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Patra Corporation · 3 days ago

Associate Account Manager - Commercial Lines

United States

Full-time

Remote

Entry, Mid Level

1+ years exp

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. The Associate Account Manager supports the Account Manager in managing client accounts and customer service, gradually taking on more responsibilities to promote into higher roles within the company.

Insurance

Responsibilities

Check policy discrepancy checklists against policies, endorsements, and applications

Advise AM of any changes needed

Assist in the renewal process including, but not limited to:

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 details for AM’s review

Update Node as directed by AM

Prepare binders to be sent to the insured for AM’s review

Activity/task cleanup

Send certificate requests to the team

Process rush certificates needed under 2 hours

Respond to India team questions as directed by AM

Filing in document management system

Process endorsement requests and inquiries from insureds to carriers

Assist with finance quote requests and light accounting

Research issues as presented by AM and report back findings

Adapt to various insurance carrier rating websites

Assist in creating Broker of Record letters as directed by the AM (pre-filling information)

Order loss runs from carriers and wholesalers as needed

Complete surplus filings with information provided by the AM

Maintain a paperless workflow

Maintain knowledge of various states insurance guidelines

Understand customer challenges and partner to find solutions

Special projects as directed by Account Manager or Manager

Other duties as assigned

Solve problems quickly and effectively and implement solutions to meet the needs of account manager/client

Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account manager/client/team

Use analytical and critical thinking in work processes and communication skills

Identify and communicate to AM’s any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue

Forge relationships with account managers and insurance carriers

Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business

Must be detail-oriented

Superior organizational skills

Self-Starter

Excellent verbal and written communication skills

Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations

Excellent computer/internet/Microsoft skills

Excellent time management skills

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

Qualification

Commercial Lines InsuranceInsurance P&C LicenseData EntryCustomer ServiceAnalytical SkillsOrganizational SkillsCommunication SkillsTeam PlayerSelf-StarterTime Management