Match score not available

On Demand Client Consultant - Specialty

Remote:

Full Remote

Contract:

Full time

Work from:

United States

Offer summary

Qualifications:

Comprehensive knowledge of commercial lines in insurance, Experience with Agency Management Systems, Property Casualty license preferred but not required, Proficient in Microsoft Suite and Power BI.

Key responsabilities:

Manage client relationships and service implementations
Gather, analyze data, and execute service improvements
Oversee and train offshore teams
Review and analyze monthly billing reports
Mentor Associate Client Consultants and assist sales support

Patra Corporation Insurance XLarge https://www.patracorp.com/

5001 - 10000 Employees

See more Patra Corporation offers

Job description

About Patra

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.

Core Duties

The 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
comprehensive knowledge of commercial lines in the wholesale, MGA/MGU insurance vertical
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

Equal Employment Opportunity

Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.