Direct message the job poster from Patra Corporation
Kurtis Halliwell
Recruiter
If you’re good at what you do, work anywhere. If you’re the best at what you do, come work at Patra! We are leading the way in providing Technology-Enabled Services to the insurance industry. We have a culture first approach that puts inclusivity and work/life balance at the forefront. We do this 100% remotely, always have.
About this job
The Commercial Lines Client Consultant oversees the day-to-day servicing and managing of assigned group of clients and their processes as well as coordination of offshore teams. The Client Consultant candidate needs to be effective at time management and teamwork, possess excellent written and verbal communication skills, be highly adaptable and able to problem solve. This is a work from home position.
Core Duties
Manage Client Relationships: Involvement in service implementations, regular check-in calls, expand and cross-sell services
Manage Processes: Gather and analyze data, create action plan, execute service improvements and efficiencies, monitor average handling and turnaround times, update Job Aids and Workflows, troubleshoot errors/issues
Manage Offshore Teams: Meetings with teams, monitor staffing changes, analyze and resolve production issues, train offshore teams
Invoicing: Review, update and analyze monthly billing reports and deliver to clients. Follow up on account receivables
Stewardships: Presentation creation and delivery of presentation to client
Sales Support: Assist on prospect calls, support sales with concerns/questions, other internal meetings with sales
Corporate Duties: Department monthly meetings, seminars/training on Patra University, IT training, licensing updates, HR requests/updates, submit expenses, other training as scheduled
Mentoring: Mentoring & training Associate Client Consultants, helping peers with questions
Consulting and/or helping with other resources and depts
Projects as assigned
Required Experience
Comprehensive knowledge of various lines of Commercial & Personal Line insurance coverages
Experience working in Agency Management Systems
Property & Casualty license preferred by not required
Knowledge, Skills and Abilities
Time Management/Organization: Prioritizing, Planning, Focus
Teamwork: Collaboration, Active listening, Coordination, Idea exchange
Effective Communication Skills: Oral & written, Strong public speaker, Ability to communicate among multiple levels of an organization, Clarity, Respect, Friendliness, Listening, Engaging & outgoing personality
Adaptability: Flexibility, Self-management, Decision making, Perform well and stay calm under pressure, Optimism
Work Ethic: Integrity & Accountability, Professionalism, Initiative, Self-motivation, Discipline, Commitment
Microsoft Suite Proficient: Excel – creating and evaluating spreadsheets and data, creating and using pivot tables, formulas, formatting, graphs and charts, PowerPoint – collecting, researching, analyzing data and formatting into a presentation, Word – creating/updating Workflows and Job Aids, formatting
Other: Knowledge and experience with various Agency Management Systems, Outlook, Zoom and Power BI is helpful
Working Conditions
Work from home remotely in United States only
Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite
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 Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Consulting, Administrative, and Analyst
Industries
Insurance Agencies and Brokerages and Insurance
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