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 acctmgrpositions@patracorp.com. 

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

  • USA - Client Consultant - P&C (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.

  • USA - Employee Benefits Account Manager (work from home)

    Job Purpose

    A successful candidate for the Employee Benefit Account Manager position will be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills, have a solid employee benefits knowledge base and Life and Health licensed with retail insurance agency experience in a full-time, work-from-home position. 

    The Employee Benefit Account Manager is responsible for servicing employee benefit clients with health plan implementation and administration which includes new and renewal; assisting with and/or conducting annual open enrollment webinars; drafting and distributing client correspondences, communication materials, compliance notices, assisting with group applications and policy termination notices; ensuring client information, plan information, commission splits are accurately entered into the agency management system; main contact for both client and carrier inquiries; assist client’s employees with questions and claim resolution; managing client accounts; and providing customer service consistently and professionally.  

    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

    • Service and manage all aspects of client service for employee benefit clients of retail insurance agencies
    • Maintain and manage retention of clients
    • Maintain and manage client data and policy information in agency management system as well as using carrier websites and other systems
    • Manage and meet service standards, turnaround and response times
    • Deliver excellent customer service by responding swiftly and managing inquiries, concerns, and requests from clients
    • Stays abreast and maintain detailed knowledge of current market conditions and technical knowledge of products available in life and health insurance business and processing
    • Maintain knowledge and understanding of technology based tools and solutions for employee benefits
    • Use analytical and critical thinking in work processes and communication skills
    • Maintain and continue to develop client and company business relationships
    • Use time management and organizational skills
    • Be self-starter, detailed, motivated, creative and a problem solver
    • Protects confidentiality of information learned by performing duties of the position
    • Other duties as assigned

     

    Minimum Requirements - Education and Experience

    MUST HAVE Retail Insurance Agency experience of at least 3 to 5 years’ minimum experience.

     

    Knowledge, Skills, and Abilities

    • Knowledgeable and understanding of employee benefits, health plan implementation and administration
    • Knowledgeable and practical experience in regulatory issues such as ERISA, COBRA, HIPPAA, ACA, HR as well as various state and federal regulations specific to health insurance nationwide
    • Firm working knowledge of life and health coverages and services as well as carriers’ products and contracts for all health, life, and disability lines of coverage nationwide
    • Experienced and knowledgeable in managing and marketing renewal business and new business
    • Experienced and knowledgeable of carriers and carrier websites
    • Experienced with working on an insurance agency management system
    • Excellent listening, verbal, and written communication skills
    • Must have excellent computer and internet skills
    • Must have excellent Microsoft Outlook, Excel and Word skillset
    • Ability to resolve issues/problems independently
    • Willingness to continually upgrade knowledge and understanding of the insurance industry as well as the technology available
    • Must maintain the highest level of confidentiality
    • Able to keep abreast of general industry knowledge and trends
    • Certifications and licenses
    • Active Life and Health 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
    • 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
    • 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

    Company Description

    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.

     

    Job Purpose

    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, 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

    Office work.

    8:00 a.m. to 5:00 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.

     

    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.

  • USA - Junior IT Developer

    Job Purpose

    The Junior Developer needs to be a highly motivated PHP developer and would work on various web related projects. Our ideal candidate would have a strong desire to grow as a developer and broaden his/her skill set while using the latest web technologies to get the product into production. Candidate would ideally need experience in coding secure classes in PHP, writing optimized SQL database queries, creating web pages using HTML (5), CSS (3), JavaScript/jQuery, and Ajax along with setting up and securing servers. Candidate needs to be a quick learner and comfortable multi-tasking and enjoy flexibility to work on all aspects of product development along with the ability and desire to see a project to release.

     

    Core Duties

    • Team oriented, collaborative development
    • Design, develop, test, and fix bugs in code
    • Follow standard coding guidelines and best practices
    • Clear, concise and quick documentation
    • Efficient time management for balancing multiple projects
    • Ability to keep abreast of emerging technologies and applying/using
    • Other duties as assigned / may also be assigned

     

    Minimum Requirements - Education & Experience

    • BS degree in Computer Science or relevant area
    • 3 years’ experience as a software developer
    • 1+ year PHP experience

     

    Knowledge, Skills, and Abilities

    • Proficiency with HTML(5), JavaScript/jQuery, CSS(3)
    • Knowledge and familiarity with the LAMP stack
    • Experience with relational databases and writing queries – preferably MySQL
    • Experience with provisioning and configuring VPS’s
    • Experience with utilizing version control – preferably GIT
    • Ability to communicate effectively and professionally
    • Strong oral and written communications
    • Demonstrates a sense of urgency, initiative, responsiveness, and attention to detail
    • Demonstrates exceptional organizational skills by handling multiple tasks simultaneously and meeting commitments
    • Exhibits a high level of positivity, energy, and teamwork orientation
    • Solid analytical and problem solving 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 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 and 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.

  • USA - IT Help Desk Support

    Job Purpose

    The IT Help Desk support person must be able to provide fast and useful technical assistance and support related to computer systems, hardware, and/or software.  An excellent Help Desk support must have good technical knowledge and be able to communicate effectively to understand the problem and explain its solution.  S/he must also be customer-oriented and patient in dealing with staff.  The Help Desk support will respond to help desk tickets, runs diagnostic programs, isolates problems, runs internet speed checks, set up new computers, and determines and implements solutions.

     

    Core Duties

    • Provide technical assistance and support for incoming help desk tickets and issues related to computers systems, mobile devices, peripherals, printers, scanners, hardware, and/or software.
    • Efficient time management for balancing multiple projects
    • Clear, concise, and quick documentation
    • Ability to keep abreast of emerging technologies and applying/using
    • Other duties as assigned

     

    Minimum Requirements - Education, Experience, Certification

    3 years of help desk experience

     

    Knowledge, Skills, and Abilities

    • Respond and manage help desk tickets
    • Install, modify, and/or repair computer hardware and software
    • Set-up and install necessary programs on hard drive for new users
    • Maintain daily performance of computer systems
    • Run diagnostic programs to resolve issues/problems
    • Install computer peripherals for users
    • Proficient in Windows PC, Windows operating systems, and Office Suite
    • Basic knowledge of network and security fundamentals
    • Follow up to ensure issues/problems have been resolved
    • Ability ask questions as to nature of issues/problems
    • Ability to walk user through the problem-solving process
    • Strong oral and written communications
    • Demonstrates a sense of urgency, initiative, responsiveness, and attention to detail
    • Demonstrates time management and organizational skills by handling multiple tasks simultaneously and meeting commitments
    • High level of positivity, energy, and teamwork orientation
    • Solid analytical and problem solving 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, 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, 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 policies and procedures.

     

    Location

    Work from home.

    Compensation – competitive salary, benefits and 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.

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