Commercial Lines Account Manager

Sales & Marketing


Commercial Lines Account Manager

Commercial Lines Account Manager.

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 knowle...

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Patra Corp

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