On Demand P&C Client Consultant

Patra Columbus , OH 43216

Posted 2 days ago

Full Time

  • 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 development support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operations centers in the U. S. and India.

  • About this job

The Client Consultant oversees the day-to-day servicing and managing of assigned group of clients and their processes as well as coordination of offshore teams. The Client Consultant candidate needs to be effective at time management and teamwork, possess excellent written and verbal communication skills, be highly adaptable and able to problem solve. This is a work from home position.

  • Core Duties*

Manage Client Relationships:

Involvement in service implementations, regular check-in calls, expand and cross-sell services

Manage Processes:

Gather and analyze data, create action plan, execute service improvements and efficiencies, monitor average handling and turnaround times, update Job Aids and Workflows, troubleshoot errors/issues

Manage Offshore Teams:

Meetings with teams, monitor staffing changes, analyze and resolve production issues, train offshore teams


Review, update and analyze monthly billing reports and deliver to clients. Follow up on account receivables


Presentation creation and delivery of presentation to client

Sales Support:

Assist on prospect calls, support sales with concerns/questions, other internal meetings with sales

Corporate Duties:

Department monthly meetings, seminars/training on Patra University, IT training, licensing updates, HR requests/updates, submit expenses, other training as scheduled


Mentoring & training Associate Client Consultants, helping peers with questions

Consulting and/or helping with other resources and depts *

Projects as assigned*

  • Minimum Requirements - Education & Experience *

  • Minimum 5+ years Commercial industry experience

  • License preferred by not required

  • Experience working Agency Management Systems

  • Comprehensive knowledge of various lines of Commercial & Personal Line coverages

  • Knowledge, Skills and Abilities*

  • Time Management/Organization:
    Prioritizing, Planning, Focus

  • Teamwork:
    Collaboration, Active listening, Coordination, Idea exchange

  • Effective Communication Skills:

    Oral & written, Strong public speaker, Ability to communicate among multiple levels of an organization, Clarity, Respect, Friendliness, Listening, Engaging & outgoing personality

  • Adaptability:
    Flexibility, Self-management, Decision making, Perform well and stay calm under pressure, Optimism

  • Emotional Intelligence:
    Empathy, Humor, Sensitivity, Patience, Diplomacy

  • Problem Solving & Analytical Skills:

    Analysis & Resolution, Observation, Creative Thinking, Ability to anticipate potential issues or problems, Attention to detail, Critical observation, Identifying trends, Deductive reasoning, Strong memory

  • Leadership:
    Project Management, Empathy, Listening, Versatility, Delegation

  • Work Ethic:
    Integrity & Accountability, Professionalism, Initiative, Self-motivation, Discipline, Commitment

  • Microsoft Suite Proficien
    t: Excel - creating and evaluating spreadsheets and data, creating and using pivot tables, formulas, formatting, graphs and charts, PowerPoint - collecting, researching, analyzing data and formatting into a presentation, Word - creating/updating Workflows and Job Aids, formatting

  • Other:
    Knowledge and experience with various Agency Management Systems, Outlook, Zoom and Power BI is helpful

  • Working Conditions*

  • Work from home

  • Minimum internet speed of 6 mbps download and 3 mbps upload; 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

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On Demand P&C Client Consultant