Patra Corp

Patra Corp Lincoln, NE, USA
Aug 17, 2019
Full time
The Insurance Implementation Analyst needs to be solutions-focused individual who is a clear communicator with experience in an analyst role as well as being a self-starter, well organized, and highly detailed. This role will be primarily property and casualty focused; and will need a solid understanding of property and casualty insurance knowledge base. Individual will work cross-functionally across all areas of the organization in obtaining a well-rounded understanding of what our divisions are asking for and to determine if we have the ability to deliver it within the constraints of our environment as well as creating, maintaining, and updating documentation. Core Duties Translate stakeholder input into meaningful business requirements Present and/or discuss project scope across all levels of the organization Ability to take business requirements and turn into stories that the scrum team can deliver against Work cross-functionally across all areas of the organization - insurance, pricing, underwriting, claims, developers, insights, legal, product, user experience designers and other subject matter experts Use analytical and critical thinking Well-rounded understanding of the "ask" along with the ability to deliver it within the constraints of our environment Employ the appropriate technical tools, which are ever evolving, in all facets Use time management and organizational skills to coordinate multiple streams of work at one time Identify opportunities to improve operations, processes, and deliver improvements Manage, create, and maintain documentation on products and processes Coordinate rollouts of features projects and product lines as well as lead projects and feature teams Maintain knowledge and understanding of technology-based tools and solutions Develop and maintain solid relationships Other duties as assigned Minimum Requirements - Education and Experience 5 to 7+ years of Property & Casualty Insurance Experience Bachelor's Degree in Technology, Engineering, Business/Economics, Science, or Mathematics or similar fields Proven experience in analyst role Knowledge, Skills, and Abilities Excellent analytical skills Solutions focused Solid project management skillset Manage dependencies, risks, and timelines Superior stakeholder management and relationship building skills Solid ability to plan in advance across multi-project deliverables Ability to execute with a high degree of independence and flexibility Excellent listening, verbal, and written communication skills Skilled in how to articulate and have difficult conversation as warranted Commitment to continually improving knowledge of registry systems and policy administration systems Willingness to keep abreast of knowledge and understanding of the insurance industry, technology available and how it can be applied to services / processes / offerings provided Must have excellent computer, internet, and Microsoft Outlook, Excel, and Word skillset Ability to resolve issues/problems independently Working Conditions Work from Home Minimum internet speed requirements 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 El Dorado Hills, CA, USA
Aug 17, 2019
Full time
The IT Manager will be organized and efficient in our growing organization. Individual will be responsible for the management of information technology and computer systems; planning, organizing, controlling, and evaluating IT; and electronic data operations including implementation and maintenance. Individual will manage IT staff and communication of job expectations and appraise their performance. Successful candidate will have solid IT knowledge and experience, be a self-starter, well organized, highly detailed, and have excellent communication skills. Individual will maintain our goals and ensure we are meeting the needs and demands of our internal and external clients at the highest level of service, quality, and responsiveness. Core Duties • Maintain, design, develop, implement, and coordinate systems, policies, and procedures • Ensure security of data, network access, and backup systems • Analyze business needs presented by user needs and system functionality along with recommending solutions and timeline • Maintain effectiveness and efficiency by defining, delivering, and supporting strategic plans • Regularly audit systems and assess their outcomes • Preserve assets, information security, and control structures • Participate in annual budget and ensure cost effectiveness • Respond swiftly in managing inquiries, concerns, and requests • Work cross divisionally where maintenance and growth needs are identified • Maintain, create, update, and administer disaster plans • Firm working knowledge and understanding of technology and solutions • Use analytical & critical thinking in work processes and communication skills • Protect confidentiality of information learned by performing duties of the position • Other duties as assigned Minimum Requirements - Education and Experience • Minimum of 5 years' experience in information technology management • Minimum of 3 to 5 years' experience in managing staff • BS in Computer Science, MIS, or similar • Linux Administration Experience • Knowledge of Enterprise Storage Systems • Insurance experience a plus Knowledge, Skills, Abilities • Proven working experience as IT manager or relevant experience • Excellent knowledge of technical management, information analysis, and computer hardware / software systems • Expertise in data center management and data governance • Hands-on experience with computer networks, network administration, and network installation • Knowledge and use of security systems • Experience in delegating and managing personnel • Strong problem solving and communication skills • Sense of urgency, initiative, responsiveness, & attention to detail • Maintain highest level of confidentiality • Exhibits a high level of positivity, energy, & teamwork orientation • Positive attitude Working Conditions • Work in Office 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 40 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, clients, and external organizations • Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility & 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 & procedures
