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Patra Corporation · 22 hours ago

Personal Lines Account Manager

United States

Full-time

Remote

Mid, Senior Level

3+ years exp

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing, offering services that lower costs and improve productivity. The Personal Lines Account Manager will serve as the primary contact for personal line clients, managing daily servicing and retention while ensuring quality customer service and timely delivery of services.

Insurance

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

Protects confidentiality of information

Other duties as assigned

Qualification

Personal Lines Insurance KnowledgeActive Property & Casualty LicenseAgency Management SystemElectronic Document ManagementProblem SolverComputer SkillsCommunication SkillsDetail OrientedSelf-StarterOrganizational Skills

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

Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite