Patra Corporation · 1 month ago
Employee Benefits Account Manager - Remote
United States
Full-time
Remote
Mid, Senior Level
3+ years expPatra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. As an Employee Benefits Account Manager, you will be the main point of contact for a block of small employee benefits accounts, responsible for day-to-day servicing, maintaining client relationships, and promoting business growth.
Insurance
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
Qualification
Required
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
Benefits
Competitive Salary
Benefits
PTO
Company
Patra Corporation
Technology-enabled insurance outsourcing partner to retail agencies, MGAs, wholesalers, and carriers.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$146MKey Investors
FTV Capital
2022-09-13Private Equity· $146M
Leadership Team
Simon Davis
Chief Financial Officer
Drew Davies
Vice President, Infrastructure Engineering
Recent News
Morningstar.com
2025-10-07
2025-08-29
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