Patra Corporation · 4 days ago

Account Manager - Commercial Lines

United States

Full-time

Remote

Mid Level

3+ years exp

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Jennifer Becker

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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.

Provide monthly recaps to agencies by 10th of each month to main agency contact and Manager.

Ensure expiration lists are in SharePoint utilizing correct template and format.

Manage retention for service center, non-service center and surplus lines, as it applies.

Promote growth of existing book through account rounding and new business.

Adhere to Patra Select 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. in accordance with both Patra and agency procedures.

Utilize India team for all workflows in place for specific agency.

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 48 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.

Use deductive reasoning and critical thinking in work processes and communication skills.

Identify and communicate to Manager any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue.

Maintain a paperless workflow for both Patra and agency.

Other duties as assigned.

Qualification

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