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Commercial Lines Account Manager at Patra Corp in Clarksville, Tennessee

Posted in Other 30+ days ago.

Type: Full Time

Job Description:


About Patra

Patra Corporation is the worldwide leader in insurance agency 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 producer support functions, such as policy checking, certificate issuance, quality control and account audits, to operations centers in the U.S. and India.

About this job

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

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 detail 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


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