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.

Under direction, the Associate AM proactively and efficiently manages an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards.  Develop and maintain relationships with clients, carriers, team members, India team and Implementation Consultants; Service and manage all aspects of customer service for clients; manage retention for service center, non-service center and surplus lines; promote growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs.  Level of employee autonomy increases from junior through senior levels.

Core Duties

• Handles the renewal process including, but not limited to:


• Create applications in agency management system


• Request renewal changes from insureds


• Follow up with carrier and/or insureds for pertinent information


• Request quotes from carriers utilizing proper applications and corresponding documentation


• Prepare quote presentation and deliver to the insured


• Update Node as required


• Prepare binders to be sent to the insured


• Send certificate requests to the team


• Process rush certificates needed under 2 hours


• Respond to India team questions


• Filing in document management system


• Process endorsement requests and inquiries from insureds to carriers


• Handles all accounting for the desk


• Adapt to various insurance carrier rating websites


• Order loss runs from carriers and wholesalers as needed


• Complete surplus filings


• Special projects as directed by Manager


• Solve problems quickly and effectively and implement solutions to meet the needs of client


• Forge relationships with client and insurance carriers


• Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes and mail from client


• 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  


• Maintain a paperless workflow  


• Other duties as assigned

Supporting Responsibilities:

• Maintain knowledge of various states insurance guidelines


• Understand customer challenges and partner to find solutions


• Identify and communicate to Manager leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue

Minimum Requirements

• Minimum of 6 Months Experience – 1 year preferred – with Patra


• Active Property & Casualty Insurance License


• 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

• Possess current and active insurance P&C license


• Must be detail-oriented


• Superior organizational skills


• Self-Starter


• Excellent verbal and written communication skills


• Excellent computer/internet/Microsoft skills


• Excellent time management skills


• Accurate data entry


• Excellent typing skills

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.