Patra Corp

Patra Corp Dallas, TX, USA
Jan 23, 2020
Full time
The Director is accountable for delivering high quality and efficient service to our customers through the day-to-day oversight of a dedicated account management team. This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Patra's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Secures existing business and drives the sale of additional services and lines of coverage. Collaborates with business unit counterparts and cultivates relationships with Patra's leadership team. Core Duties*: · Management responsibility for the hiring, performance and salary reviews, promotions and disciplinary matters for direct reporting employees. · Develops individual goals and objectives linked to the department business plan. · Monitors on-going employee performance and communicates feedback on goal achievement and job responsibilities. · Provides developmental, training, coaching and mentoring opportunities for direct reports. * - Other duties may also be assigned Minimum Requirements: Education & Experience: Bachelor's degree and three years of relevant experience in administrative management, or 7-10 years of property and casualty insurance related experience. Experience in managing large teams preferred. Knowledge, Skills and Abilities: · Proficiency with core insurance coverages · Demonstrates ability to communicate effectively and professionally with clients and internal staff · Demonstrates a sense of urgency, initiative, responsiveness, and attention to detail · Must be able to maintain the highest level of confidentiality · Demonstrates exceptional organizational skills by handling multiple tasks simultaneously and meeting commitments · Exhibits a high level of positivity, energy and teamwork orientation · Proficient in using technology as a tool to maximize productivity and quality Strong negotiation and effective interpersonal skills Solid analytical and problem-solving skills Subject matter expertise for area(s) of responsibility Able to keep abreast of general industry knowledge and trends Certifications and Licenses: Active P&C license required 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. WORKING CONDITIONS: Occasional evening and weekend hours 25% domestic travel, international travel on occasion 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
Patra Corp San Antonio, TX, USA
Jan 23, 2020
Full time
The Director is accountable for delivering high quality and efficient service to our customers through the day-to-day oversight of a dedicated account management team. This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Patra's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Secures existing business and drives the sale of additional services and lines of coverage. Collaborates with business unit counterparts and cultivates relationships with Patra's leadership team. Core Duties*: · Management responsibility for the hiring, performance and salary reviews, promotions and disciplinary matters for direct reporting employees. · Develops individual goals and objectives linked to the department business plan. · Monitors on-going employee performance and communicates feedback on goal achievement and job responsibilities. · Provides developmental, training, coaching and mentoring opportunities for direct reports. * - Other duties may also be assigned Minimum Requirements: Education & Experience: Bachelor's degree and three years of relevant experience in administrative management, or 7-10 years of property and casualty insurance related experience. Experience in managing large teams preferred. Knowledge, Skills and Abilities: · Proficiency with core insurance coverages · Demonstrates ability to communicate effectively and professionally with clients and internal staff · Demonstrates a sense of urgency, initiative, responsiveness, and attention to detail · Must be able to maintain the highest level of confidentiality · Demonstrates exceptional organizational skills by handling multiple tasks simultaneously and meeting commitments · Exhibits a high level of positivity, energy and teamwork orientation · Proficient in using technology as a tool to maximize productivity and quality Strong negotiation and effective interpersonal skills Solid analytical and problem-solving skills Subject matter expertise for area(s) of responsibility Able to keep abreast of general industry knowledge and trends Certifications and Licenses: Active P&C license required 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. WORKING CONDITIONS: Occasional evening and weekend hours 25% domestic travel, international travel on occasion 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
Patra Corp Boise, ID, USA
Jan 23, 2020
Full time
