This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
Personal Lines Account ManagerPatra is an outcome-focused operating partner working exclusively for the insurance industry. Combining expert global teams, process intelligence, and purpose-built technology, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.Core DutiesThe Personal Lines Account Manager is a work from home position and serves as the primary contact and liaison with personal line clients; managing the day-to-day servicing and retention. Our commitment is to provide positive and quality customer service in all areas; ensuring timely delivery and accurate work/service. Candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills along with a solid personal lines insurance knowledge and license.Core DutiesProvide good customer serviceService and manage all aspects of personal lines clientsPromote growth of existing book through account roundingMarket when necessary on renewal and new businessMaintain clients / policies in agency management systemManage and coordinate processing of all renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with teamInform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needsUse analytical and critical thinking in work processes and communication skillsMaintain a paperless workflowProtects confidentiality of informationOther duties as assigned.Minimum Requirements - Education & Experience3 to 5+ years of Personal Lines Retail Insurance ExperienceActive Property & Casualty Insurance LicenseKnowledge, Skills and AbilitiesFirm working knowledge of personal lines coverages and servicesExperienced user of Agency Management System and Electronic Document ManagementBe self-starter, creative, and problem solverMust be detailed oriented and well organizedMust have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as AdobeExcellent communications and telephone skills a mustAbility to deliver results to clients through coordinating and managing efforts of othersAbility to resolve problems independentlyWillingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is availableWorking ConditionsWork from home remotely in United States onlyMinimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satelliteCompensationCompetitive Salary / Benefits / PTOPhysical Requirements*Constantly perform desk-based computer tasksFrequent sittingOccasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 poundsSort/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 StandardsInterpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizationsPromotes 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 learnedSubject to and expected to comply with all applicable Patra Corp policies and procedures.Equal Employment OpportunityPatra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.
Worksite address
boston, MA, 02108, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.