Careers

You’re invited to join us as we make careers in insurance fun again. A career at Patra will be rewarding as you join a fast-paced team focused on delivering results for our customers. Check out the positions listed below and choose what’s right for you!

If no positions are listed, we are not currently hiring - thank you for your interest!

  • USA - Client Consultant

    Job Purpose

    The Client Consultant manages and works with Patra’s On Demand customers, which are mainly US based. S/he completely manages the customer relationship with the assistance of a support team in the US and India; and, is accountable and responsible for effective coordination, training, implementation as well as delivering high quality and efficient service to our customers through the day-to-day oversight of these teams. The Client Consultant interacts effectively with multiple layers of client’s staff and serves as primary contact/liaison to ensure ongoing work consistency and standards meet/beat client expectations. A critical component of the position is the training and effective utilization of Patra’s established India teams.

     

    Core Duties

    • Training and effective utilization of Patra’s established India teams
    • Effective oversite of work flows and work processed for new and existing clients
    • Advise and consult with clients to make their business more efficient, profitable and scalable
    • Demonstrate everyday expert Property and Casualty knowledge
    • Manage and ensure operation teams meet service standards, turnaround and response times
    • Track, facilitate, and manage issues/problems that are reported including diagnosing and bringing resolution
    • Deliver excellent customer service by responding swiftly and managing inquiries, concerns and requests from clients
    • Maintain knowledge and understanding of technology-based tools and solutions in support of the insurance industry
    • Use analytical and critical thinking in work processes and communication skills
    • Manage, respond and sustain existing and new revenue for services provided for clients including soliciting new services as well as billing/invoicing and inquiries by clients
    • Use time management and organizational skills
    • Protect confidentiality of information learned by performing duties of the position
    • Provide support, guidance, training and mentoring to India teams
    • Other duties as assigned

     

    Minimum Requirements - Education and Experience

    Bachelor’s degree and five years of relevant experience in administrative and Property and Casualty business management OR 7 to 10+ years of Property and Casualty insurance-related experience.

     

    Knowledge, Skills, and Abilities

    • Proficiency with core Property and Casualty insurance coverages
    • Knowledgeable in agency management and electronic document management systems
    • Knowledgeable in writing workflows and maintaining documentation
    • Demonstrated experience in resolving client issues
    • Must have excellent computer/internet skills
    • Must have excellent Microsoft Outlook, Excel, PowerPoint and Word skillset
    • Demonstrates ability to communicate effectively and professionally with clients and internal staff
    • Demonstrates a sense of urgency, initiative, responsiveness and attention to detail
    • Must be able to maintain the highest level of confidentiality
    • Demonstrates exceptional organizational skills by handling multiple tasks simultaneously and 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 and effective interpersonal skills
    • Solid analytical and problem-solving skills
    • Subject matter expertise for area(s) of responsibility
    • Able to keep abreast of general industry knowledge and trends

     

    Certifications and Licenses

    Active Property & Casualty license required

     

    Travel Requirements

    Up to 25% travel throughout the United States

     

    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
    • Frequent travel by all forms of transportation including: flying, driving, car services, trains, buses

    * Consistent with its obligations under the law, Patra will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

     

    WORKING CONDITIONS

    Occasional evening and weekend hours.

    Internet speed available must be at least 3.0 Mbps.

     

    WORK STANDARDS

    • Interpersonal skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
    • Promote a culture of respect and 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 policies and procedures.

     

    LOCATION

    Work from home.

     

    COMPENSATION

    Competitive salary/benefits/PTO

    Principals only, NO recruiters.

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