Patra Corp Sacramento, CA, USA
Aug 17, 2019
Full time
The IT Manager will be organized and efficient in our growing organization. Individual will be responsible for the management of information technology and computer systems; planning, organizing, controlling, and evaluating IT; and electronic data operations including implementation and maintenance. Individual will manage IT staff and communication of job expectations and appraise their performance. Successful candidate will have solid IT knowledge and experience, be a self-starter, well organized, highly detailed, and have excellent communication skills. Individual will maintain our goals and ensure we are meeting the needs and demands of our internal and external clients at the highest level of service, quality, and responsiveness. Core Duties • Maintain, design, develop, implement, and coordinate systems, policies, and procedures • Ensure security of data, network access, and backup systems • Analyze business needs presented by user needs and system functionality along with recommending solutions and timeline • Maintain effectiveness and efficiency by defining, delivering, and supporting strategic plans • Regularly audit systems and assess their outcomes • Preserve assets, information security, and control structures • Participate in annual budget and ensure cost effectiveness • Respond swiftly in managing inquiries, concerns, and requests • Work cross divisionally where maintenance and growth needs are identified • Maintain, create, update, and administer disaster plans • Firm working knowledge and understanding of technology and solutions • Use analytical & critical thinking in work processes and communication skills • Protect confidentiality of information learned by performing duties of the position • Other duties as assigned Minimum Requirements - Education and Experience • Minimum of 5 years' experience in information technology management • Minimum of 3 to 5 years' experience in managing staff • BS in Computer Science, MIS, or similar • Linux Administration Experience • Knowledge of Enterprise Storage Systems • Insurance experience a plus Knowledge, Skills, Abilities • Proven working experience as IT manager or relevant experience • Excellent knowledge of technical management, information analysis, and computer hardware / software systems • Expertise in data center management and data governance • Hands-on experience with computer networks, network administration, and network installation • Knowledge and use of security systems • Experience in delegating and managing personnel • Strong problem solving and communication skills • Sense of urgency, initiative, responsiveness, & attention to detail • Maintain highest level of confidentiality • Exhibits a high level of positivity, energy, & teamwork orientation • Positive attitude Working Conditions • Work in Office 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 40 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, clients, and external organizations • Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility & 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 & procedures
Patra Corp Sacramento, CA, USA
Aug 17, 2019
Full time
The Personal Lines Customer Care Specialist focus is on customer service, answering inbound calls, and responding to and handling customer requests; and supports personal lines customers and prospects. This is a work from home position. 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, have excellent written and verbal communication skills along with a solid personal lines insurance knowledge and license. Core Duties Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account managers / customers / prospects Adapt to various insurance carrier rating websites Solve problems quickly and effectively and implement solutions to meet the needs of customer / prospect Forge relationships with customer / prospects and insurance carriers Inform, educate, and make suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs Proactively research and have detailed knowledge of current market conditions Maintain knowledge and understanding of technology-based tools and solutions in support of personal lines business Use analytical and critical thinking in work processes and communication skills Maintain a paperless workflow Maintain knowledge of various states insurance guidelines Understand customer challenges and partner to find solutions Identify and communicate to team leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue Other duties as assigned Minimum Requirements - Education & Experience High School Diploma or Equivalent 1 to 3+ years of Personal Lines Experience Active Property & Casualty Insurance License Knowledge, Skills and Abilities 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 detailed oriented and well organized Superior organizational skills and time management Excellent verbal and written communication skills Accurate data entry and excellent typing skills Excellent customer service skills Must have excellent computer / internet skills as well as proficiency in using carrier websites and in Microsoft Outlook, Excel, and Word as well as Adobe 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 El Dorado Hills, CA, USA
