Employee Benefits Account Manager - Remote

Summary

Patra Corporation provides insurance back-office and account management business process outsourcing services. The Employee Benefits Account Manager manages a portfolio of small employee benefits accounts, serves as the primary client contact, supports policy servicing and retention, and coordinates resources for new and renewal business.

Responsibilities

• 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

Skills

• * 3 to 5+ years of Employee Benefit Retail Insurance Experience
• * Active Life & Health Insurance License
• * 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
• * 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
• * 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

Qualifications

Must Haves

• * 3 to 5+ years of Employee Benefit Retail Insurance Experience
• * Active Life & Health Insurance License
• * 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
• * 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
• * 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

Benefits

• Work from home remotely in United States only