Overview
If you’re good at what you do, work anywhere. If you’re the best at what you do, come work at Patra! We are leading the way in providing Technology-Enabled Services to the insurance industry. We have a culture first approach that puts inclusivity and work/life balance at the forefront. We do this 100% remotely, always have.
About this job
Our Property & Casualty licensed Personal Lines OR Commercial Lines Customer Care Specialist is responsible and focused on managing the day-to-day on personal lines OR commercial lines insurance for active client. This role will take approximately 30-50 calls per day and be responsible for inbound sales and fulfillment. The goal is to proactively and efficiently educate new customers about policy coverages based on their needs, and to meet the required targets set forth by our client agreement.
The Customer Care Specialist serves as the primary contact and liaison with clients to ensure ongoing consistency. Our commitment to the client is to provide positive and quality fulfillment in all areas, ensuring timely and accurate product delivery.Â
Candidate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills, and have a solid personal lines insurance knowledge base.
Responsibilities
Core DutiesÂ
- Inform, educate, and make suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needsÂ
- Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account managers / customers / prospectsÂ
- Adapt to various insurance carrier rating websitesÂ
- Solve problems quickly and effectively and implement solutions to meet the needs of customer / prospectÂ
- Forge relationships with customer / prospects and insurance carriersÂ
- Proactively research and have detailed knowledge of current market conditionsÂ
- Maintain knowledge and understanding of technology-based tools and solutions in support of personal lines businessÂ
- Use analytical and critical thinking in work processes and communication skillsÂ
- Maintain a paperless workflowÂ
- Maintain knowledge of various states insurance guidelinesÂ
- Understand customer challenges and partner to find solutionsÂ
- Identify and communicate to team leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenueÂ
- Other duties as assigned
Qualifications
Minimum RequirementsÂ
- High School Diploma or EquivalentÂ
- 1 to 3+ years of Personal Lines Experience OR 2+ years of Commercial Lines Experience
- Active Property & Casualty Insurance License
- Work from home remotely in United States only
- Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No SatelliteÂ
Knowledge, Skills and AbilitiesÂ
- Firm working knowledge of personal lines coverages and servicesÂ
- Experienced user of Agency Management Systems and Electronic Document ManagementÂ
- Be self-starter, creative, and problem solverÂ
- Must be detailed oriented and well organizedÂ
- Superior organizational skills and time managementÂ
- Excellent verbal and written communication skillsÂ
- Accurate data entry and excellent typing skillsÂ
- Excellent customer service skillsÂ
- Must have excellent computer / internet skills as well as proficiency in using carrier websites and in Microsoft Outlook, Excel, and Word as well as AdobeÂ
Work StandardsÂ
- Demonstrates the ability to work well with Patra colleagues and clients and with external organizationsÂ
- Promotes Culture of Respect & Safety:Â
- Demonstrates commitment to personal responsibility and value for safety and respectÂ
- Communicates concernsÂ
- Uses and promotes safe respectful behaviors based on training and lessons learnedÂ
Subject to and expected to comply with all applicable Patra Corp policies and procedures
Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.