Commercial Lines Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Cultivate and sustain relationships with clients, carriers, team members, the India team, and Implementation Consultants.

• Handle and oversee all facets of customer service for clients in accordance with Patra and agency protocols.

• Deliver monthly summaries to agencies by the 10th of each month.

• Ensure that expiration lists are updated in SharePoint using the appropriate template and format.

• Manage retention for service center, non-service center, and surplus lines as relevant.

• Encourage the growth of the existing book through account rounding and new business acquisition.

• Comply with Patra Select Servicing Standards.

• Maintain client and policy information in the agency management system, including tasks, activities, attachments, and initiating emails.

• Leverage the India team for workflows designed for specific agencies.

• Advise clients on policy coverages, modifications, exclusions, and insurance needs; provide clarifications and definitions.

• Address inquiries, concerns, emails, and faxes within 48 hours and return phone calls on the same day.

• Stay informed about market trends and technical knowledge of products and tools.

• Employ deductive reasoning and critical thinking in work processes and communications.

• Identify and relay efficiency enhancements and opportunities to boost book revenue to the Manager.

• Maintain a paperless workflow for Patra and the agency.

• Execute additional duties as assigned.

⛳️ Requirements

• 3 to 5+ years of experience in Commercial Lines Retail Insurance.

• Active Property & Casualty Insurance License.

• High School Diploma or equivalent.

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

• Wired Ethernet cable connection from home router to computer.

• No satellite internet.

• Exceptional organizational skills.

• Highly detail-oriented.

• Understanding of customer challenges with the ability to collaborate with customers to find solutions.

• Self-motivated individual.

• Outstanding verbal and written communication skills.

• Proficient in computer, internet, and Microsoft applications.

• Patience and eagerness to effectively engage with offshore (India-based) employees.

• Ability to collaborate effectively with Patra colleagues, clients, and external organizations.

• Compliance with all relevant Patra Corporation policies and procedures.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Opportunities for professional development and growth.

• Flexible work environment.