Aug 17, 2019
Full time
The IT Manager will be organized and efficient in our growing organization. Individual will be responsible for the management of information technology and computer systems; planning, organizing, controlling, and evaluating IT; and electronic data operations including implementation and maintenance. Individual will manage IT staff and communication of job expectations and appraise their performance. Successful candidate will have solid IT knowledge and experience, be a self-starter, well organized, highly detailed, and have excellent communication skills. Individual will maintain our goals and ensure we are meeting the needs and demands of our internal and external clients at the highest level of service, quality, and responsiveness. Core Duties * Maintain, design, develop, implement, and coordinate systems, policies, and procedures * Ensure security of data, network access, and backup systems * Analyze business needs presented by user needs and system functionality along with recommending solutions and timeline * Maintain effectiveness and efficiency by defining, delivering, and supporting strategic plans * Regularly audit systems and assess their outcomes * Preserve assets, information security, and control structures * Participate in annual budget and ensure cost effectiveness * Respond swiftly in managing inquiries, concerns, and requests * Work cross divisionally where maintenance and growth needs are identified * Maintain, create, update, and administer disaster plans * Firm working knowledge and understanding of technology and solutions * Use analytical & critical thinking in work processes and communication skills * Protect confidentiality of information learned by performing duties of the position * Other duties as assigned Minimum Requirements - Education and Experience * Minimum of 5 years' experience in information technology management * Minimum of 3 to 5 years' experience in managing staff * BS in Computer Science, MIS, or similar * Linux Administration Experience * Knowledge of Enterprise Storage Systems * Insurance experience a plus Knowledge, Skills, Abilities * Proven working experience as IT manager or relevant experience * Excellent knowledge of technical management, information analysis, and computer hardware / software systems * Expertise in data center management and data governance * Hands-on experience with computer networks, network administration, and network installation * Knowledge and use of security systems * Experience in delegating and managing personnel * Strong problem solving and communication skills * Sense of urgency, initiative, responsiveness, & attention to detail * Maintain highest level of confidentiality * Exhibits a high level of positivity, energy, & teamwork orientation * Positive attitude Working Conditions * Work in Office 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 40 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, clients, and external organizations * Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility & 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 & procedures
Patra Corp Sacramento, CA, USA
Aug 17, 2019
Full time
The IT Manager will be organized and efficient in our growing organization. Individual will be responsible for the management of information technology and computer systems; planning, organizing, controlling, and evaluating IT; and electronic data operations including implementation and maintenance. Individual will manage IT staff and communication of job expectations and appraise their performance. Successful candidate will have solid IT knowledge and experience, be a self-starter, well organized, highly detailed, and have excellent communication skills. Individual will maintain our goals and ensure we are meeting the needs and demands of our internal and external clients at the highest level of service, quality, and responsiveness. Core Duties * Maintain, design, develop, implement, and coordinate systems, policies, and procedures * Ensure security of data, network access, and backup systems * Analyze business needs presented by user needs and system functionality along with recommending solutions and timeline * Maintain effectiveness and efficiency by defining, delivering, and supporting strategic plans * Regularly audit systems and assess their outcomes * Preserve assets, information security, and control structures * Participate in annual budget and ensure cost effectiveness * Respond swiftly in managing inquiries, concerns, and requests * Work cross divisionally where maintenance and growth needs are identified * Maintain, create, update, and administer disaster plans * Firm working knowledge and understanding of technology and solutions * Use analytical & critical thinking in work processes and communication skills * Protect confidentiality of information learned by performing duties of the position * Other duties as assigned Minimum Requirements - Education and Experience * Minimum of 5 years' experience in information technology management * Minimum of 3 to 5 years' experience in managing staff * BS in Computer Science, MIS, or similar * Linux Administration Experience * Knowledge of Enterprise Storage Systems * Insurance experience a plus Knowledge, Skills, Abilities * Proven working experience as IT manager or relevant experience * Excellent knowledge of technical management, information analysis, and computer hardware / software systems * Expertise in data center management and data governance * Hands-on experience with computer networks, network administration, and network installation * Knowledge and use of security systems * Experience in delegating and managing personnel * Strong problem solving and communication skills * Sense of urgency, initiative, responsiveness, & attention to detail * Maintain highest level of confidentiality * Exhibits a high level of positivity, energy, & teamwork orientation * Positive attitude Working Conditions * Work in Office 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 40 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, clients, and external organizations * Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility & 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 & procedures