The Director is accountable for delivering high quality and efficient service to our customers through the day-to-day oversight of a dedicated account management team. This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Patra's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Secures existing business and drives the sale of additional services and lines of coverage. Collaborates with business unit counterparts and cultivates relationships with Patra's leadership team. Core Duties*: · Management responsibility for the hiring, performance and salary reviews, promotions and disciplinary matters for direct reporting employees. · Develops individual goals and objectives linked to the department business plan. · Monitors on-going employee performance and communicates feedback on goal achievement and job responsibilities. · Provides developmental, training, coaching and mentoring opportunities for direct reports. * - Other duties may also be assigned Minimum Requirements: Education & Experience: Bachelor's degree and three years of relevant experience in administrative management, or 7-10 years of property and casualty insurance related experience. Experience in managing large teams preferred. Knowledge, Skills and Abilities: · Proficiency with core insurance coverages · Demonstrates ability to communicate effectively and professionally with clients and internal staff · Demonstrates a sense of urgency, initiative, responsiveness, and attention to detail · Must be able to maintain the highest level of confidentiality · Demonstrates exceptional organizational skills by handling multiple tasks simultaneously and meeting commitments · Exhibits a high level of positivity, energy and teamwork orientation · Proficient in using technology as a tool to maximize productivity and quality Strong negotiation and effective interpersonal skills Solid analytical and problem-solving skills Subject matter expertise for area(s) of responsibility Able to keep abreast of general industry knowledge and trends Certifications and Licenses: Active P&C license required 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. WORKING CONDITIONS: Occasional evening and weekend hours 25% domestic travel, international travel on occasion 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
Patra Corp Denver, CO, USA
Jan 23, 2020
Full time
The Director is accountable for delivering high quality and efficient service to our customers through the day-to-day oversight of a dedicated account management team. This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Patra's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Secures existing business and drives the sale of additional services and lines of coverage. Collaborates with business unit counterparts and cultivates relationships with Patra's leadership team. Core Duties*: · Management responsibility for the hiring, performance and salary reviews, promotions and disciplinary matters for direct reporting employees. · Develops individual goals and objectives linked to the department business plan. · Monitors on-going employee performance and communicates feedback on goal achievement and job responsibilities. · Provides developmental, training, coaching and mentoring opportunities for direct reports. * - Other duties may also be assigned Minimum Requirements: Education & Experience: Bachelor's degree and three years of relevant experience in administrative management, or 7-10 years of property and casualty insurance related experience. Experience in managing large teams preferred. Knowledge, Skills and Abilities: · Proficiency with core insurance coverages · Demonstrates ability to communicate effectively and professionally with clients and internal staff · Demonstrates a sense of urgency, initiative, responsiveness, and attention to detail · Must be able to maintain the highest level of confidentiality · Demonstrates exceptional organizational skills by handling multiple tasks simultaneously and meeting commitments · Exhibits a high level of positivity, energy and teamwork orientation · Proficient in using technology as a tool to maximize productivity and quality Strong negotiation and effective interpersonal skills Solid analytical and problem-solving skills Subject matter expertise for area(s) of responsibility Able to keep abreast of general industry knowledge and trends Certifications and Licenses: Active P&C license required 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. WORKING CONDITIONS: Occasional evening and weekend hours 25% domestic travel, international travel on occasion 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
Patra Corp Chicago, IL, USA
Jan 23, 2020
Full time
The Director is accountable for delivering high quality and efficient service to our customers through the day-to-day oversight of a dedicated account management team. This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Patra's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Secures existing business and drives the sale of additional services and lines of coverage. Collaborates with business unit counterparts and cultivates relationships with Patra's leadership team. Core Duties*: · Management responsibility for the hiring, performance and salary reviews, promotions and disciplinary matters for direct reporting employees. · Develops individual goals and objectives linked to the department business plan. · Monitors on-going employee performance and communicates feedback on goal achievement and job responsibilities. · Provides developmental, training, coaching and mentoring opportunities for direct reports. * - Other duties may also be assigned Minimum Requirements: Education & Experience: Bachelor's degree and three years of relevant experience in administrative management, or 7-10 years of property and casualty insurance related experience. Experience in managing large teams preferred. Knowledge, Skills and Abilities: · Proficiency with core insurance coverages · Demonstrates ability to communicate effectively and professionally with clients and internal staff · Demonstrates a sense of urgency, initiative, responsiveness, and attention to detail · Must be able to maintain the highest level of confidentiality · Demonstrates exceptional organizational skills by handling multiple tasks simultaneously and meeting commitments · Exhibits a high level of positivity, energy and teamwork orientation · Proficient in using technology as a tool to maximize productivity and quality Strong negotiation and effective interpersonal skills Solid analytical and problem-solving skills Subject matter expertise for area(s) of responsibility Able to keep abreast of general industry knowledge and trends Certifications and Licenses: Active P&C license required 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. WORKING CONDITIONS: Occasional evening and weekend hours 25% domestic travel, international travel on occasion 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
Patra Corp Eugene, OR, USA
Jan 23, 2020
Full time
The Director is accountable for delivering high quality and efficient service to our customers through the day-to-day oversight of a dedicated account management team. This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Patra's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Secures existing business and drives the sale of additional services and lines of coverage. Collaborates with business unit counterparts and cultivates relationships with Patra's leadership team. Core Duties*: · Management responsibility for the hiring, performance and salary reviews, promotions and disciplinary matters for direct reporting employees. · Develops individual goals and objectives linked to the department business plan. · Monitors on-going employee performance and communicates feedback on goal achievement and job responsibilities. · Provides developmental, training, coaching and mentoring opportunities for direct reports. * - Other duties may also be assigned Minimum Requirements: Education & Experience: Bachelor's degree and three years of relevant experience in administrative management, or 7-10 years of property and casualty insurance related experience. Experience in managing large teams preferred. Knowledge, Skills and Abilities: · Proficiency with core insurance coverages · Demonstrates ability to communicate effectively and professionally with clients and internal staff · Demonstrates a sense of urgency, initiative, responsiveness, and attention to detail · Must be able to maintain the highest level of confidentiality · Demonstrates exceptional organizational skills by handling multiple tasks simultaneously and meeting commitments · Exhibits a high level of positivity, energy and teamwork orientation · Proficient in using technology as a tool to maximize productivity and quality Strong negotiation and effective interpersonal skills Solid analytical and problem-solving skills Subject matter expertise for area(s) of responsibility Able to keep abreast of general industry knowledge and trends Certifications and Licenses: Active P&C license required 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. WORKING CONDITIONS: Occasional evening and weekend hours 25% domestic travel, international travel on occasion 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
Patra Corp Salt Lake City, UT, USA
Jan 23, 2020
Full time
The Director is accountable for delivering high quality and efficient service to our customers through the day-to-day oversight of a dedicated account management team. This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Patra's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Secures existing business and drives the sale of additional services and lines of coverage. Collaborates with business unit counterparts and cultivates relationships with Patra's leadership team. Core Duties*: · Management responsibility for the hiring, performance and salary reviews, promotions and disciplinary matters for direct reporting employees. · Develops individual goals and objectives linked to the department business plan. · Monitors on-going employee performance and communicates feedback on goal achievement and job responsibilities. · Provides developmental, training, coaching and mentoring opportunities for direct reports. * - Other duties may also be assigned Minimum Requirements: Education & Experience: Bachelor's degree and three years of relevant experience in administrative management, or 7-10 years of property and casualty insurance related experience. Experience in managing large teams preferred. Knowledge, Skills and Abilities: · Proficiency with core insurance coverages · Demonstrates ability to communicate effectively and professionally with clients and internal staff · Demonstrates a sense of urgency, initiative, responsiveness, and attention to detail · Must be able to maintain the highest level of confidentiality · Demonstrates exceptional organizational skills by handling multiple tasks simultaneously and meeting commitments · Exhibits a high level of positivity, energy and teamwork orientation · Proficient in using technology as a tool to maximize productivity and quality Strong negotiation and effective interpersonal skills Solid analytical and problem-solving skills Subject matter expertise for area(s) of responsibility Able to keep abreast of general industry knowledge and trends Certifications and Licenses: Active P&C license required 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. WORKING CONDITIONS: Occasional evening and weekend hours 25% domestic travel, international travel on occasion 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
