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!

To apply for a position, please send your cover letter and resume to patracareers@patracorp.com

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

  • USA - P&C New Business Fulfillment Executive (work from home)

    Job Purpose

    Our company sales team is seeking results driven, interpersonal savvy individual to support the growth of our commercial lines sales initiatives.  This is an inside commercial lines sales position where referrals and leads are provided.  There is no cold calling or lead generating activities.   The responsibilities include new business placement, coverage recommendations, pricing negotiations, and working with clients to troubleshoot situations.  This individual will also be responsible for analysing and assessing complex insurance coverage issues where necessary.   We are committed to providing positive and quality customer service in all areas and ensuring timely delivery and accurate work/service.  We want individuals who will maintain our goals/commitment as well as ensure we are meeting the needs and demands of our prospects/clients at the highest level of service, quality, and responsiveness.

    Core Duties

    • Provide excellent customer service to prospects
    • Promptly respond to assigned referrals and leads
    • Secure necessary information and data from prospect to obtain quotes
    • Enter client information and exposure information into agency management system
    • Understand and have ability to explain coverages and provide recommendations
    • Knowledgeable of insurance carriers and using carrier websites for quoting/rating
    • Ability to troubleshoot situations that arise
    • Close the deal and bind the desired insurance coverages

    Minimum Requirements – Education, Experience, Certifications/Licensing

    • 3+ years of Commercial Lines Retail Insurance Experience
    • Current Property and Casualty insurance license

    Knowledge, Skills, and Abilities

    • Proficiency, understanding, and working knowledge of commercial lines coverages
    • Ability to demonstrate a high level of proficiency with carrier online platforms
    • Ability to communicate effectively and professionally with both external and internal clients
    • Demonstrate a sense of urgency, initiative, responsiveness, and attention to detail
    • Motivated, positive attitude, and self-starter
    • Ability to work independently and in teams
    • Ability to be consultative and present to clients
    • Proven ability to handle multiple tasks simultaneously and exceptional organizational skills
    • Ability to meet deadlines required
    • Proficiency in processing and following workflow documentation
    • Proficiency in working on agency management systems / software
    • Proficiency in Microsoft Outlook, Word, PowerPoint, and Excel as well as Internet applications
    • Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available

    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.

    Working Conditions

    • Work from home
    • Internet speed minimum
      • 6.0 mbps download / 3.0 mbps upload
      • No satellite

    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

    LOCATION

    Work from Home

    COMPENSATION

    Competitive Salary / Benefits / PTO

     

    Thank you for your interest; should you submit your resume please note that we only respond to candidates selected for interviews.

  • USA - P&C Client Consultant (work from home)

    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.

     

    Since we can only respond to candidates selected for interviews, we want to take this opportunity to thank you for your interest and submitting your resume.

  • El Dorado Hills, CA - Document Processor

    Job Purpose

    Our company provides back-office support for insurance agencies. Our print and fulfillment department is responsible for formatting, printing and mailing insurance documents for our customers, as well as scanning and other services. We’re seeking Document Processors to add to our team. We’re looking for detail-oriented people who enjoy working as part of a team in a friendly, casual and fast-paced environment. This position is hourly, non-exempt, and full-time (M-F), requiring occasional overtime.  We work hard but also have fun!

    We’re not a typical printing operation. Our staff doesn’t work in a warehouse environment. All our printing and mailing is done in an office environment, where all team members get to perform all tasks.  The Document Processor is responsible for ensuring that all print jobs are processed each day.  In this role, it is expected that all work assigned and performed is to be completed accurately, in a timely fashion, and delivered with high quality.

