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Company

Original Job Post

Patra Corporation · 2 days ago

Personal Lines Account Manager

El Dorado Hills, CA

Full-time

Onsite

Mid Level

3+ years exp

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Insurance

Actively Hiring

Insider Connection @Patra Corporation

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

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

Protect confidentiality of information

Other duties as assigned

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Personal lines retail insurance experienceProperty & casualty insurance license personal lines coveragesAgency management systemElectronic document managementComputer skillsProficient in carrier websitesProficient in microsoft outlookProficient in excelProficient in wordProficient in adobe insurance industryProblem solverSelf-starterCreativeDetailed orientedWell organized communicationsTelephone skills deliver results resolve problems independentlyWillingness to learnBilingual English Spanish

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