- Solve problems quickly and effectively and implement solutions to meet the needs of customers/prospects
- Deliver customer service by responding swiftly and managing inquires, concerns and requests from incoming phone calls, emails, faxes and mail from Agents, customers and prospects
- Inform, educate, and make suggestions to customers/prospects about policy coverages, changes, exclusions, and insurance coverage needs
- Proactively research and have detailed knowledge of current market conditions
- Understand customer challenges and partner with them to find solutions
- Adapt to various insurance carrier rating websites
- Maintain knowledge and understanding of technology-based tools and solutions in support f commercial lines business
- Maintain knowledge of various states insurance guidelines
- Maintain a paperless workflow
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
