Select Associate Account Manager - Remote

About PatraPatra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers 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, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.Core DutiesThe Select Account Associate Manager supports the Account Manager (AM) in all aspects of desk management, gradually assuming responsibilities to promote into an Associate Account Manager and then an Account Manager position. Under direction, the Associate supports an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards. Develop and maintain relationships with clients, carriers, team members, India team and Client Consultants; Manage all aspects of customer service for clients; non-service center and surplus lines; support growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. The level of employee autonomy increases from junior through senior levels.Patra Core CompetenciesKnows the BusinessLeads OthersAccountableTeam PlayerJob Duties By CompetencyKnows the BusinessCheck policy discrepancy checklists against policies, endorsements, and applicationsAdvise AM of any changes neededAssist in the renewal process including, but not limited to:Create applications in agency management systemRequest renewal changes from insuredsFollow up with carrier and/or insureds for pertinent informationRequest quotes from carriers utilizing proper applications and corresponding documentationPrepare quote presentation and details for AM’s reviewUpdate Node as directed by AMPrepare binders to be sent to the insured for AM’s reviewActivity/task cleanupSend certificate requests to the teamProcess rush certificates needed under 2 hoursRespond to India team questions as directed by AMFiling in document management systemProcess endorsement requests and inquiries from insureds to carriersAssist with finance quote requests and light accountingResearch issues as presented by AM and report back findingsAdapt to various insurance carrier rating websitesAssist in creating Broker of Record letters as directed by the AM (pre-filling information)Order loss runs from carriers and wholesalers as neededComplete surplus filings with information provided by the AMMaintain a paperless workflow Maintain knowledge of various states insurance guidelinesUnderstand customer challenges and partner to find solutionsSpecial projects as directed by Account Manager or ManagerOther duties as assigned AccountableSolve problems quickly and effectively and implement solutions to meet the needs of account manager/clientDeliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account manager/client/team Use analytical and critical thinking in work processes and communication skillsIdentify and communicate to AM’s any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue Team PlayerForge relationships with account managers and insurance carriers Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business Must be detail-oriented Superior organizational skillsSelf-StarterExcellent verbal and written communication skillsInterpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizationsExcellent computer/internet/Microsoft skillsExcellent time management skillsPromotes 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 learned1-5 years of Commercial Lines Retail Insurance ExperiencePossess current and active P&C licenseAccurate data entryExcellent typing skillsCompliance: Subject to and expected to comply with all applicable Patra Corp policies and proceduresWorking ConditionsWork from homeMinimum internet speed of 6 mbps download and 3 mbps upload, no satelliteSubject to and expected to comply with all applicable Patra Corp policies and proceduresPhysical Requirements*Constantly perform desk-based computer tasksFrequent sittingOccasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 poundsSort/file paperwork, rarely twist/bend/stoop/squatConsistent 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.Equal Employment OpportunityPatra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.