Commercial Lines Account Manager

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

📋 Description

• Build and nurture relationships with clients, carriers, team members, the India team, and Implementation Consultants.

• Act as the main point of contact and liaison for clients.

• Provide comprehensive customer service management for clients in accordance with Patra and agency protocols.

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

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

• Oversee retention for the service center, non-service center, and surplus lines.

• Foster growth of the current portfolio through account rounding and acquiring new business.

• Comply with Patra Select Servicing Standards.

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

• Collaborate with the India team to implement established workflows.

• Guide clients on policy coverages, modifications, exclusions, and their insurance needs.

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

• Stay updated on market conditions, products, and tools.

• Identify opportunities for efficiency enhancements and revenue growth within the book.

• Uphold a paperless workflow for Patra and the agency.

• Execute other assigned responsibilities.

⛳️ Requirements

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

• Valid Property & Casualty Insurance License.

• High School diploma or equivalent qualification.

• Minimum internet speed of 6 mbps for downloads and 3 mbps for uploads.

• Wired Ethernet connection from home router to computer.

• Satellite internet is not permitted.

• Exceptional organizational skills.

• Highly detail-oriented.

• Strong verbal and written communication abilities.

• Proficient with computers, internet usage, and Microsoft applications.

• Patience and a strong desire to work effectively with offshore team members (India-based).

🏝️ Benefits

• Remote work opportunity.

• Regular full-time employment status.

• An inclusive and diverse workplace environment.

• A safe and respectful workplace culture.