Personal Lines Account Manager - High Net Worth

United States Job Openings

Patra Corporation

FULL TIME

November 19, 2024

About Patra:Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.
Core Duties:

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. We are seeking candidates who are bi-lingual in English and Spanish.

Core Duties

Provide excellent 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.

Minimum Requirements - Education & Experience

3 to 5+ years of Personal Lines Retail Insurance Experience.
High net worth carrier experience required.
Surplus Lines experience required.
California experience very strongly preferred.
Must have excellent professionalism and communication (written/verbal).
Active Property & Casualty Insurance License.
MST/PST Hours of Operation.

Knowledge, Skills and Abilities

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.

Working Conditions

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.

Compensation

Competitive Salary / Benefits / PTO

Physical Requirements*

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.

Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

Work Standards

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.

Equal Employment Opportunity:

Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

We regret to inform you that this job opportunity is no longer available as it has expired

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