Patra Corporation

Overview:
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 operations centers in the U.S. and India.
About this job
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. Responsibilities:
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

Qualifications:

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.

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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