Apply on Employer Site

Patra Corporation · 1 day ago

Select Commercial Lines Account Manager - Remote

United States

Full-time

Remote

Mid Level

3+ years exp

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. The Commercial Lines Account Manager will serve as the primary contact for small commercial lines clients, managing day-to-day servicing, renewals, and new business while ensuring positive customer service and maintaining strong client relationships.

Insurance

Responsibilities

Service and manage all aspects for small commercial clients and their policies

Maintain and continue to develop client and company business relationships

Retain and manage all policies including service center, non-service center, and surplus lines

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 renewals, certificate 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

Stay abreast and maintain detailed knowledge of current market conditions and technical knowledge

Maintain knowledge / understanding of technology-based tools and solutions

Provide good customer service

Use analytical and critical thinking in work processes and communication skills

Maintain a paperless workflow

Protects confidentiality of information

Other duties as assigned

Qualification

Commercial Lines InsuranceProperty & Casualty LicenseAgency Management SystemElectronic Document ManagementMicrosoft ExcelProblem SolverCommunication SkillsDetail OrientedSelf-Starter

Required

3 to 5 years of Commercial Lines Retail Insurance Experience

Active Property & Casualty Insurance License

Firm working knowledge of commercial lines coverages and services

Understanding and knowledge of handling small commercial lines accounts

Experienced user of Agency Management System and Electronic Document Management

Be self-starter, creative, and problem solver

Must be detail 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

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

Excellent written and verbal communication skills