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Houston, Texas Full Time Posted: Wednesday, 14 August 2019
 
 
Applicants must be eligible to work in the specified location

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


Houston, Texas, United States of America
Patra Corp
Patra Corp
JS1155161598/741272948
8/14/2019 6:10:11 PM

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