Patra Corp El Dorado Hills, CA, USA
Aug 16, 2019
Full time
The IT Manager will be organized and efficient in our growing organization. Individual will be responsible for the management of information technology and computer systems; planning, organizing, controlling, and evaluating IT; and electronic data operations including implementation and maintenance. Individual will manage IT staff and communication of job expectations and appraise their performance. Successful candidate will have solid IT knowledge and experience, be a self-starter, well organized, highly detailed, and have excellent communication skills. Individual will maintain our goals and ensure we are meeting the needs and demands of our internal and external clients at the highest level of service, quality, and responsiveness. Core Duties •Maintain, design, develop, implement, and coordinate systems, policies, and procedures •Ensure security of data, network access, and backup systems •Analyze business needs presented by user needs and system functionality along with recommending solutions and timeline •Maintain effectiveness and efficiency by defining, delivering, and supporting strategic plans •Regularly audit systems and assess their outcomes •Preserve assets, information security, and control structures •Participate in annual budget and ensure cost effectiveness •Respond swiftly in managing inquiries, concerns, and requests •Work cross divisionally where maintenance and growth needs are identified •Maintain, create, update, and administer disaster plans •Firm working knowledge and understanding of technology and solutions •Use analytical & critical thinking in work processes and communication skills •Protect confidentiality of information learned by performing duties of the position •Other duties as assigned Minimum Requirements - Education and Experience •Minimum of 5 years' experience in information technology management •Minimum of 3 to 5 years' experience in managing staff •BS in Computer Science, MIS, or similar •Linux Administration Experience •Knowledge of Enterprise Storage Systems •Insurance experience a plus Knowledge, Skills, Abilities •Proven working experience as IT manager or relevant experience •Excellent knowledge of technical management, information analysis, and computer hardware / software systems •Expertise in data center management and data governance •Hands-on experience with computer networks, network administration, and network installation •Knowledge and use of security systems •Experience in delegating and managing personnel •Strong problem solving and communication skills •Sense of urgency, initiative, responsiveness, & attention to detail •Maintain highest level of confidentiality •Exhibits a high level of positivity, energy, & teamwork orientation •Positive attitude Working Conditions •Work in Office 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 40 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, clients, and external organizations •Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility & 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 & procedures
Patra Corp Sacramento, CA, USA
Aug 16, 2019
Full time
The IT Manager will be organized and efficient in our growing organization. Individual will be responsible for the management of information technology and computer systems; planning, organizing, controlling, and evaluating IT; and electronic data operations including implementation and maintenance. Individual will manage IT staff and communication of job expectations and appraise their performance. Successful candidate will have solid IT knowledge and experience, be a self-starter, well organized, highly detailed, and have excellent communication skills. Individual will maintain our goals and ensure we are meeting the needs and demands of our internal and external clients at the highest level of service, quality, and responsiveness. Core Duties •Maintain, design, develop, implement, and coordinate systems, policies, and procedures •Ensure security of data, network access, and backup systems •Analyze business needs presented by user needs and system functionality along with recommending solutions and timeline •Maintain effectiveness and efficiency by defining, delivering, and supporting strategic plans •Regularly audit systems and assess their outcomes •Preserve assets, information security, and control structures •Participate in annual budget and ensure cost effectiveness •Respond swiftly in managing inquiries, concerns, and requests •Work cross divisionally where maintenance and growth needs are identified •Maintain, create, update, and administer disaster plans •Firm working knowledge and understanding of technology and solutions •Use analytical & critical thinking in work processes and communication skills •Protect confidentiality of information learned by performing duties of the position •Other duties as assigned Minimum Requirements - Education and Experience •Minimum of 5 years' experience in information technology management •Minimum of 3 to 5 years' experience in managing staff •BS in Computer Science, MIS, or similar •Linux Administration Experience •Knowledge of Enterprise Storage Systems •Insurance experience a plus Knowledge, Skills, Abilities •Proven working experience as IT manager or relevant experience •Excellent knowledge of technical management, information analysis, and computer hardware / software systems •Expertise in data center management and data governance •Hands-on experience with computer networks, network administration, and network installation •Knowledge and use of security systems •Experience in delegating and managing personnel •Strong problem solving and communication skills •Sense of urgency, initiative, responsiveness, & attention to detail •Maintain highest level of confidentiality •Exhibits a high level of positivity, energy, & teamwork orientation •Positive attitude Working Conditions •Work in Office 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 40 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, clients, and external organizations •Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility & 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 & procedures
Patra Corp Sacramento, CA, USA
Aug 16, 2019
Full time
The Personal Lines Customer Care Specialist focus is on customer service, answering inbound calls, and responding to and handling customer requests; and supports personal lines customers and prospects. This is a work from home position. 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, have excellent written and verbal communication skills along with a solid personal lines insurance knowledge and license. Core Duties Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account managers / customers / prospects Adapt to various insurance carrier rating websites Solve problems quickly and effectively and implement solutions to meet the needs of customer / prospect Forge relationships with customer / prospects and insurance carriers Inform, educate, and make suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs Proactively research and have detailed knowledge of current market conditions Maintain knowledge and understanding of technology-based tools and solutions in support of personal lines business Use analytical and critical thinking in work processes and communication skills Maintain a paperless workflow Maintain knowledge of various states insurance guidelines Understand customer challenges and partner to find solutions Identify and communicate to team leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue Other duties as assigned Minimum Requirements - Education & Experience High School Diploma or Equivalent 1 to 3+ years of Personal Lines Experience Active Property & Casualty Insurance License Knowledge, Skills and Abilities 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 detailed oriented and well organized Superior organizational skills and time management Excellent verbal and written communication skills Accurate data entry and excellent typing skills Excellent customer service skills Must have excellent computer / internet skills as well as proficiency in using carrier websites and in Microsoft Outlook, Excel, and Word as well as Adobe 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
Aug 16, 2019
Full time
The Insurance Implementation Analyst needs to be solutions-focused individual who is a clear communicator with experience in an analyst role as well as being a self-starter, well organized, and highly detailed. This role will be primarily property and casualty focused; and will need a solid understanding of property and casualty insurance knowledge base. Individual will work cross-functionally across all areas of the organization in obtaining a well-rounded understanding of what our divisions are asking for and to determine if we have the ability to deliver it within the constraints of our environment as well as creating, maintaining, and updating documentation. Core Duties Translate stakeholder input into meaningful business requirements Present and/or discuss project scope across all levels of the organization Ability to take business requirements and turn into stories that the scrum team can deliver against Work cross-functionally across all areas of the organization - insurance, pricing, underwriting, claims, developers, insights, legal, product, user experience designers and other subject matter experts Use analytical and critical thinking Well-rounded understanding of the "ask" along with the ability to deliver it within the constraints of our environment Employ the appropriate technical tools, which are ever evolving, in all facets Use time management and organizational skills to coordinate multiple streams of work at one time Identify opportunities to improve operations, processes, and deliver improvements Manage, create, and maintain documentation on products and processes Coordinate rollouts of features projects and product lines as well as lead projects and feature teams Maintain knowledge and understanding of technology-based tools and solutions Develop and maintain solid relationships Other duties as assigned Minimum Requirements - Education and Experience 5 to 7+ years of Property & Casualty Insurance Experience Bachelor's Degree in Technology, Engineering, Business/Economics, Science, or Mathematics or similar fields Proven experience in analyst role Knowledge, Skills, and Abilities Excellent analytical skills Solutions focused Solid project management skillset Manage dependencies, risks, and timelines Superior stakeholder management and relationship building skills Solid ability to plan in advance across multi-project deliverables Ability to execute with a high degree of independence and flexibility Excellent listening, verbal, and written communication skills Skilled in how to articulate and have difficult conversation as warranted Commitment to continually improving knowledge of registry systems and policy administration systems Willingness to keep abreast of knowledge and understanding of the insurance industry, technology available and how it can be applied to services / processes / offerings provided Must have excellent computer, internet, and Microsoft Outlook, Excel, and Word skillset Ability to resolve issues/problems independently Working Conditions Work from Home Minimum internet speed requirements 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 Sacramento, CA, USA
