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 with clients.

• Oversee daily service operations, renewals, and new business acquisitions.

• Proactively and efficiently manage an assigned book of business.

• Deliver customer service for clients in accordance with Patra and agency protocols.

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

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

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

• Foster growth of the current book through account rounding and new business initiatives.

• Maintain client and policy information within the agency management system, including tasks, activities, attachments, and email initiation.

• Leverage the India team for relevant workflows.

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

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

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

• Identify opportunities for efficiency improvements and revenue growth in the book, and communicate these to the Manager.

• Maintain a paperless workflow for Patra and the agency.

• Provide accurate, timely, and positive customer service.

• Carry out additional duties as assigned.

⛳️ Requirements

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

• Must possess an active Property & Casualty Insurance License.

• High School Diploma or equivalent required.

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

• A wired Ethernet cable connection from home router to computer is necessary.

• Satellite internet is not acceptable.

• Exceptional organizational skills are required.

• Must be detail-oriented.

• Strong verbal and written communication skills are essential.

• Proficient in computer usage, internet navigation, and Microsoft applications.

• Patience and a willingness to work effectively with offshore employees in India.

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

• Adherence to all relevant Patra Corporation policies and procedures is mandatory.

🏝️ Benefits

• Opportunity to work from home.

• Regular full-time employment status.

• Safe and inclusive work environment.

• Commitment to diversity celebration and inclusion.