Personal Lines Account Manager

Patra Corporation

6h•Remote

About The Position

The Personal Lines Account Manager is a work from home position and serves as the primary contact and liaison with personal line clients; managing the day-to-day servicing and retention. Our commitment is to provide positive and quality customer service in all area; ensuring timely delivery and accurate work/service. Candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills along with a solid personal lines insurance knowledge and license. About This Job Provide good customer service Service and manage all aspects of personal lines clients Promote growth of existing book through account rounding Market when necessary on renewal and new business Maintain clients / policies in agency management system Manage and coordinate processing of all renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs Use analytical and critical thinking in work processes and communication skills Maintain a paperless workflow Protects confidentiality of information Other duties as assigned.

Requirements

3 to 5+ years of Personal Lines Retail Insurance Experience
Active Property & Casualty Insurance License
Firm working knowledge of personal lines coverages and services
Experienced user of Agency Management System and Electronic Document Management
Be self-starter, creative, and problem solver
Must be detailed oriented and well organized
Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe
Excellent communications and telephone skills a must
Ability to deliver results to clients through coordinating and managing efforts of others
Ability to resolve problems independently
Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available
Work from home remotely in United States only
Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite
Constantly perform desk-based computer tasks
Frequent sitting
Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds
Sort/file paperwork, rarely twist/bend/stoop/squat
Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
Promotes Culture of Respect & Safety: 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

Provide good customer service
Service and manage all aspects of personal lines clients
Promote growth of existing book through account rounding
Market when necessary on renewal and new business
Maintain clients / policies in agency management system
Manage and coordinate processing of all renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team
Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs
Use analytical and critical thinking in work processes and communication skills
Maintain a paperless workflow
Protects confidentiality of information
Other duties as assigned.