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 - Senior Client Consultant

    JOB DESCRIPTION

    The Senior Client Consultant manages Patra’s On-Demand customers. These customers are mainly US-based, large and sophisticated. The Senior Client Consultant manages the customer relationship completely with the assistance of support teams in the US and India. This person is accountable for delivering high quality and efficient service to our customers through the day-to-day oversight of these teams. S/he interacts Italic Titleeffectively with multiple layers of client staff from account managers to C-level executives. This position serves as primary contact and liaison to ensure ongoing work consistency and standards meet/exceed client expectations. A critical component of the position is the training and effective utilization of Patra’s established India teams. 

    CORE DUTIES*

    • The training and effective utilization of Patra’s established India teams
    • Effective oversite of large workflows that produce high volumes of client work
    • The use of professional, analytical and persuasive presentation skills to demonstrate Patra’s value
    • Secure existing business and drive the sale of additional services and lines of coverage
    • Lead new client implementations
    • Advise and consult with clients to make their businesses more efficient, profitable, and scalable
    • Demonstrate everyday expert Property and Casualty knowledge
    • Oversight and maintenance of key carrier and vendor partnerships

    *Other duties may also be assigned

    MINIMUM REQUIREMENTS

    Education and Experience

    Bachelor's degree and five years of revelant experience in administrative and Property and Casualty business management, or 7-10 years of Property and Casualty insurance related experience.

    Knowledge, Skills and Abilities

    • Proficiency with core Property and Casualty insurance coverages
    • Expert in agency management and electronic document management systems
    • Demonstrate experience in resolving client issues
    • Must have excellent computer / internet skills including all Microsoft Office tools
    • Must have excellent Microsoft Outlook, Excel, PowerPoint and Word skillset
    • Demonstrate ability to communicate effectively and professionally with clients and internal staff
    • Demonstrate a sense of urgency, initiative, responsiveness and attention to detail
    • Must be able to maintain the highest level of confidentiality
    • Demonstrate exceptional organizational skills by handling multiple tasks simultaneously and meeting commitments
    • Exhibit 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 and Casualty license is 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 Corporatino 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: Demonstrate the ability to work well with Patra colleagues, clients and with external organizations
    • Promote culture of respect and safety: Demonstrate commitment to personal responsibility and value for safety and respect; communicate concerns; use and promote safe, respectful behaviors based on training and lessons learned
    • Subject to and expected to comply with all applicable Patra Corporation policies and procedures

    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 - Employee Benefits Client Consultant

    JOB DESCRIPTION

    A 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 and license in a full-time, work-from-home position. 

    This person is responsible for servicing employee benefits clients with experience in health plan implementation and administration for new and renewal, assisting with or conducting annual open enrolment 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 clients' 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.

    DUTIES AND RESPONSIBILITIES

    • Maintain and continue to develop client and company business relationships
    • Manage and coordinate processing of workflows outlined by new and existing clients
    • 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
    • Collaborate and make recommendations to client about workflow and workflow documentation
    • Deliver good 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 in support of the insurance industry
    • Use analytical and critical thinking in work processes and communication skills
    • Manage and respond to billing/invoicing needs and inquiries by clients
    • Manage and sustain existing and new revenue for services provided for clients, including soliciting new services
    • Use time management and organizational skills
    • Be a self-starter, creative and a problem solver
    • Protect confidentiality of information learned by performing duties of the position
    • Provide support, guidance, training, and mentoring to India teams
    • Other duties as assigned

    REQUIREMENTS

    • Current Life and Health insurance license for the state in which you reside
    • Minimum of 3 to 5 years’ insurance agency/retail broker employee benefits experience
    • Experience and knowledge with carriers and carrier websites
    • Experience and knowledge with working on an insurance agency management system
    • Knowledge and understanding of employee benefits, health plan implementation and administration
    • Knowledge of, and practical experience in, regulatory issues such as ERISA, COBRA, HIPPAA as well as various state and federal regulations specific to health insurance nationwide.
    • Understand and stay current with carriers’ products and contracts for all health, life, and disability lines of coverage nationwide.
    • Must have ability to assume responsibility for resolution of client issues
    • Experience marketing new and renewal business
    • Firm working knowledge of life and health coverages and services
    • Ability to deliver results to clients through coordinating and managing efforts of others
    • Excellent listening, verbal and written communication skills
    • Must have excellent computer and internet skills
    • Must be proficient in Microsoft Outlook, Word, and Excel
    • 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, Patra Corporation 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: Demonstrate the ability to work well with Patra colleagues, clients and external organizations
    • Promote culture of respect and safety: Demonstrate commitment to personal responsibility and value for safety and respect; communicate concerns; use and promote safe, respectful behaviors based on training and lessons learned
    • Subject to and expected to comply with all applicable Patra Corporation policies and procedures

    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

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