[Hiring] Customer Sales Specialist @Patra Corporation

Role Description

Our Property & Casualty licensed Personal Lines OR Commercial Lines Customer Care Specialist is responsible and focused on managing the day-to-day on personal lines OR commercial lines insurance for active clients. This role will take approximately 30-50 calls per day and be responsible for inbound sales and fulfillment. The goal is to proactively and efficiently educate new customers about policy coverages based on their needs, and to meet the required targets set forth by our client agreement.

The Customer Care Specialist serves as the primary contact and liaison with clients to ensure ongoing consistency. Our commitment to the client is to provide positive and quality fulfillment in all areas, ensuring timely and accurate product delivery.

• Inform, educate, and make suggestions to customers/prospects about policy coverages, changes, exclusions, and insurance coverage needs
• Deliver strong customer service by responding swiftly and managing inquiries, concerns, and requests from incoming phone calls, emails, faxes, and mail from account managers/customers/prospects
• Adapt to various insurance carrier rating websites
• Solve problems quickly and effectively and implement solutions to meet the needs of customers/prospects
• Forge relationships with customers/prospects and insurance carriers
• Proactively research and have detailed knowledge of current market conditions
• Maintain knowledge and understanding of technology-based tools and solutions in support of personal lines business
• Use analytical and critical thinking in work processes and communication skills
• Maintain a paperless workflow
• Maintain knowledge of various states' insurance guidelines
• Understand customer challenges and partner to find solutions
• Identify and communicate to team leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue
• Other duties as assigned

Qualifications

• High School Diploma or Equivalent
• 1 to 3+ years of Personal Lines Experience OR 2+ years of Commercial Lines Experience
• Active Property & Casualty Insurance License
• Work from home remotely in the 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

Requirements

• Firm working knowledge of personal lines coverages and services
• Experienced user of Agency Management Systems and Electronic Document Management
• Be a self-starter, creative, and problem solver
• Must be detail-oriented and well organized
• Superior organizational skills and time management
• Excellent verbal and written communication skills
• Accurate data entry and excellent typing skills
• Excellent customer service skills
• Must have excellent computer/internet skills as well as proficiency in using carrier websites and in Microsoft Outlook, Excel, and Word as well as Adobe

Work Standards

• Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
• 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.