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Select Commercial Lines Account Manager - Remote

Remote:

Full Remote

Contract:

Full time

Salary:

21 - 38K yearly

Experience:

Mid-level (2-5 years)

Work from:

United States

Offer summary

Qualifications:

3 to 5 years of Commercial Lines Retail Insurance Experience, Active Property Casualty Insurance License, Firm working knowledge of commercial lines coverages, Experienced user of Agency Management System, Must be detail oriented and well organized.

Key responsabilities:

Serve as primary contact for small commercial lines clients
Manage day-to-day servicing, renewals, and new business
Maintain and develop client and company business relationships
Promote growth through account rounding and marketing
Stay updated on market conditions and communicate policy changes

Patra Corporation Insurance XLarge https://www.patracorp.com/

5001 - 10000 Employees

See more Patra Corporation offers

Job description

About Patra

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.

Core Duties

The Commercial Lines Account Manager candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid commercial lines insurance knowledge base and property & casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with small commercial lines clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided.

Service and manage all aspects for small commercial clients and their policies
Maintain and continue to develop client and company business relationships
Retain and manage all policies including service center, non-service center, and surplus lines
Promote growth of existing book through account rounding
Market when necessary on renewal and new business
Maintain clients / policies in agency management system
Manage and coordinate processing of renewals, certificate of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team
Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs
Stay abreast and maintain detailed knowledge of current market conditions and technical knowledge
Maintain knowledge / understanding of technology-based tools and solutions
Provide good customer service
Use analytical and critical thinking in work processes and communication skills
Maintain a paperless workflow
Protects confidentiality of information
Other duties as assigned

Minimum Requirements - Education & Experience

3 to 5 years of Commercial Lines Retail Insurance Experience
Active Property & Casualty Insurance License

Knowledge, Skills And Abilities

Firm working knowledge of commercial lines coverages and services
Understanding and knowledge of handling small commercial lines accounts
Experienced user of Agency Management System and Electronic Document Management
Be self-starter, creative, and problem solver
Must be detail oriented and well organized
Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe
Ability to deliver results to clients through coordinating and managing efforts of others
Ability to resolve problems independently
Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available

Working Conditions

Work from home remotely in United States only
Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite

Compensation

Competitive Salary/Benefits/PTO

Physical Requirements*

Constantly perform desk-based computer tasks
Frequent sitting
Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds
Sort/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 Standards

Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
Promotes 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 learned
Subject to and expected to comply with all applicable Patra Corp policies and procedures

Equal Employment Opportunity

Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.