Select Associate Account Manager

Overview Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing Patra offers a wide range of services designed to lower costs reduce risk and improve employee productivity through the transfer of account management and business support functions such as policy checking certificate issuance eligibility processing quality control and account audits to operations centers in the U S and India About this jobThe Select Account Associate Manager supports the Account Manager AM in all aspects of desk management gradually assuming responsibilities to promote into an Associate Account Manager and then an Account Manager position Under direction the Associate supports an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards Develop and maintain relationships with clients carriers team members India team and Client Consultants Manage all aspects of customer service for clients non-service center and surplus lines support growth of existing book through account rounding and new business maintain clients and policies in agency management systems make recommendations to clients about policy coverages changes exclusions and insurance coverage needs The level of employee autonomy increases from junior through senior levels Responsibilities Patra Core Competencies Knows the Business Leads Others Accountable Team Player Job Duties by CompetencyKnows the Business Check policy discrepancy checklists against policies endorsements and applications Advise AM of any changes needed Assist in the renewal process including but not limited to Create applications in agency management system Request renewal changes from insureds Follow up with carrier and or insureds for pertinent information Request quotes from carriers utilizing proper applications and corresponding documentation Prepare quote presentation and details for AMs review Update Node as directed by AM Prepare binders to be sent to the insured for AMs review Activity task cleanup Send certificate requests to the team Process rush certificates needed under 2 hours Respond to India team questions as directed by AM Filing in document management system Process endorsement requests and inquiries from insureds to carriers Assist with finance quote requests and light accounting Research issues as presented by AM and report back findings Adapt to various insurance carrier rating websites Assist in creating Broker of Record letters as directed by the AM pre-filling information Order loss runs from carriers and wholesalers as needed Complete surplus filings with information provided by the AM Maintain a paperless workflow Maintain knowledge of various states insurance guidelines Understand customer challenges and partner to find solutions Special projects as directed by Account Manager or Manager Other duties as assigned Accountable Solve problems quickly and effectively and implement solutions to meet the needs of account manager client Deliver strong customer service by responding swiftly and managing inquiries concerns and requests from incoming phone calls emails faxes and mail from account manager client team Use analytical and critical thinking in work processes and communication skills Identify and communicate to AMs any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue Team Player Forge relationships with account managers and insurance carriers Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business Must be detail-oriented Superior organizational skills Self-Starter Excellent verbal and written communication skills Interpersonal Skills Demonstrates the ability to work well with Patra colleagues and clients and with external organizations Excellent computer internet Microsoft skills Excellent time management skills 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 Qualifications 1-5 years of Commercial Lines Retail Insurance Experience Possess current and active P C license Accurate data entry Excellent typing skills Compliance Subject to and expected to comply with all applicable Patra Corp policies and procedures Working Conditions Work from home Minimum internet speed of 6 mbps download and 3 mbps upload no satellite Subject to and expected to comply with all applicable Patra Corp policies and procedures 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 Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees