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Commercial Lines Client Consultant

Company: Patra Corp
Location: San Diego
Posted on: August 3, 2020

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 Client Consultant manages and works with customers to manage implementation process for any new services with assistance from support team in the U.S. & India; is accountable & responsible for effective coordination, training, and delivering high quality/efficient service to our customers; and interacts effectively with multiple layers of client's staff, serves as primary contact/liaison during the implementation process, ensures work consistency, and standards meet/beat client expectations. --Successful candidate will be a self-starter, well organized, highly detailed with excellent communication skills and will provide consistent/professional customer service; must have solid employee benefits knowledge including retail insurance agency experience, ability to write and understand workflows/processes, and knowledge & understanding of software used; and will maintain our goals & ensure we are meeting the needs & demands of our clients at the highest level of service, quality, & responsiveness.------Core Duties---- Lead implementations / manage ongoing implementations / optimization of Patra services---- Provide effective utilization, support, guidance, training, & mentoring to India teams---- Advise/consult with clients to aid them in having more efficiency, profitability, and scalability---- Manage/ensure operation teams meet service standards, turnaround, and response times---- Track, facilitate, and manage issues reported including diagnosing and bringing resolution---- Respond swiftly in managing inquiries, concerns, and requests from clients---- Knowledge/understanding of technology-based tools and solutions in the insurance industry---- Use analytical and critical thinking in work processes and communication skills---- Manage, respond, and sustain existing & new revenue for services provided for clients---- Use time management and organizational skills---- Protects confidentiality of information learned by performing duties of the position---- Other duties as assigned--Minimum Requirements - Education and Experience---- Bachelor's degree and 5 years of relevant experience in administrative and Property & Casualty business management/retail insurance OR---- 7 to 10+ years of Property & Casualty insurance related experience/retail insurance agency------Knowledge, Skills, and Abilities---- Knowledgeable in Property & Casualty insurance coverages, insurance agency management systems, and other software used---- Ability to write workflows & maintain documentation---- Experience in resolving client issues---- Ability to communicate effectively and professionally---- Demonstrates a sense of urgency, initiative, responsiveness, & attention to detail---- Must be able to maintain the highest level of confidentiality---- Exceptional organizational skills handling multiple tasks simultaneously & meeting commitments---- Exhibits a high level of positivity, energy and teamwork orientation---- Proficient in using technology as a tool to maximize productivity and quality---- Strong negotiation, effective interpersonal skills, solid analytical, and problem-solving skills---- Subject matter expertise for area(s) of responsibility---- Stay abreast of general industry knowledge and trends---- Ability to work independently and in teams---- Positive Attitude--Certifications and Licenses---- Active Property & Casualty license required--Working Conditions---- Work from home with up to 25% travel throughout the United States---- 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

Keywords: Patra Corp, San Diego , Commercial Lines Client Consultant, Professions , San Diego, California

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