Employee Benefits Associate Account Manager - Remote

Summary

Patra Corporation is an outcome-focused operating partner serving the insurance industry through expert teams, process intelligence, and purpose-built technology. The Employee Benefits Associate Account Manager manages an assigned book of business, maintains client and carrier relationships, supports renewals and policy servicing, and delivers customer service while adhering to company standards.

Responsibilities

• Under direction, the Associate AM proactively and efficiently manages 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 Implementation Consultants; Service and manage all aspects of customer service for clients; manage retention for service center, non-service center; promote 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. Level of employee autonomy increases from junior through senior levels
• 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 deliver to the insured
• Update Node as required
• Prepare binders to be sent to the insured
• Send certificate requests to the team
• Process rush certificates needed under 2 hours
• Respond to India team questions
• Filing in document management system
• Process endorsement requests and inquiries from insureds to carriers
• Handles all accounting for the desk
• Adapt to various insurance carrier rating websites
• Order loss runs from carriers and wholesalers as needed
• Complete surplus filings
• Special projects as directed by Manager
• Solve problems quickly and effectively and implement solutions to meet the needs of client
• Forge relationships with client and insurance carriers
• Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes and mail from client
• Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business
• Maintain knowledge of various states insurance guidelines
• Understand customer challenges and partner to find solutions
• Identify and communicate to Manager leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue
• Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
• 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

Skills

• Minimum of 6 Months Experience
• Active Life & Health License
• Possess current and active insurance Life and Health license
• Must be detail-oriented
• Superior organizational skills
• Self-Starter
• Excellent verbal and written communication skills
• Excellent computer/internet/Microsoft skills
• Excellent time management skills
• Accurate data entry
• Excellent typing skills
• Work from home
• Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite
• Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
• 1 year preferred

Qualifications

Must Haves

• Minimum of 6 Months Experience
• Active Life & Health License
• Possess current and active insurance Life and Health license
• Must be detail-oriented
• Superior organizational skills
• Self-Starter
• Excellent verbal and written communication skills
• Excellent computer/internet/Microsoft skills
• Excellent time management skills
• Accurate data entry
• Excellent typing skills
• Work from home
• Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite
• Demonstrates the ability to work well with Patra colleagues and clients and with external organizations

Nice to Haves

• 1 year preferred

Benefits

• Work from home