Aug 16, 2019
Full time
The Client Consultantmanages and works with customers to manage implementation process for any newservices with assistance from support team in the U.S. & India ; is accountable& responsible for effective coordination, training, and delivering highquality/efficient service to our customers; and interacts effectively with multiplelayers of client's staff, serves as primary contact/liaison during theimplementation process, ensures work consistency, and standards meet/beatclient expectations. Successful candidatewill be a self-starter, well organized, highly detailed with excellentcommunication skills and will provide consistent/professional customer service;must have solid employee benefits knowledge including retail insurance agencyexperience, ability to write and understand workflows/processes, and knowledge &understanding of software used; and will maintain our goals & ensure weare meeting the needs & demands of our clients at the highest level ofservice, quality, & responsiveness. C ore Duties Leadimplementations / manage ongoing implementations / optimization of Patraservices Provideeffective utilization, support, guidance, training, & mentoring to India teams Advise/consultwith clients to aid them in having more efficiency, profitability, and scalability Manage/ensureoperation teams meet service standards, turnaround, and response times Track,facilitate, and manage issues reported including diagnosing and bringingresolution Respondswiftly in managing inquiries, concerns, and requests from clients Knowledge/understandingof technology-based tools and solutions in the insurance industry Useanalytical and critical thinking in work processes and communication skills Manage,respond, and sustain existing & new revenue for services provided forclients Usetime management and organizational skills Protectsconfidentiality of information learned by performing duties of the position Otherduties as assigned Minimum Requirements - Education and Experience Bachelor's degree and 5 years ofrelevant experience in administrative and Property & Casualty businessmanagement/retail insurance OR 7to 10+ years of Property & Casualty insurance relatedexperience/retail insurance agency Knowledge, Skills, andAbilities Knowledgeablein Property & Casualty insurance coverages, insurance agency management systems,and other software used Abilityto write workflows & maintain documentation Experiencein resolving client issues Abilityto communicate effectively and professionally Demonstratesa sense of urgency, initiative, responsiveness, & attention to detail Mustbe able to maintain the highest level of confidentiality Exceptionalorganizational skills handling multiple tasks simultaneously & meetingcommitments Exhibitsa high level of positivity, energy and teamwork orientation Proficient in usingtechnology as a tool to maximize productivity and quality Strong negotiation, effectiveinterpersonal skills, solid analytical, and problem-solving skills Subject matter expertise for area(s)of responsibility Stay abreast of general industryknowledge and trends Ability to work independently and inteams Positive Attitude Certifications and Licenses Active Property & C asualty license required Working Conditions Work from home with upto 25% travel throughout the United States Minimum internet speedof 6 mbps download and 3 mbps upload; No Satellite Compensation Competitive Salary / Benefits /PTO Physical Requirements* Constantly performdesk-based computer tasks Frequent sitting Occasionally stand/walk,writing by hand, use of telephone, lift/carry/push/pull objects that weigh11-20 pounds Sort/file paperwork,rarely twist/bend/stoop/squat * Consistent with itsobligations under the law, the Patra Corp will provide reasonable accommodationto any employee with a disability who requires accommodation to perform theessential functions of his or her job. Work Standards Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients andwith external organizations Promotes Culture ofRespect & Safety: Demonstrates commitment to personal responsibility andvalue for safety and respect; communicates concerns; uses and promotes saferespectful behaviors based on training and lessons learned Subject to and expectedto comply with all applicable Patra Corp policies and procedur es
Patra Corp El Dorado Hills, CA, USA
Aug 10, 2019
Full time
The Sr. Director is a highly processional and experienced product technology professional. This position will have responsibility for developing and executing the overall product strategy and Go-to-Market (GTM) for Patra Cloud. This position will consist primarily of product management functions, but will also contain certain product marketing functions. Responsibilities consist of: Product Roadmap : help develop the Roadmap process and structure; and manage the Roadmap when in place. The Roadmap will be broad in scope and contain/document: active/long-term view of development initiatives, development candidates, business case process for vetting candidates, method to help determine make/buy decisions. GTM Planning and Execution : lead the planning and execution of product launches and overall go-to-market plans for the Services under Patra Cloud. Market and