About Patra

Patra is a leading provider of Technology-Enabled Services to the insurance industry. Patra’s team of global experts allows brokers, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value.

Patra powers insurance processes by optimizing the application of people and technology; supporting insurance organizations as they sell, deliver, and manage policies for their customers.

About this job

Our Property & Casualty licensed Commercial Lines Customer Care Specialist is responsible and focused on managing the day-to-day commercial lines insurance for active clients. This role will take approximately 30-50 calls per day and be responsible for inbound sales and fulfillment. The goal is to proactively and efficiently educate new customers about policy coverages based on their needs and to meet the required targets set forth by our client agreement.

The Customer Care Specialist serves as the primary contact and liaison with clients to ensure ongoing consistency. Our commitment to the client is to provide positive and quality fulfillment in all areas, ensuring timely and accurate product delivery.

The candidate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills, and have a solid personal lines insurance knowledge base.

Core Duties

• Inform, educate, and make suggestions to customer/prospects about policy coverages, changes, exclusions, and insurance coverage needs
• Deliver strong customer service by responding swiftly and managing inquiries, concerns, and requests from incoming phone calls, emails, faxes, and mail from account managers/customers/prospects
• Adapt to various insurance carrier rating websites
• Solve problems quickly and effectively and implement solutions to meet the needs of customer/prospect
• Forge relationships with customer/prospects and insurance carriers
• Proactively research and have detailed knowledge of current market conditions
• Maintain knowledge and understanding of technology-based tools and solutions in support of personal lines business
• Use analytical and critical thinking in work processes and communication skills
• Maintain a paperless workflow
• Maintain knowledge of various states insurance guidelines
• Understand customer challenges and partner to find solutions
• Identify and communicate to team leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue
• Answering inbound calls
• Other duties as assigned

Minimum Requirements - Education & Experience

• High School Diploma or Equivalent
• 1 to 3+ years of Commercial Lines Experience
• Active Property & Casualty Insurance License
• Minimum internet speed of 6 Mbps download and 3 Mbps upload; No Satellite

Compensation & Benefits

• Competitive Salary package / Benefits / PTO

Apply for Direct Insurance Sales OR Service - Property & Casualty - Remote using the link below:

https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=4b66cd90-504b-46aa-8105-f0031ad7466d&ccId=19000101_000001&jobId=207472&lang=en_US&source=CC4

APPLY NOW AND GET A CHANCE TO WORK IN OUR GROWING COMPANY! 😍😍😍