Patra Corporation · 18 hours ago
Employee Benefits Account Manager - California Experience
United States
Full-time
Remote
Mid Level
3+ years exp
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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.
Manage retention of policies.
Promote growth of existing book through account rounding and new business
Adhere to Patra Benefits 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.
Utilize India team for all workflows in place.
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 24 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 for small group employee benefits.
Use deductive reasoning and critical thinking in work processes and communication skills.
Identify and communicate to Team Leads any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue.
Maintain a paperless workflow.
Other duties as assigned.
Qualification
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Required
3 to 5+ years of Employee Benefit Retail Insurance Experience.
Active Life & Health Insurance License.
Proficiency with core Benefits insurance coverages.
Experience working benefits with businesses residing in California.
Must be able to demonstrate a high level of proficiency with carrier online platforms.
Demonstrated ability to communicate effectively and professionally with clients and internal staff.
Demonstrate a sense of urgency, initiative, responsiveness, and attention to detail.
Must be able to maintain the highest level of confidentiality.
Proven ability to handle multiple tasks simultaneously, exceptional organizational skills, and the ability to meet designated deadlines are required.
Exhibit a high level of energy and teamwork orientation.
Self-starter, highly detailed, and superior organizational skills.
Understand customer challenges and partner with them to find solutions.
Excellent verbal and written communication skills.
Excellent computer/internet/Microsoft skills.
Patience and eagerness to be culturally effective with offshore (India based) employees.
Company
Patra Corporation
Technology-enabled insurance outsourcing partner to retail agencies, MGAs, wholesalers, and carriers.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$146MKey Investors
FTV Capital
2022-09-13Private Equity· $146M
Leadership Team
John Simpson
CEO
Simon Davis
Chief Financial Officer
Recent News
2024-05-24
2024-05-24
Company data provided by crunchbase