Competitive landscape : establish and maintain a competitive analysis program to support decision-making within the Roadmap and GTM processes. Pricing : lead the development, analysis and implementation of all pricing programs and activities for all Services under Patra Cloud - that optimize Patra revenue and profitability. Financial Performance : responsible for financial perform of Services under Para Cloud. This includes establishing objectives, key performance indicators across the product life-cycle - and reporting of market progress. Service/Product Evangelist : lead in the promotion of the Patra Cloud Services by supporting sales cycles, attend and speak at industry events. Skills: strong quantitative skills with ability to analyze and package/present data for decision-making ability to vet Partners or acquisition candidate - via a well-structured qualitative process ability to work with Technology and Product Development organizations strategic thinker and ability to be creative establish strong and collaborative working relationships with multiple functions across the organization strong ability to execute consistently demonstrate clarify of thought excellent written and verbal communication skills ability to travel Experience & Education : 15+ years of experience technology for Insurance and/or financial services SaaS experience Bachelors Degree with an MBA desired
Patra Corp Tucson, AZ, USA
Aug 02, 2019
Full time
FLUENT SPANISH IS A MUST 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 Stays abreast and maintain detailed knowledge of current market conditions and technical knowledge Maintain knowledge / understanding of technology-based tools and solution 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 Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License 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 self-starter, creative, and 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
Aug 02, 2019
Full time
FLUENT SPANISH IS A MUST 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 Stays abreast and maintain detailed knowledge of current market conditions and technical knowledge Maintain knowledge / understanding of technology-based tools and solution 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 Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License 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 self-starter, creative, and 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 Flint, MI, USA
Aug 02, 2019
Full time
FLUENT SPANISH IS A MUST 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 Stays abreast and maintain detailed knowledge of current market conditions and technical knowledge Maintain knowledge / understanding of technology-based tools and solution 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 Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License 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 self-starter, creative, and 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 Jackson, MS, USA
Aug 02, 2019
Full time
FLUENT SPANISH IS A MUST 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 Stays abreast and maintain detailed knowledge of current market conditions and technical knowledge Maintain knowledge / understanding of technology-based tools and solution 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 Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License 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 self-starter, creative, and 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 Pittsburgh, PA, USA
Aug 02, 2019
Full time
FLUENT SPANISH IS A MUST 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 Stays abreast and maintain detailed knowledge of current market conditions and technical knowledge Maintain knowledge / understanding of technology-based tools and solution 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 Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License 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 self-starter, creative, and 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
Aug 02, 2019
Full time
FLUENT SPANISH IS A MUST 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 Stays abreast and maintain detailed knowledge of current market conditions and technical knowledge Maintain knowledge / understanding of technology-based tools and solution 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 Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License 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 self-starter, creative, and 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
Aug 02, 2019
Full time
FLUENT SPANISH IS A MUST 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 Stays abreast and maintain detailed knowledge of current market conditions and technical knowledge Maintain knowledge / understanding of technology-based tools and solution 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 Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License 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 self-starter, creative, and 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
Aug 02, 2019
Full time
FLUENT SPANISH IS A MUST 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 Stays abreast and maintain detailed knowledge of current market conditions and technical knowledge Maintain knowledge / understanding of technology-based tools and solution 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 Minimum Requirements - Education & Experience 7 to 10+ years of Commercial Lines Retail Insurance Experience Active Property & Casualty Insurance License 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 self-starter, creative, and 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