Patra Corp El Dorado Hills, CA, USA
Jan 23, 2020
Full time
The Global HR Business Partner will lead the strategic and tactical people programs for Patra's domestic and international Human Resources functions. This leader will be responsible for ensuring that Patra HR strategy aligns with global business goals. Reporting directly to the Chief People Officer, this leader will be comfortable leading with curiosity, collaboration, and an entrepreneurial mindset when developing HR solutions. This expert will coach and advise Patra on all (domestic & international) talent-related aspects of the business, including interpreting/analyzing federal/state/local laws and regulations in the countries where Patra operates. A blend of competencies comprising technological innovation, process excellence, program management and HR domain expertise is required. Core Duties: * Develop advanced and thoughtful skillsets with Leaders across the enterprise in Performance Management, Resource Planning, Compensation, and Communication. * Lead Patra's Culture, Diversity, and Inclusion programs that incorporate employees on three different continents. * Directly Manage the Human Resources Centers of Excellence (COE) in India. * Talent Acquisition * Learning & Assessment * Total Rewards & Compliance * HR Business Partner * Cultivate effective relationships with direct reports in India. * Work modified schedule with flexible hours (3-days a week) to meet Indian leaders in their shifts. * Develop and enrich Indian HR teams with US based Human Resources thought and theory. * Participate in global human resources strategy development with corporate HR partners * Identify, interpret and explain employment laws and their impact on HR matters in the US and India. * Travel and be present in Patra facilities and locations as required. Minimum Education Requirements: * Bachelor's degree * Human Resources Certification (PHR, SPHR, GPHR, HRMP, HRBP) Knowledge, Skills, and Abilities * Have a progressive, entrepreneurial spirit combined with 8-10 years of successful business partnership at an executive level, with proven success linking HR strategies to the business. * Be a flexible leader who operates at a highly strategic level to design HR solutions for the future, while also managing day-to-day HR matters. * Possess a dual personality consisting of people (culture, onboarding, employee experience) and systems (processes, capabilities, compliance). * Have a deep understanding of foundational HR areas (L&D, compensation, performance management, benefits, payroll, immigration, legal, compliance, employee relations) * Experience building and implementing scalable, high-quality HR solutions across diverse teams, locations, and cultures. * Strong communication/active listening skills and the ability to deal effectively, empathetically, and courteously with all levels of employees and management * Strong understanding of HR processes, HRIS, Self service automation, Shared Services. * Understanding of various employment laws and their impact on HR matters in the US, India and Philippines. * Demonstrated ability to partner within and outside of HR * Knowledge and experience in technology businesses and familiarity with their global HR practices and policies * Unquestioned integrity with assertiveness, presence, and confidence * Excellent influencing skills at all levels in the organization and extreme flexibility to be proactive in a fast paced, ever changing environment. Competence in making timely, effective, principles-based decisions * Tenacity and ability to build from scratch are imperative * Strong written and verbal communication skills, presentation skills; analytical and problem solving abilities Travel Requirements Must be able to travel, including short-term assignments based upon business requirements Physical Requirements* * Constantly perform desk-based computer tasks * Frequent sitting * Extended sitting for International travel * 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 * Frequent travel by all forms of transportation including: flying, driving, car services, trains, buses * 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. Working Conditions * Occasional evening and weekend hours * Internet speed available must be at least 3.0 Mbps 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 About Patra Patra was founded in 2005 to enable insurance agents and brokers to issue certificates faster and more efficiently. In the last decade, much has changed. We still issue certificates for insurance agencies (more than 2.4 million certificates in the last year!), but also our mission has expanded to provide more than 100 distinct services for retail agencies (commercial, personal lines, and employee benefits), MGAs, wholesalers, carriers and more. Today, Patra works with hundreds of agencies, each with a custom mix of services designed to meet the unique needs of the organization. Patra is an independent organization dedicated to providing processing and account service support in the insurance industry. It's that simple. How do we do it? That's simple, too. We're successful because of our Good People, Innovative Approach, and Proven Results. LOCATION El Dorado Hills, CA COMPENSATION Competitive Salary / Benefits / PTO Thank you for your interest and submitting your resume; we will only be responding to candidates selected for interviews.
