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!

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

    Our company is hiring for a full-time Commercial Lines Account Manager in a work-from-home position, servicing commercial lines with experience in new and renewal business, 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.

    REQUIREMENTS

    • Minimum of 7 years commercial lines insurance experience as Account Manager
    • Current Property & Casualty Insurance license for the state in which you reside
    • Knowledge and understanding of commercial lines insurance coverages and policy forms (occurrence and claims made)
    • Experience with carriers / carrier websites
    • Experience marketing new and renewal business
    • Experience working on an agency management system
    • Proficiency in Microsoft Outlook, Word, and Excel
    • Attention to detail, self-starter, and motivated
    • Good communication skills and a positive attitude

    LOCATION

    Work from home.

    COMPENSATION

    Competitive salary / Benefits / PTO

     

    Principals only, no recruiters

    To apply for this position, send your cover letter and resume to acctmgrpositions@patracorp.com

  • USA - Document Processor (El Dorado Hills, CA)

    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, 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

    • 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, clients and 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

    COMPENSATION

    • $13 to $15 per hour, DOE
    • We provide comprehensive benefits, including health insurance, disability and 401(k)
    • PTO

     

    To apply for this position, send cover letter and resume to acctmgrpositions@patracorp.com.

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

  • USA - Employee Benefit Account Manager

    JOB PURPOSE

    A successful candidate for the Employee Benefit Account Manager role will be a well organized, highly detailed self starter who possesses excellent written and verbal communication skills. This person will have a solid employee benefits knowledge base, an active P&C license and 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. This includes new and renewal business, assisting with and/or conducting annual open enrollment webinars, drafting and distributing client correspondence, assisting with group applications and policy termination notices and ensuring all data is accurately entered into the agency management system. This person will be the main contact for both client and carrier inquiries, assist clients' employees with questions and claim resolution, manage client accounts and provide 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
    • Stay 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 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 as well as 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
    • 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

    Principals only, NO recruiters

    To apply for this position, send cover letter and resume to acctmgrpositions@patracorp.com.

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

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