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 - Personal Lines Account Manager (work from home)

    Job Purpose

    Personal Lines Account Manager candidate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills, have a solid personal lines insurance knowledge base and license. Position is responsible and focused on managing the day-to-day on existing personal lines 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 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 personal lines 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, evidence 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 personal 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 & Experience

    • 5 to 7+ years of Personal Lines Retail Insurance Experience
    • Active Property & Casualty Insurance License

    Knowledge, Skills and Abilities:

    • 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

    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
    • Minimum internet speed of 6 mbps download and 3 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

    COMPENSATION

    • Competitive Salary / Benefits / PTO

     

    Thank you for your interest and submitting your resume; we only respond 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.

    USA - Commercial Lines 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.

    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.

    El Dorado Hills - Finance Admin

    Job Purpose

    Our company is growing and seeking experienced, thoughtful, and fun professionals who enjoy the challenge and opportunities of an innovative, dynamic company.  Candidate will be responsible for daily sorting and opening of mail as well as scanning, tracking electronically; will work and coordinate with accounting team; and be organized, highly detailed, possess good written and verbal communication; and have solid experience in accounting and preferably experience in the insurance industry.

    Core Duties

    • Daily opening and sorting of all physical mail
    • Scan, track and electronically file finance-related mail (e.g. vendor invoices, statements, checks etc)
    • Scan and distribute time-sensitive insurance related documentation to Account Managers
    • Electronically deposit checks received in to associated bank accounts and applying cash in Accounting system
    • Coordinate with other members of the Finance and Operations teams and respond to queries on a timely basis as necessary to follow up on tracking checks and documentation
    • Other ad-hoc tasks as requested

    Minimum Requirements - Education & Experience

    • Minimum 3 years’ experience in finance/accounting role in corporate environment
    • High School Diploma

    Knowledge, Skills, and Abilities

    • Knowledge of Accounts Receivable and Accounts Payable processes and concepts
    • Excellent organizational skills, attention to detail, thoroughness and follow through
    • Strong verbal and written communication skills
    • Good working knowledge of Excel
    • Team player with ability to work through issue resolution and coordinate between multiple internal and external parties
    • Positive and proactive attitude

    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

    • Office Work
    • 5 to 6 hours per day
    • Monday through Friday

    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

    • The position is principally based in our head office in El Dorado Hills, CA

    Compensation

    • Competitive salary / Benefits / PTO

     

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

    El Dorado Hills, CA - Mail Room Production / Document Processor

    Job Description

    The Mail Operation Production position is responsible for ensuring our print and mail production operation is completed each day. This individual should have problem solving skills, be detailed oriented, and who enjoy working as part of a team in a friendly, casual, and fast-paced environment.  These skills are used on work assigned and performed as it needs to be completed accurately, in a timely fashion, and delivered with high quality.

    Core Duties

    • Operation of mail production equipment such as mail inserters and mail postage meters
    • Performing a wide variety of routine mail production activities
    • Manual dexterity and standing to operate equipment
    • Lifting up to approximately 60 lbs.
    • General administrative and office duties such as data entry, filing, and responding to emails
    • 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
    • Prepare items for shipping
    • Keep equipment and work/supply areas stocked and organized
    • Additional tasks as needed

    Knowledge, Skills, and Abilities

    • Self-motivated, team player with strong collaboration skills
    • Professional and proactive
    • Extreme attention to detail and high level of focus
    • Ability to work well in high energy work environment
    • Ability to adjust to changing priorities and task
    • Ability to work quickly and efficiently while maintaining a high level of accuracy
    • Experience with computers 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
    • Good communication skills including following written and verbal instructions
    • Reliable and responsible
    • Preferred, but not required having 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

    Minimum Requirements

    • High School diploma or equivalent
    • Good math, language, and reading skills
    • Proficiency in Microsoft Office (outlook, word, excel, powerpoint)

    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 60 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
    • 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

    Compensation

    • Competitive compensation
    • We offer comprehensive benefits, including health insurance, disability and 401(k)
    • PTO

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

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

    El Dorado Hills, CA - Senior GL Accountant

    Job Purpose

    Our company is growing and seeking experienced, thoughtful, and fun professionals who enjoy the challenge and opportunities of an innovative, dynamic company.  Candidate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communications, and have solid experience in accounting; and preferably experience in the insurance industry.  Position is responsible and focused on working within the accounting / finance team on a wide variety of responsibilities.  This is a hands-on position which has potential for growth and a great career opportunity.