Patra Corp Austin, TX, USA
Jan 17, 2020
Full time
The Director is accountable for delivering high quality and efficient service to our customers through the day-to-day oversight of a dedicated account management team. This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Patra's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Secures existing business and drives the sale of additional services and lines of coverage. Collaborates with business unit counterparts and cultivates relationships with Patra's leadership team. Core Duties*: · Management responsibility for the hiring, performance and salary reviews, promotions and disciplinary matters for direct reporting employees. · Develops individual goals and objectives linked to the department business plan. · Monitors on-going employee performance and communicates feedback on goal achievement and job responsibilities. · Provides developmental, training, coaching and mentoring opportunities for direct reports. * - Other duties may also be assigned Minimum Requirements: Education & Experience: Bachelor's degree and three years of relevant experience in administrative management, or 7-10 years of property and casualty insurance related experience. Experience in managing large teams preferred. Knowledge, Skills and Abilities: · Proficiency with core insurance coverages · Demonstrates ability to communicate effectively and professionally with clients and internal staff · Demonstrates a sense of urgency, initiative, responsiveness, and attention to detail · Must be able to maintain the highest level of confidentiality · Demonstrates exceptional organizational skills by handling multiple tasks simultaneously and meeting commitments · Exhibits a high level of positivity, energy and teamwork orientation · Proficient in using technology as a tool to maximize productivity and quality Strong negotiation and effective interpersonal skills Solid analytical and problem-solving skills Subject matter expertise for area(s) of responsibility Able to keep abreast of general industry knowledge and trends Certifications and Licenses: Active P&C license required 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. WORKING CONDITIONS: Occasional evening and weekend hours 25% domestic travel, international travel on occasion 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
Patra Corp Las Vegas, NV, USA
Jan 17, 2020
Full time
The Director is accountable for delivering high quality and efficient service to our customers through the day-to-day oversight of a dedicated account management team. This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Patra's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Secures existing business and drives the sale of additional services and lines of coverage. Collaborates with business unit counterparts and cultivates relationships with Patra's leadership team. Core Duties*: · Management responsibility for the hiring, performance and salary reviews, promotions and disciplinary matters for direct reporting employees. · Develops individual goals and objectives linked to the department business plan. · Monitors on-going employee performance and communicates feedback on goal achievement and job responsibilities. · Provides developmental, training, coaching and mentoring opportunities for direct reports. * - Other duties may also be assigned Minimum Requirements: Education & Experience: Bachelor's degree and three years of relevant experience in administrative management, or 7-10 years of property and casualty insurance related experience. Experience in managing large teams preferred. Knowledge, Skills and Abilities: · Proficiency with core insurance coverages · Demonstrates ability to communicate effectively and professionally with clients and internal staff · Demonstrates a sense of urgency, initiative, responsiveness, and attention to detail · Must be able to maintain the highest level of confidentiality · Demonstrates exceptional organizational skills by handling multiple tasks simultaneously and meeting commitments · Exhibits a high level of positivity, energy and teamwork orientation · Proficient in using technology as a tool to maximize productivity and quality Strong negotiation and effective interpersonal skills Solid analytical and problem-solving skills Subject matter expertise for area(s) of responsibility Able to keep abreast of general industry knowledge and trends Certifications and Licenses: Active P&C license required 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. WORKING CONDITIONS: Occasional evening and weekend hours 25% domestic travel, international travel on occasion 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
Patra Corp Milwaukee, WI, USA
Jan 17, 2020
Full time
The Director is accountable for delivering high quality and efficient service to our customers through the day-to-day oversight of a dedicated account management team. This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Patra's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Secures existing business and drives the sale of additional services and lines of coverage. Collaborates with business unit counterparts and cultivates relationships with Patra's leadership team. Core Duties*: · Management responsibility for the hiring, performance and salary reviews, promotions and disciplinary matters for direct reporting employees. · Develops individual goals and objectives linked to the department business plan. · Monitors on-going employee performance and communicates feedback on goal achievement and job responsibilities. · Provides developmental, training, coaching and mentoring opportunities for direct reports. * - Other duties may also be assigned Minimum Requirements: Education & Experience: Bachelor's degree and three years of relevant experience in administrative management, or 7-10 years of property and casualty insurance related experience. Experience in managing large teams preferred. Knowledge, Skills and Abilities: · Proficiency with core insurance coverages · Demonstrates ability to communicate effectively and professionally with clients and internal staff · Demonstrates a sense of urgency, initiative, responsiveness, and attention to detail · Must be able to maintain the highest level of confidentiality · Demonstrates exceptional organizational skills by handling multiple tasks simultaneously and meeting commitments · Exhibits a high level of positivity, energy and teamwork orientation · Proficient in using technology as a tool to maximize productivity and quality Strong negotiation and effective interpersonal skills Solid analytical and problem-solving skills Subject matter expertise for area(s) of responsibility Able to keep abreast of general industry knowledge and trends Certifications and Licenses: Active P&C license required 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. WORKING CONDITIONS: Occasional evening and weekend hours 25% domestic travel, international travel on occasion 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
