Patra Corporation · 2 days ago
Personal Lines Account Manager
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Insurance
Insider Connection @Patra Corporation
Responsibilities
Provide good customer service
Service and manage all aspects of personal lines clients
Promote growth of existing book through account rounding
Market when necessary on renewal and new business
Maintain clients / policies in agency management system
Manage and coordinate processing of all renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team
Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs
Use analytical and critical thinking in work processes and communication skills
Maintain a paperless workflow
Protect confidentiality of information
Other duties as assigned
Qualification
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Required
3 to 5+ years of Personal Lines Retail Insurance Experience
Active Property & Casualty Insurance License
Firm working knowledge of personal lines coverages and services
Experienced user of Agency Management System and Electronic Document Management
Be self-starter, creative, and problem solver
Must be detailed oriented and well organized
Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe
Excellent communications and telephone skills a must
Ability to deliver results to clients through coordinating and managing efforts of others
Ability to resolve problems independently
Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available
Preferred
Bi-lingual in English and Spanish
Company
Patra Corporation
Technology-enabled insurance outsourcing partner to retail agencies, MGAs, wholesalers, and carriers.
Funding
Current Stage
Late StageTotal Funding
$146MKey Investors
FTV Capital
2022-09-13Private Equity· $146M
Recent News
2024-05-24
2024-05-24
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