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—including policy checking, certificate issuance, eligibility processing, quality control and account audits—to operation centers in the United States, 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 the India team to support while adhering to Patra servicing standards. The Associate develops and maintains relationships with clients, carriers, team members, India team, and Client Consultants; manages all aspects of customer service for clients; supports growth of the existing book through account rounding and new business; maintains clients and policies in agency management systems; and makes 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. #J-18808-Ljbffr