Patra Corp Flint, MI, USA
Jan 10, 2020
Full time
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 Protect confidentiality of information Other duties as assigned Fluent in Spanish Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License Fluent in Spanish 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 a self-starter, creative, and a problem solver Must be detailed 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 Working Conditions Work from home Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite 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
Patra Corp Salt Lake City, UT, USA
Jan 10, 2020
Full time
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 Protect confidentiality of information Other duties as assigned Fluent in Spanish Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License Fluent in Spanish 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 a self-starter, creative, and a problem solver Must be detailed 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 Working Conditions Work from home Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite 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
Patra Corp Tucson, AZ, USA
Jan 10, 2020
Full time
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 Protect confidentiality of information Other duties as assigned Fluent in Spanish Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License Fluent in Spanish 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 a self-starter, creative, and a problem solver Must be detailed 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 Working Conditions Work from home Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite 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
Patra Corp Eugene, OR, USA
Jan 10, 2020
Full time
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 Protect confidentiality of information Other duties as assigned Fluent in Spanish Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License Fluent in Spanish 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 a self-starter, creative, and a problem solver Must be detailed 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 Working Conditions Work from home Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite 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
Patra Corp Denver, CO, USA
Jan 10, 2020
Full time
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 Protect confidentiality of information Other duties as assigned Fluent in Spanish Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License Fluent in Spanish 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 a self-starter, creative, and a problem solver Must be detailed 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 Working Conditions Work from home Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite 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
Patra Corp Allentown, PA, USA
Jan 10, 2020
Full time
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 Protect confidentiality of information Other duties as assigned Fluent in Spanish Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License Fluent in Spanish 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 a self-starter, creative, and a problem solver Must be detailed 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 Working Conditions Work from home Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite 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
Patra Corp Birmingham, AL, USA
Jan 10, 2020
Full time
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 Protect confidentiality of information Other duties as assigned Fluent in Spanish Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License Fluent in Spanish 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 a self-starter, creative, and a problem solver Must be detailed 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 Working Conditions Work from home Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite 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
Patra Corp Lincoln, NE, USA
Jan 10, 2020
Full time
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 Protect confidentiality of information Other duties as assigned Fluent in Spanish Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License Fluent in Spanish 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 a self-starter, creative, and a problem solver Must be detailed 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 Working Conditions Work from home Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite 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
Patra Corp Spokane, WA, USA
Jan 10, 2020
Full time
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 Protect confidentiality of information Other duties as assigned Fluent in Spanish Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License Fluent in Spanish 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 a self-starter, creative, and a problem solver Must be detailed 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 Working Conditions Work from home Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite 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