     

    Responsibilities

    • Print and track electronic files using specialized software
    • Check printed documents for accuracy
    • Scan and log incoming customer mail
    • Use other specialized software programs and equipment
    • Communicate and coordinate with remote staff
    • Log and track information
    • Use folder/inserter machine to stuff envelopes as well as fold/stuff envelopes by hand as required
    • Use meter machine to apply postage
    • Prepare items for shipping
    • Keep equipment and work/supply areas stocked and organized
    • Additional tasks as needed

     

    Minimum Requirements

    • Extreme attention to detail and high level of focus
    • Ability to work quickly and efficiently while maintaining a high level of accuracy
    • Experience with computers, including Microsoft Office, email and working with PDF files
    • Ability to work according to established processes
    • Ability to work under direct supervision as part of a team, or individually, as needed
    • Good communication skills
    • Proactive and self-directing
    • Ability to follow written and verbal instructions
    • Reliable and responsible
    • Ability to be on your feet for periods of time
    • Ability to lift up to approximately 40lbs
    • Preferred, but not required: Previous experience working with office or mailroom equipment (e.g., printers/copiers, postage meters, folder/inserters, etc.)
    • Preferred, but not required: Previous experience with Fiery software

     

    PHYSICAL REQUIREMENTS*

    • Performing desk-based computer tasks and printing
    • Frequent standing and moving around
    • Daily stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh up to 40 pounds*
    • Sort/file paperwork, frequently 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.

     

    WORKING CONDITIONS

    Office work

    7:30 a.m. to 4:30 p.m. Monday through Friday

     

    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.

     

    COMPENSATION

    $13 to $15 per hour, DOE.

    We provide comprehensive benefits, including health insurance, disability, 401(k) and PTO.

     

    Thank you for your interest and submitting your resume; we will only be responding to candidates selected for interviews.

  • Fallon, NV - Insurance Trainee

    Career Opportunity!

    Patra Corporation is starting another group of Insurance Trainees at its Insurance Career Training office in Fallon, Nevada to find and train great people to join our dynamic company in servicing insurance clients. We are among the nation's largest and fastest growing companies in the insurance industry. Patra Training Centers introduce new talented people to our business and help them establish a stable career in the insurance industry.

    Why Fallon?

    We open our centers in Military Base towns for two reasons

    • We support our people in uniform ( http://patraproud.org )
    • Patra's Military Families love the job because it moves with them from base to base

    We hire many folks not attached to the military too, so please apply.

     

    The Value Proposition

    • Patra will pay you while you train and learn the business of insurance in servicing insurance clients and policies
    • Patra will prep and pay for you take the state Property and Casualty Licensing exam including any test materials
    • Patra will offer you a job at the completion of your training
    • This program will require hard work, a great attitude, and an administrative and customer service skill set
    • Candidate Qualifications
    • High school diploma or equivalent
    • Ability to attend an extensive 12-week training program (Monday through Friday each week)
    • Solid computer and office skills
    • Solid grammar in verbal and written communication
    • Good customer service skills
    • Ability to multi-task
    • Strong attention to detail, time management, and decision-making skills

     

    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 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 Corp policies and procedures

     

    About Patra

    Patra was founded in 2005 to enable insurance agents and brokers to issue certificates faster and more efficiently. In the last decade, much has changed. We still issue certificates for insurance agencies (more than 2.4 million certificates in the last year!), but also our mission has expanded to provide more than 100 distinct services for retail agencies (commercial, personal lines, and employee benefits), MGAs, wholesalers, carriers and more. Today, Patra works with hundreds of agencies, each with a custom mix of services designed to meet the unique needs of the organization.

    Patra is an independent organization dedicated to providing processing and account service support in the insurance industry. It's that simple. How do we do it? That's simple, too. We're successful because of our Good People, Innovative Approach, and Proven Results.

    If you are interested in our insurance trainee program, please submit your resume to acctmgrpositions@patracorp.com.

    We offer competitive Salary, Benefits, and PTO

     

    Thank you for your interest and submitting your resume; we will only be responding to candidates selected for interviews.

  • USA - Marketing Associates (work from home)

    Job Purpose

    The Marketing Associate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills that will be responsible for managing Patra’s presence at trade shows and other marketing events as well as build and manage the company’s social media profiles and presence.  This will also include tracking ROI, exploring new ways to engage, and collaborating with others.

