Commercial Lines Account Manager

About Patra

Patra is a leading provider of Technology-Enabled Services to the insurance industry. Patra’s team of global experts allow brokers, MGAs, wholesalers and carriers to capture the Patra Advantage – profitable growth and organizational value.

Patra powers insurance processes by optimizing the application of people and technology; supporting insurance organizations as they sell, deliver and manage policies for their customers.

About this job

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.

Core Duties

* 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

* 7 to 10+ 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

* Minimum internet speed of 6 mbps download and 3 mbps upload; 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