Associate Account Manager - Commercial Lines

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.

 

Knowledge, Skills and Abilities

• 1-5 years of Commercial Lines Retail Insurance Experience
• Possess current and active insurance 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.

 

Provides insurance-focused business process outsourcing and automation software services.