Insurance Sales Account Manager - Remote - Hiring Immediately

Patra Casper , WY 82605

Posted 4 weeks ago

Full Time

  • About Patra*

Patra is a leading provider of Technology-Enabled Services to the insurance industry. Patra's team of global experts allow brokers, MGAs, wholesalers and carriers to capture the Patra Advantage - profitable growth and organizational value.

Patra powers insurance processes by optimizing the application of people and technology; supporting insurance organizations as they sell, deliver and manage policies for their customers.

  • About this job*

Our Property & Casualty licensed Personal Lines OR Commercial Lines Customer Care Specialist is responsible and focused on managing the day-to-day on personal lines OR commercial lines insurance for active client. This role will take approximately 30-50 calls per day and be responsible for inbound sales and fulfillment. The goal is to proactively and efficiently educate new customers about policy coverages based on their needs, and to meet the required targets set forth by our client agreement.
The Customer Care Specialist serves as the primary contact and liaison with clients to ensure ongoing consistency. Our commitment to the client is to provide positive and quality fulfillment in all areas, ensuring timely and accurate product delivery.
Candidate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills,and have a solid personal lines insurance knowledge base.

  • Core Duties *

  • Inform, educate, and make suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs

  • Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account managers / customers / prospects

  • Adapt to various insurance carrier rating websites

  • Solve problems quickly and effectively and implement solutions to meet the needs of customer / prospect

  • Forge relationships with customer / prospects and insurance carriers

  • Proactively research and have detailed knowledge of current market conditions

  • Maintain knowledge and understanding of technology-based tools and solutions in support of personal lines business

  • Use analytical and critical thinking in work processes and communication skills

  • Maintain a paperless workflow

  • Maintain knowledge of various states insurance guidelines

  • Understand customer challenges and partner to find solutions

  • Identify and communicate to team leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue

  • Other duties as assigned

  • Minimum Requirements - Education & Experience*

  • High School Diploma or Equivalent

  • 1 to 3+ years of Personal Lines Experience OR 2+ years of Commercial Lines Experience

  • Active Property & Casualty Insurance License

  • Minimum internet speed of 6 mbps download and 3 mbps upload; No Satellite

  • 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

  • Superior organizational skills and time management

  • Excellent verbal and written communication skills

  • Accurate data entry and excellent typing skills

  • Excellent customer service skills

  • Must have excellent computer / internet skills as well as proficiency in using carrier websites and in Microsoft Outlook, Excel, and Word as well as Adobe

  • Working Conditions *

  • Work from home remotely in United States only

  • Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected in to 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

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Insurance Account Manager Remote Hiring Immediately

Patra

Posted 2 months ago

VIEW JOBS 10/30/2021 12:00:00 AM 2022-01-28T00:00 Full Time * About Patra* Patra is a leading provider of Technology-Enabled Services to the insurance industry. Patra's team of global experts allow brokers, MGAs, wholesalers and carriers to capture the Patra Advantage - profitable growth and organizational value. Patra powers insurance processes by optimizing the application of people and technology; supporting insurance organizations as they sell, deliver and manage policies for their customers. * * * About this job* The Employee Benefits Account Manager relies on back office support to handle the mundane tasks that are commonly associated with an Account Management role. We believe by strengthening our back office, this allows the Account Manager the time and ability to truly develop a relationship with our clients. As an Employee Benefits Account Manager, you will be assigned a block of small employee benefits account business with a targeted book of $350,000 to $500,000 revenue range, be the main point of contact to the client, responsible for day to day servicing of accounts, and maintain and retain business by coordinating resources provided to you, to assist, advise, and place coverage for new business as well as renewals. * Core Duties* * Develop and maintain relationships with clients, carriers, team members, India team, and Implementation Consultants * Service and manage all aspects of customer service for clients in accordance with both Patra and agency procedures * Manage retention of policies * Promote growth of existing book through account rounding and new business * Adhere to Patra Benefits Servicing Standards for all aspects of managing book of business * Maintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc. * Utilize India team for all workflows in place * Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required * Deliver strong customer service by responding within 24 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day * Stay abreast of current market conditions and technical knowledge of products and tools available for small group employee benefits * Use deductive reasoning and critical thinking in work processes and communication skills * Identify and communicate to Team Leads any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue * Maintain a paperless workflow * Other duties as assigned * Minimum Requirements - Education & Experience * * 3 to 5+ years of Employee Benefit Retail Insurance Experience * Active LIfe & Health Insurance License * Knowledge, Skills and Abilities* * Proficiency with core Benefits insurance coverages * Must be able to demonstrate a high level of proficiency with carrier online platforms * Demonstrated ability to communicate effectively and professionally with clients and internal staff * Demonstrate a sense of urgency, initiative, responsiveness, and attention to detail * Must be able to maintain the highest level of confidentiality * Proven ability to handle multiple tasks simultaneously, exceptional organizational skills, and the ability to meet designated deadlines are required * Exhibit a high level of energy and teamwork orientation * Self-starter, highly detailed, and superior organizational skills * Understand customer challenges and partner with them to find solutions * Excellent verbal and written communication skills * Excellent computer/internet/Microsoft skills * Patience and eagerness to be culturally effective with offshore (India based) employees * 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 Patra Casper WY

Insurance Sales Account Manager - Remote - Hiring Immediately

Patra