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Role Description

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.

Primary Responsibilities

• 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.

Qualifications

• 3 to 5 years of Commercial Lines Retail Insurance Experience.
• Active Property & Casualty Insurance License.

Requirements

• 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.
• 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.

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.