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Role Description

The Personal Lines Account Manager is a work from home position and serves as the primary contact and liaison with personal line clients; managing the day-to-day servicing and retention. Our commitment is to provide positive and quality customer service in all areas; ensuring timely delivery and accurate work/service. Candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills along with a solid personal lines insurance knowledge and license.

• 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.

Qualifications

• 3 to 5+ years of Personal Lines Retail Insurance Experience
• Active Property & Casualty Insurance License

Requirements

• 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 detail-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

Benefits

• Competitive Salary / Benefits / PTO

Working Conditions

• 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

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

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.

Equal Employment Opportunity

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