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 your 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 Accountant (Sacramento, CA)

    Our company is hiring for a full-time Senior Accountant in the Sacramento area.  A successful candidate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communications, and have solid experience in accounting and in the insurance industry.  Position is responsible and focused on working within the accounting and finance team on a wide variety of responsibilities.  This is a hands-on position which has potential for growth and a great career opportunity.

    Duties and Responsibilities:

    • Prepares work by gathering / sorting documents and related information in an organized and timely manner
    • Pays invoices by verifying transaction information, scheduling / preparing disbursements, and obtaining authorization of payment
    • Handles company payables along with interaction between account managers and carriers
    • Runs monthly revenue reports and processes commission payables to third parties
    • Books revenue by verifying transaction information and applying cash to appropriate accounts
    • Initiates collections and interactions with customers as well as with Account Managers to resolve outstanding issues via phone and email
    • Maintains accounting ledgers by posting account transactions, monthly journal entries, and performing account reconciliations of Balance Sheet accounts while adhering to month end schedule
    • Performs bank reconciliations monthly of both operating and trust accounts
    • 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
    • Maintains financial security by following internal accounting controls
    • Maintains financial historical records by filing accounting documents on shared drive

    Requirements:

    • Insurance industry background A MUST
    • Have a minimum of 3 years’ account experience in a Property & Casualty insurance organization; ideally an agency or broker
    • Experience and well versed in financial reporting and transactions for insurance agencies
    • Experience with agency management systems (ideally AMS360) and general ledger software (preferably Great Plains) required
    • Good working knowledge and experience of general accounting processes and financial reporting concepts
    • Excellent written and verbal communication skills
    • Must be well organized, detailed oriented, and prioritization skills
    • Ability to analyze information
    • Have thoroughness and follow through
    • Team player with ability to work through issue resolution and coordinate between multiple internal and external parties
    • Strong proficiency in Excel
    • Positive and proactive attitude
    • Adaptable and willing to take on ad-hoc tasks as needed

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

  • USA - Document Processor (Novato, CA)

    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 a Document Processor to add to our team.  We’re looking for a detail-oriented person who enjoys working as part of a team in a friendly, casual and fast-paced environment. This position is hourly, non-exempt, and full-time Monday through Friday.  It does require 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.  We provide comprehensive benefits, including health insurance, disability, and 401(k).

    RESPONSIBILITIES

    • Print and track electronic files using specialized software
    • Check printed documents for accuracy
    • Scan and log incoming customer mail
    • Use folder/inserter machine to stuff envelopes as well as fold/stuff envelopes by hand as required
    • Use meter machine to apply postage
    • 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

    REQUIREMENTS

    • Extreme attention to detail
    • Ability to work quickly and efficiently while maintaining a high level of accuracy
    • Experience with computers, including email, Microsoft Office, 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 40 lbs
    • 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

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

  • USA - New Business Fulfillment Executive

    Our company sales team is seeking a results driven, interpersonal savvy individual to support the growth of our sales initiatives.  This is an inside property and casualty sales position where referrals and leads are provided.  There is no cold calling or lead generating activities.  The responsibilities include new business placement, coverage recommendations, pricing negotiations, and working with clients to troubleshoot situations.  This person will also be responsible for analysing and assessing complex insurance coverage issues.   In addition, we want team members who will maintain our goals as well as ensure we are meeting the needs and demands of our prospects / clients at the highest level of service, quality, and responsiveness.

    REQUIREMENTS

    • Minimum of 3 or more years Commercial Lines related experience
    • Current Property and Casualty Insurance license for the state in which you reside
    • Proficiency, understanding, and working knowledge of Commercial Lines (Property and Casualty) coverages
    • Ability to demonstrate a high level of proficiency with carrier online platforms
    • Ability to communicate effectively and professionally with both external and internal clients
    • Demonstrate a sense of urgency, initiative, responsiveness, and attention to detail
    • Motivated, positive attitude, and self-starter
    • Ability to work independently and in teams
    • Ability to be consultative and present to clients
    • Proven ability to handle multiple tasks simultaneously, exceptional organizational skills, and ability to meet deadlines required
    • Proficiency in processing and following workflow documentation
    • Proficiency in working on agency management systems / software
    • Proficiency in Microsoft Outlook, Word, PowerPoint, and Excel as well as Internet applications
    • Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available

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

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

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