Patra Corporation

Account Manager

• Serve as the main point of contact for assigned small employee benefits accounts
• Handle day-to-day servicing of accounts
• Maintain and retain business by coordinating resources for new business and renewals
• Develop and maintain relationships with clients, carriers, team members, India team, and Implementation Consultants
• Manage customer service in accordance with Patra and agency procedures
• Manage policy retention
• Promote growth through account rounding and new business
• Maintain clients and policies in the agency management system
• Utilize the India team for established workflows
• Advise clients on policy coverages, changes, exclusions, and insurance needs
• Respond to inquiries within 24 hours and return phone calls the same day
• Monitor market conditions and technical knowledge of products and tools
• Identify efficiency improvements and revenue opportunities
• Maintain a paperless workflow
• Perform other assigned duties

Explore Employee Benefits Account Manager at Patra Corporation. Review requirements and application details.

Employee Benefits Account Manager

• Serve as the primary contact and liaison with clients
• Manage day-to-day servicing, renewals, and new business
• Manage an agreed-upon book of business proactively and efficiently
• Utilize the India team to support workflows
• Develop and maintain relationships with clients, carriers, team members, India team, and Implementation Consultants
• Service and manage all aspects of customer service for clients
• Manage retention for service center, non-service center, and surplus lines
• Promote growth through account rounding and new business
• Maintain clients and policies in the agency management system
• Make recommendations about policy coverages, changes, exclusions, and insurance coverage needs
• Respond to inquiries, concerns, emails, and faxes within 48 hours and return phone calls the same day
• Stay abreast of market conditions and technical knowledge of products and tools
• Identify and communicate efficiency improvements and revenue opportunities to the Manager
• Maintain a paperless workflow
• Provide monthly recaps to agencies by the 10th of each month
• Ensure expiration lists are in SharePoint using the correct template and format
• Perform other duties as assigned

Explore Personal Lines Account Manager at Patra Corporation. Review requirements and application details.

Open roles

Employee Benefits Account Manager

Personal Lines Account Manager