Account Manager - Remote

Core Duties

• 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.
• 3 to 5+ years of Employee Benefit Retail Insurance Experience.
• Active Life & Health Insurance License.

• Proficiency with core Benefits insurance coverages.
• 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.

• Work from home remotely in United States only
• Minimum internet speed of 6 mbps download and 3 mbps upload;
  Directly connected into modem;
  No satellite

• Competitive Salary / Benefits / PTO

• Constantly perform desk-based computer tasks.
• Frequent sitting.
• Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds.
• Sort/file paperwork, rarely twist/bend/stoop/squat.
• Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

• Interpersonal
  
  Skills:
  
  Demonstrates the ability to work well with Patra colleagues and clients and with external organizations.
• Promotes Culture of Respect & Safety:
  Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned.
• Subject to and expected to comply with all applicable Patra Corp policies and procedures.

Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.