Employee Benefits Account Manager - Remote

About Patra

Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining expert global teams, process intelligence, and purpose-built technology, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.

About Patra

Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining expert global teams, process intelligence, and purpose-built technology, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.

Core Duties

The Employee Benefits Account Manager relies on back office support to handle the mundane tasks that are commonly associated with an Account Management role. We believe by strengthening our back office, this allows the Account Manager the time and ability to truly develop a relationship with our clients. As an Employee Benefits Account Manager, you will be assigned a block of small employee benefits account business with a targeted book of up to half a million in revenue range, be the main point of contact to the client, responsible for day to day servicing of accounts, and maintain and retain business by coordinating resources provided to you, to assist, advise, and place coverage for new business as well as renewals.

• Develop and maintain relationships with clients, carriers, team members, India team, and Implementation Consultants.
• Service and manage all aspects of customer service for clients in accordance with both Patra and agency procedures.
• Manage retention of policies.
• Promote growth of existing book through account rounding and new business.
• Adhere to Patra Benefits Servicing Standards for all aspects of managing book of business.
• Maintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc.
• Utilize India team for all workflows in place.
• Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required.
• Deliver strong customer service by responding within 24 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day.
• Stay abreast of current market conditions and technical knowledge of products and tools available for small group employee benefits.
• Use deductive reasoning and critical thinking in work processes and communication skills.
• Identify and communicate to Team Leads any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue.
• Maintain a paperless workflow.
• Other duties as assigned.
• 3 to 5+ years of Employee Benefit Retail Insurance Experience.
• Active Life & Health Insurance License.

Knowledge, Skills And Abilities

• Proficiency with core Benefits insurance coverages.
• Must be able to demonstrate a high level of proficiency with carrier online platforms.
• Demonstrated ability to communicate effectively and professionally with clients and internal staff.
• Demonstrate a sense of urgency, initiative, responsiveness, and attention to detail
• Must be able to maintain the highest level of confidentiality.
• Proven ability to handle multiple tasks simultaneously, exceptional organizational skills, and the ability to meet designated deadlines are required.
• Exhibit a high level of energy and teamwork orientation.
• Self-starter, highly detailed, and superior organizational skills.
• Understand customer challenges and partner with them to find solutions.
• Excellent verbal and written communication skills.
• Excellent computer/internet/Microsoft skills.
• Patience and eagerness to be culturally effective with offshore (India based) employees.

Working Conditions

• Work from home remotely in United States only
• Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; 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.

Equal Employment Opportunity

Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.