    Core Duties*

    • Manage Patra’s presence at trade shows and other marketing events
    • Build and manage the company’s social media profiles and presence, including Facebook, Twitter, LinkedIn, and additional channels that may be deemed relevant
    • Drive consistent, relevant traffic and leads from our social network presence
    • Create shareable content appropriate to spread our brand and our content
    • Explore new ways to engage and identify new social networks to reach our target buyers
    • Track, measure, and analyze all initiatives to report on social media ROI
    • Write various types of articles on a wide range of topics for our blog with content optimized for SEO
    • Provide feedback to other contributors, and editing content
    • Collaborate with designers, product marketers, sales professionals, and external influencers and industry experts to produce relevant content that meets the needs of both key stakeholders and our audience

    *Other duties may also be assigned

     

    Minimum Requirements

    Education & Experience

    • Bachelor's Degree in Marketing or a related field required
    • 2 to 4 years of marketing experience, preferable in a professional services or B2B companies

    Knowledge, Skills, and Abilities

    • Excellent communicator and creative thinker
    • Ability to use both data and intuition to inform decisions
    • Strong analytical and project management skills
    • Confident and dynamic personality
    • A passion and strong understanding of the industry and our business' mission
    • Must have excellent Adobe Creative Suite, content development generation, social media, and blogging skills
    • Writing and editing skills along with the ability to adopt the style, tone, and voice of our business' various types of content 
    • Create product content (e.g. sales enablement documentation, case studies, product videos, website copy, blog posts) to articulate the benefits of our products to the world.

    Travel Requirements:  

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

    *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.

    Working Conditions

    • Occasional evening and weekend hours
    • Internet speed available must be at least 6.0 mbps download and 3.0 mbps upload

    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

    Location

    Work from Home

    Compensation

    Competitive salary / Benefits / PTO

     

    Thank you for your interest and submitting your resume; we will only be responding to candidates selected for interviews.

  • USA - Commercial Lines Account Manager (work from home)

    Job Purpose

    Commercial Lines Account Manager candidate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills, have a solid property and casualty insurance knowledge base and license. Position is responsible and focused on managing the day-to-day on existing small commercial insurance book of business.  The goal is to proactively and efficiently manage existing clients from retention to adding new lines of coverage.

    The Account Manager is responsible for effectively coordinating the efforts of other team members on the book of business as well as new business support and implementation.  The Account Manager serves as the primary contact and liaison with clients to ensure ongoing consistency.  Our commitment to the clients is to provide positive and quality customer service in all areas and ensuring timely delivery and accurate work/service.   

    It is expected that ongoing education will be completed to maintain a high level of performance in this insurance position and to maintain relevant skills.

    Core Duties:

    • Maintain and continue to develop client and company business relationships.
    • Service and Manage all aspects of client service for small commercial clients.
    • Maintain and manage retention for 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 including actions/activities, attachments, initiating email, etc.
    • 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.
    • Deliver good customer service by responding swiftly and managing inquiries, concerns, and requests from incoming phone calls, emails, faxes, and mail from clients.
    • Stays abreast and maintain detailed knowledge of current market conditions and technical knowledge of products available for small commercial business.
    • Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business.
    • Use analytical and critical thinking in work processes and communication skills.
    • Use time management
    • Be self-starter, creative, and problem solver.
    • Identify and communicate areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue with manager.
    • Maintain a paperless workflow.
    • Protects confidentiality of information learned by performing duties of the position.
    • Other duties as assigned

    Minimum Requirements - Education and Experience

    • 7 to 10+ years of Commercial Lines Retail Insurance Experience

    Knowledge, Skills, and Abilities:

    • Current P&C insurance license
    • Experienced user of Agency Management System and Electronic Document Management
    • Must have ability to assume responsibility for resolution of client issues
    • Must be detailed oriented and well organized
    • Must have excellent computer / internet skills
    • Must be proficient in Microsoft Outlook, Excel, and Word as well as Adobe
    • Must be familiar with and have used carrier websites
    • Excellent communications and telephone skills a must
    • Firm working knowledge of commercial property and casualty coverages and services
    • 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
    • Full time position / Monday to Friday
    • Work from home

    Certifications and Licenses

    • Active Property & Casualty license required

    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.

    Working Conditions

    • Work from home
    • Internet speed minimum
      • 6.0 Mbps download / 3.0 Mbps upload
      • No satellite

    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

     

    LOCATION

    Work from Home

    COMPENSATION

    Competitive Salary / Benefits / PTO

     

    Thank you for your interest and submitting your resume; we will only be responding to candidates selected for interviews.

