Job Title:

Job Description:

Join Our Team:

We're seeking a highly motivated and detail-oriented Insurance Associate to join our remote team. As an Insurance Associate, you will play a vital role in assisting Account Managers in all aspects of desk management, gradually assuming responsibilities to promote into a Jr. Account Manager and then an Account Manager position.

About Patra Corporation:

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. We offer a wide range of services designed to lower costs, reduce risk, and improve employee productivity through the transfer of account management and business support functions to operation centers in the US, India, and the Philippines.

Key Responsibilities:

- Assist Account Managers in all aspects of desk management, including policy checking, certificate issuance, eligibility processing, quality control, and account audits. - Develop and maintain relationships with clients, carriers, team members, India team, and Implementation Managers. - Provide exceptional customer service, managing all aspects of customer service for clients, including retention, account rounding, and new business. - Maintain clients and policies in agency management systems, making recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. - Utilize analytical and critical thinking in work processes and communication skills to identify areas for improvement and implement solutions.

Core Competencies:

- Knows the Business: Stay up-to-date on industry trends, insurance products, and services. - Leads Others: Demonstrate leadership skills, taking ownership of tasks and projects. - Accountable: Solve problems quickly and effectively, implementing solutions to meet the needs of account managers and clients. - Team Player: Forge relationships with account managers, insurance carriers, and team members, promoting a culture of respect and safety.

Requirements:

- Up to 1 year of Commercial Lines Retail Insurance Experience. - Active Property & Casualty Insurance License preferred. - Possess current and active insurance P&C license. - Accurate data entry and excellent typing skills. - Compliance with all applicable Patra Corp policies and procedures.

Working Conditions:

- Work from home with a minimum internet speed of 6 mbps download and 3 mbps upload. - Subject to and expected to comply with all applicable Patra Corp policies and procedures.

Equal Employment Opportunity:

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

Apply Now:

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