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Patra Corporation · 1 week ago

Direct Sales Manager

United States

Full-time

Remote

Mid Level

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. The Direct Sales Manager is responsible for providing in-bound call center services to support the sale of insurance policies and managing the team, including timecard approvals and PTO requests.

Insurance

Responsibilities

Understand customer challenges and partner to find solutions

Makes sure New Business is in Patra systems for tracking and kept current

Performs QA to ensure customer expectations are met

Proactively research and have detailed knowledge of current market conditions

Informs, educates and makes suggestions to client about policy coverages, changes, exclusions and insurance coverage needs

Solves problems quickly and effectively and implements solutions to meet the needs of the client

Identifies and communicates to Team Leads, any areas where efficiencies can be improved as well as various other elements of the department

Provides leadership to ensure Client expectations are met

Forges relationships with prospects and insurance carriers

Maintains knowledge of various states insurance guidelines

Approves team timecards

Reviews and approves PTO requests; Coordinates back up support for PTO

Maintains knowledge and understanding of technology-based tools and solutions in support of business

Adapts to various insurance carrier rating websites

Inputs and verifies the accuracy of the quote generated from the insurance carrier’s rating system

Assists team with escalation calls and support

Delivers strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from Account Managers and Clients

Answers calls and questions, provisions other assistance and binds new insurance policies for clients’ customers

Other duties as assigned