  • El Dorado Hills, CA - Insurance Trainee

    Looking for a New Career? Just Getting Back into the Work Force?
    Come join Patra's rapidly growing team and get paid to start a new career in the insurance industry! You will learn the fundamentals of commercial and personal lines lines, servicing clients and policies, and earn your state Property & Casualty License at no cost to you. As you gain insurance experience and obtain your license, you will have the opportunity to work from home anywhere in the United States for Patra!

    We are looking to find and train great people to join our dynamic company. We are among the nation's largest and fastest growing companies in the insurance industry. Patra's training introduces new talented people to our business and help them establish a stable career in the insurance industry.

    If you are interested in finding out more, come to our informational session on Monday, January 8 at 7:00 p.m. at our corporate headquarters located  at 1107 Investment Blvd, Suite 200, El Dorado Hills, CA 95762

    The Value Proposition
    • Patra will pay you while you train and learn the business of insurance and servicing clients and policies
    • Patra will prep and pay for you take the state Property & Casualty Licensing exam including any test materials
    • Patra's program will require hard work, a great attitude, and a customer service skill set

    Candidate Qualifications
    • High school diploma or equivalent
    • Knowledge and understanding of computer and office skills
    • Strong communication both written and verbal
    • Good customer service skills
    • Ability to multi-task
    • Attention to detail, time management, and decision-making skills

    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 and Safety:
    Demonstrates commitment to personal responsibility, 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.

    About Patra
    Patra was founded in 2005 to enable insurance agents and brokers to issue certificates faster and more efficiently. In the last decade, much has changed. We still issue certificates for insurance agencies (more than 2.4 million certificates in the last year!), but also our mission has expanded to provide more than 100 distinct services for retail agencies (commercial, personal lines, and employee benefits), MGAs, wholesalers, carriers and more. Today, Patra works with hundreds of agencies, each with a custom mix of services designed to meet the unique needs of the organization.

    Patra is an independent organization dedicated to providing processing and account service support in the insurance industry. It's that simple. How do we do it? That's simple, too. We're successful because of our Good People, Innovative Approach, and Proven Results. www.patracorp.com

    If you are interested in our insurance trainee program, please submit your resume to insurancetrainee@patracorp.com.

    We offer competitive Salary, Benefits, and PTO

     

    Thank you for your interest and submitting your resume; we will only be responding to candidates selected for interviews.

  • USA - Employee Benefit Client Consultant (work from home)

    Job Description

    The Employee Benefit Client Consultant manages and works with Patra’s On Demand customers which are mainly US based.  S/he manages the customer relationship completely 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.

    Successful candidate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills, have a solid employee benefits knowledge base, knowledge and understanding of employee benefits workflow and processing as well as ability to write workflows, knowledge and understanding of agency management systems, retail employee benefit insurance agency experience, managing client accounts, and providing consistent and professional customer service.  

    We’re looking for a team member who will maintain our goals as well as ensure we are meeting the needs and demands of our clients at the highest level of service, quality, and responsiveness.

     

    Core Duties

    • Effective oversite of workflows and work processed for new and existing clients
    • Training and effective utilization of Patra’s established India Teams
    • 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 good 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
    • Collaborate and make recommendations to client about workflow and workflow documentation
    • 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
    • Protects 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

    • Current Life and Health insurance license for the state in which you reside
    • Minimum of 5 to 7 years’ retail insurance agency / retail broker employee benefits experience

     

    Knowledge, Skills, and Abilities

    • Proficiency with core Life and Health insurance coverages
    • Knowledgeable in insurance agency management system and electronic document management systems
    • Knowledgeable in writing workflows and maintaining documentation
    • Firm working knowledge and understanding of employee benefits, health plan implementation, and administration as well as practical experience in regulatory issues such as ERISA, COBRA, HIPPAA, and both state and federal regulations specific to health insurance nationwide
    • 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
    • Ability to work independently and in teams
    • Attention to detail, self-starter, and motivated
    • Positive attitude

     

    Travel Requirements

    • Work from home with 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, 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.

     

    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
    • 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

     

    LOCATION

    Work from Home

     

    COMPENSATION

    Competitive Salary / Benefits / PTO

     

    Thank you for your interest and submitting your resume; we will only be responding to candidates selected for interviews.

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