Patra Corporation

Select Commercial Lines Account Manager - Remote

Job Locations US-AZ
ID 2022-1056
Commercial Lines Account Manager
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 Account Manager candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid commercial lines insurance knowledge base and property & casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with small commercial lines clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided.


  • Service and manage all aspects for small commercial clients and their policies

  • Maintain and continue to develop client and company business relationships

  • Retain and manage all policies including service center, non-service center, and surplus lines

  • Promote growth of existing book through account rounding

  • Market when necessary on renewal and new business

  • Maintain clients / policies in agency management system

  • Manage and coordinate processing of renewals, certificate of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team

  • Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs

  • Stay abreast and maintain detailed knowledge of current market conditions and technical knowledge

  • Maintain knowledge / understanding of technology-based tools and solutions

  • Provide good customer service

  • Use analytical and critical thinking in work processes and communication skills

  • Maintain a paperless workflow

  • Protects confidentiality of information

  • Other duties as assigned


Minimum Requirements - Education & Experience

  • 3 to 5 years of Commercial Lines Retail Insurance Experience
  • Active Property & Casualty Insurance License

Knowledge, Skills and Abilities

  • Firm working knowledge of commercial lines coverages and services
  • Understanding and knowledge of handling small commercial lines accounts
  • Experienced user of Agency Management System and Electronic Document Management
  • Be self-starter, creative, and problem solver
  • Must be detail oriented and well organized
  • Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe
  • Ability to deliver results to clients through coordinating and managing efforts of others
  • Ability to resolve problems independently
  • Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available

Working Conditions

  • Work from home remotely in United States only
  • Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite


  • Competitive Salary/Benefits/PTO

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

* Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

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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