    Core Duties*

    • Maintains accounting ledgers by posting account transactions, monthly journal entries, and performing account reconciliations of the Balance Sheet accounts while adhering to month end schedule
    • Generates and adheres to month end calendar deadlines
    • Generates and reviews monthly revenue and financial reports for submission to senior management
    • Pays invoices by verifying transaction information, coding, obtaining authorization of payment, scheduling and preparing disbursements in banking platform
    • Performs bank reconciliations monthly
    • Resolves account discrepancies by investigating documentation; issuing stop payments, payments, or adjustments and being in constant communication with Account Managers and all other parties involved
    • Directs US and overseas accounting staff on various duties
    • Maintains financial security by following internal accounting controls
    • Maintains financial historical records by organizing accounting documents on shared drive
    • Ad-hoc financial analysis/ problem solving tasks as needed

    *Other duties may also be assigned

    Minimum Requirements - Education & Experience

    • Minimum of 7 years’ experience in a finance/ accounting role
    • Bachelor's Degree in Accounting is preferred
    • Managerial experience / oversight of junior staff a plus
    • Experience coordinating with external auditors preferred
    • Insurance industry background and experience with agency management systems also preferred

    Knowledge, Skills, and Abilities

    • This is a hands-on Accounting position which is expanding as the company grows and diversifies
    • Requires a professional who can be flexible and grow with the company and the associated responsibilities of the role
    • Excellent organizational skills, ability to analyze and reconcile information, attention to detail, thoroughness and follow through
    • Strong verbal and written communication skills
    • Strong proficiency in Excel and comfortable working with large volumes of data
    • Good working knowledge of US GAAP accounting
    • Comfortable working extensively within general ledger systems (Great Plains experience preferred)
    • Team player with ability to work through issue resolution and coordinate between multiple internal and external parties
    • Positive and proactive attitude

    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

    • Office Work
    • 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

    • The position is principally based in our head office in El Dorado Hills, CA
    • Opportunity to work from home is at  management’s discretion

    Compensation

    • Competitive salary / Benefits / PTO

     

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

    El Dorado Hills, CA - National Benefits Practice Leader

    Job Purpose

    Patra is seeking a National Benefits Practice leader to continue the build of our national employee benefits outsourcing business. The foundation has been laid with revenue in the millions and we have just scratched the market. This leader will bring with her/him established relationships in the Wholesale Broker, Retail Agency, Carrier, MGA, and technology industries, and the experience of managing and growing a multi-million-dollar benefits practice.

    Patra Corporation is an established Insurance Business Process Outsourcer “BPO” providing technology enabled solutions and services to our established and growing customer base. Patra services Brokers, MGAs, and Carriers (small, middle and large market) in the Property & Casualty and Life & Health lines.

    Core Duties

    • Responsible for Brand, Strategy and vender (Wholesale Broker, Retail Agency, MGA, Carrier, Technology) relationships
    • Provide thought leadership to our partner firms as they grow their brokerage and consulting business with Patra
    • Create measurement approaches to assess program effectiveness through a variety of quantitative and qualitative tools
    • Lead significant client engagements
    • Mentor and grow consultants in the business to provide bench that keeps pace with the growing business
    • Develop growth strategies with the executive team and board of directors
    • Whiteboard outsourcing solutions with experienced practice leaders
    • Integrate software including AI and Machine Learning into service solutions
    • Utilize the outstanding capabilities of the most experienced and advanced BPO workforce in India
    • Involvement in industry leadership, i.e. Carrier Advisory Panels, Broker Industry groups, and Associations
    • Other duties as assigned

    Minimum Requirements - Education and Experience

    • Bachelor’s degree in Business, Human Resources, or related field of study
    • Life & Health License

    Knowledge, Skills and Abilities

    • Versed in the broad spectrum of employee benefits including elective and executive benefits. Focused, analytical, innovative, consultant and trusted advisor to c-suite and organization leaders
    • Ability to diagnose operational challenges and work collaboratively across organizations to implement creative, impactful solutions that reduce business risk and optimize performance
    • Proven success working in a fast-paced growing company; experience working at a technology company is a plus
    • Broker experience in Small, Middle and Large markets
    • Passion – for the company’s mission
    • Highly energetic personality – a motivator
    • Critical Thinking – strategic and highly analytical
    • Leadership – easily move others to action by planning, motivating, organizing and controlling work being done
    • Interpersonal/Communication Skills – an innate ability to channel different points of view; Able to establish and maintain excellent relationships and credibility quickly; Create team atmosphere with internal staff while achieving key objectives; Excellent consulting skills as well as technical writing and public speaking
    • Professional – unquestionable integrity, credibility, and character; Who has demonstrated high moral and ethical behavior

    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
    • Travel by all forms of transportation - flying, driving, car services, trains, buses - that include long periods of sitting and standing

    * 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
    • International travel
    • Minimum internet speed of 6 mbps download and 3 mbps upload

    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 and office

    COMPENSATION

    • Competitive salary/benefits/PTO

     

    Principals only, NO recruiters

Should You Choose Patra?

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