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Commercial Lines Account Manager (Remote)


This is a Full-time position in Chandler, AZ posted October 23, 2021.

Full Time *About Patra* Patra is a leading provider of Technology-Enabled Services to the insurance industry.

Patra's team of global experts allow brokers, MGAs, wholesalers and carriers to capture the Patra Advantage
– profitable growth and organizational value.

Patra powers insurance processes by optimizing the application of people and technology; supporting insurance organizations as they sell, deliver and manage policies for their customers.

*About this job* The Commercial Lines Account Manager candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid commercial lines insurance knowledge base and property & casualty license in this work from home position.

The Account Manager serves as the primary contact and liaison with small commercial lines clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business.

Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided.

*Core Duties* * Service and manage all aspects for small commercial clients and their policies * Maintain and continue to develop client and company business relationships * Retain and manage all policies including service center, non-service center, and surplus lines * 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 renewals, certificate 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 * Stay abreast and maintain detailed knowledge of current market conditions and technical knowledge * Maintain knowledge / understanding of technology-based tools and solutions * Provide good customer service * Use analytical and critical thinking in work processes and communication skills * Maintain a paperless workflow * Protects confidentiality of information * Other duties as assigned *Minimum Requirements
– Education & Experience* * 7 to 10+ years of Commercial Lines Retail Insurance Experience * Active Property & Casualty Insurance License * Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite *Knowledge, Skills and Abilities* * Firm working knowledge of commercial lines coverages and services * Understanding and knowledge of handling small commercial lines accounts * Experienced user of Agency Management System and Electronic Document Management * Be self-starter, creative, and problem solver * Must be detail oriented and well organized, available to work in ALL TIME ZONES * Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe * 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 *Working Conditions* * Work from home *Compensation * * Competitive Salary / Benefits / PTO *Physical Requirements** * 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.

*Work Standards* * 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

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