Patra Corporation

Client Relationship Manager - Specialty Insurance - Remote

Job Locations US-Remote
ID 2022-1050
Client Consultant
Position Type
Regular Full-Time


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

The Commercial Lines Client Consultant oversees the day-to-day servicing and managing of assigned group of clients and their processes as well as coordination of offshore teams. The Client Consultant candidate needs to be effective at time management and teamwork, possess excellent written and verbal communication skills, be highly adaptable and able to problem solve. This is a work from home position.


Core Duties

  • Manage Client Relationships:  Involvement in service implementations, regular check-in calls, expand and cross-sell services
  • Manage Processes:  Gather and analyze data, create action plan, execute service improvements and efficiencies, monitor average handling and turnaround times, update Job Aids and Workflows, troubleshoot errors/issues
  • Manage Offshore Teams:  Meetings with teams, monitor staffing changes, analyze and resolve production issues, train offshore teams
  • Invoicing: Review, update and analyze monthly billing reports and deliver to clients. Follow up on account receivables
  • Stewardships: Presentation creation and delivery of presentation to client
  • Sales Support: Assist on prospect calls, support sales with concerns/questions, other internal meetings with sales
  • Corporate Duties:  Department monthly meetings, seminars/training on Patra University, IT training, licensing updates, HR requests/updates, submit expenses, other training as scheduled
  • Mentoring: Mentoring & training Associate Client Consultants, helping peers with questions
  • Consulting and/or helping with other resources and depts  
  • Projects as assigned


Required Experience

  • Comprehensive knowledge of various lines of Commercial Wholesale/MGA/Specialty coverage

  • Experience working in Agency Management Systems

  • Property & Casualty license preferred by not required

Knowledge, Skills and Abilities

  • Time Management/Organization: Prioritizing, Planning, Focus

  • Teamwork: Collaboration, Active listening, Coordination, Idea exchange

  • Effective Communication Skills: Oral & written, Strong public speaker, Ability to communicate among multiple levels of an organization, Clarity, Respect, Friendliness, Listening, Engaging & outgoing personality

  • Adaptability: Flexibility, Self-management, Decision making, Perform well and stay calm under pressure, Optimism

  • Emotional Intelligence: Empathy, Humor, Sensitivity, Patience, Diplomacy

  • Problem Solving & Analytical Skills: Analysis & Resolution, Observation, Creative Thinking, Ability to anticipate potential issues or problems, Attention to detail, Critical observation, Identifying trends, Deductive reasoning, Strong  memory

  • Leadership: Project Management, Empathy, Listening, Versatility, Delegation

  • Work Ethic: Integrity & Accountability, Professionalism, Initiative, Self-motivation, Discipline, Commitment

  • Microsoft Suite Proficient: Excel – creating and evaluating spreadsheets and data, creating and using pivot tables, formulas, formatting, graphs and charts, PowerPoint – collecting, researching, analyzing data and formatting into a presentation, Word – creating/updating Workflows and Job Aids, formatting

  • Other: Knowledge and experience with various Agency Management Systems, Outlook, Zoom and Power BI is helpful

Working Conditions

  • 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

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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