Patra Corporation
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 Select Account Associate Manager supports the Account Manager (AM) in all aspects of desk management, gradually assuming responsibilities to promote into an Associate Account Manager and then an Account Manager position. Under direction, the Associate supports an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards. Develop and maintain relationships with clients, carriers, team members, India team and Client Consultants; Manage all aspects of customer service for clients; non-service center and surplus lines; support growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. The level of employee autonomy increases from junior through senior levels.
Patra Core Competencies
Knows the Business
Leads Others
Accountable
Team Player
Job Duties by Competency
Knows the Business
Check policy discrepancy checklists against policies, endorsements, and applications
Advise AM of any changes needed
Assist in the renewal process including, but not limited to:
Create applications in agency management system
Request renewal changes from insureds
Follow up with carrier and/or insureds for pertinent information
Request quotes from carriers utilizing proper applications and corresponding documentation
Prepare quote presentation and details for AM’s review
Update Node as directed by AM
Prepare binders to be sent to the insured for AM’s review
Activity/task cleanup
Send certificate requests to the team
Process rush certificates needed under 2 hours
Respond to India team questions as directed by AM
Filing in document management system
Process endorsement requests and inquiries from insureds to carriers
Assist with finance quote requests and light accounting
Research issues as presented by AM and report back findings
Adapt to various insurance carrier rating websites
Assist in creating Broker of Record letters as directed by the AM (pre-filling information)
Order loss runs from carriers and wholesalers as needed
Complete surplus filings with information provided by the AM
Maintain a paperless workflow
Maintain knowledge of various states insurance guidelines
Understand customer challenges and partner to find solutions
Special projects as directed by Account Manager or Manager
Other duties as assigned
Accountable
Solve problems quickly and effectively and implement solutions to meet the needs of account manager/client
Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account manager/client/team
Use analytical and critical thinking in work processes and communication skills
Identify and communicate to AM’s any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue
Team Player
Forge relationships with account managers and insurance carriers
Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business
Must be detail-oriented
Superior organizational skills
Self-Starter
Excellent verbal and written communication skills
Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
Excellent computer/internet/Microsoft skills
Excellent time management skills
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
1-5 years of Commercial Lines Retail Insurance Experience
Possess current and active P&C license
Accurate data entry
Excellent typing skills
Compliance: Subject to and expected to comply with all applicable Patra Corp policies and procedures
Working Conditions
Work from home
Minimum internet speed of 6 mbps download and 3 mbps upload, no satellite
Subject to and expected to comply with all applicable Patra Corp policies and procedures
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.
Equal Employment Opportunity:
Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.
Patra Corporation
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