Select Personal Lines Account Manager

Patra Corporation•UNAVAILABLE, Nevada

7d•Remote

About The Position

The Select Personal Lines Account Manager is a remote, work-from-home role that serves as the primary contact and liaison for clients. The Account Manager manages the day-to-day servicing, renewals, and new business for an agreed-upon book of business, while maintaining service consistency and accuracy and providing timely, quality customer service. The role uses support from the India team and follows Patra Select servicing standards and applicable agency procedures. The position requires strong Personal Lines insurance knowledge, an active Property & Casualty license, excellent communication and organizational skills, and the ability to manage client relationships and service workflows. Patra describes itself as a technology-enabled services provider for the insurance industry, with a culture-first approach emphasizing inclusivity and work/life balance. The company states that its work is 100% remote.

Requirements

3 to 5+ years of Personal Lines retail insurance experience.
Active Property & Casualty insurance license.
High school diploma or equivalent.
Minimum home internet speed of 6 Mbps download and 3 Mbps upload.
Wired Ethernet cable connection from the home router to the computer; satellite internet is not accepted.
Superior organizational skills and strong attention to detail.
Ability to understand customer challenges and partner with customers to find solutions.
Self-starter.
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.
Ability to work well with Patra colleagues, clients, and external organizations.

Responsibilities

Develop and maintain relationships with clients, carriers, team members, the India team, and Implementation Consultants.
Service and manage all aspects of customer service for clients in accordance with Patra and agency procedures.
Manage retention for service center, non-service center, and surplus lines, as applicable.
Promote growth of the existing book through account rounding and new business.
Follow Patra Select Servicing Standards when managing the book of business.
Maintain client and policy information in the agency management system, including tasks, activities, attachments, and initiated emails, in accordance with Patra and agency procedures.
Use the India team for workflows established for the specific agency.
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 48 hours, and return phone calls the same day.
Stay current on market conditions and technical knowledge of available products and tools.
Apply deductive reasoning and critical thinking in work processes and communication.
Identify and communicate to the Manager opportunities to improve efficiencies and other book-of-business areas, such as increasing revenue.
Maintain paperless workflows for Patra and the agency.
Provide monthly recaps to agencies by the 10th of each month, copying the Manager and sending them to the main agency contact.
Ensure expiration lists are maintained in SharePoint using the correct template and format.
Perform other duties as assigned.
Comply with applicable Patra Corporation policies and procedures and promote respectful and safe behaviors.