Direct Sales Agent - Property & Casualty
Patra Corporation, Albuquerque, New Mexico, United States
Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.
Core Duties Our Property & Casualty licensed Personal Lines Customer Care Specialist is responsible and focused on managing the day-to-day on personal 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.
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.
Core Duties
Inform, educate, and make suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs
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 / prospects
Adapt to various insurance carrier rating websites
Solve problems quickly and effectively and implement solutions to meet the needs of customer / prospect
Forge relationships with customer / prospects and insurance carriers
Proactively research and have detailed knowledge of current market conditions
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
Maintain a paperless workflow
Maintain knowledge of various states insurance guidelines
Understand customer challenges and partner to find solutions
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 revenue
Other duties as assigned.
High School Diploma or Equivalent
1 to 3+ years of Personal Lines Experience, insurance brokerage experience required
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 Satellite
Knowledge, Skills and Abilities
Firm working knowledge of personal lines coverages and services
Experienced user of Agency Management Systems and Electronic Document Management
Be self-starter, creative, and problem solver
Must be detailed oriented and well organized
Superior organizational skills and time management
Excellent verbal and written communication skills
Accurate data entry and excellent typing skills
Must have excellent computer / internet skills as well as proficiency in using carrier websites and in Microsoft Outlook, Excel, and Word as well as Adobe
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.
Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.
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Core Duties Our Property & Casualty licensed Personal Lines Customer Care Specialist is responsible and focused on managing the day-to-day on personal 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.
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.
Core Duties
Inform, educate, and make suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs
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 / prospects
Adapt to various insurance carrier rating websites
Solve problems quickly and effectively and implement solutions to meet the needs of customer / prospect
Forge relationships with customer / prospects and insurance carriers
Proactively research and have detailed knowledge of current market conditions
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
Maintain a paperless workflow
Maintain knowledge of various states insurance guidelines
Understand customer challenges and partner to find solutions
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 revenue
Other duties as assigned.
High School Diploma or Equivalent
1 to 3+ years of Personal Lines Experience, insurance brokerage experience required
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 Satellite
Knowledge, Skills and Abilities
Firm working knowledge of personal lines coverages and services
Experienced user of Agency Management Systems and Electronic Document Management
Be self-starter, creative, and problem solver
Must be detailed oriented and well organized
Superior organizational skills and time management
Excellent verbal and written communication skills
Accurate data entry and excellent typing skills
Must have excellent computer / internet skills as well as proficiency in using carrier websites and in Microsoft Outlook, Excel, and Word as well as Adobe
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.
Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.
#J-18808-Ljbffr