Commercial Lines Account Manager

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

📋 Description

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

• Oversee daily servicing, renewals, and new business operations

• Proactively and efficiently manage an agreed-upon book of business

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

• Handle all facets of customer service in accordance with Patra and agency protocols

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

• Keep expiration lists updated in SharePoint using the correct template and format

• Manage retention for service center, non-service center, and surplus lines accounts

• Encourage growth through account rounding and acquisition of new business

• Comply with Patra Select Servicing Standards

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

• Collaborate with the India team for established workflows

• Advise clients on policy coverages, changes, exclusions, and insurance coverage requirements

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

• Stay informed about market conditions and possess technical knowledge of products and tools

• Identify opportunities for efficiency improvements and revenue growth in the book of business

• Maintain a paperless workflow for Patra and the agency

• Carry out 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 connection

• Exceptional organizational skills

• Highly detail-oriented

• Strong verbal and written communication abilities

• Proficient in computer, internet, and Microsoft applications

• Patience and a strong desire to effectively engage with offshore India-based employees

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

• Adherence to relevant Patra Corporation policies and procedures

🏝️ Benefits

• Work from home opportunity

• Regular full-time employment

• An inclusive and diverse work environment

• A safe and respectful workplace

• Patra's investment in AI and purpose-built technology