Commercial Lines Client Consultant

Patra in Lincoln, NE

  • Type: Full Time
  • Compensation: $80,955.00 - 168,310.00 / Year*
position filled
The Client Consultant
manages and works with customers to manage implementation process for any new
services with assistance from support team in the U.S. & India; is accountable
& responsible for effective coordination, training, and delivering high
quality/efficient service to our customers; and interacts effectively with multiple
layers of clients staff, serves as primary contact/liaison during the
implementation process, ensures work consistency, and standards meet/beat
client expectations.

Successful candidate
will be a self-starter, well organized, highly detailed with excellent
communication skills and will provide consistent/professional customer service;
must have solid employee benefits knowledge including retail insurance agency
experience, ability to write and understand workflows/processes, and knowledge &
understanding of software used; and will maintain our goals & ensure we
are meeting the needs & demands of our clients at the highest level of
service, quality, & responsiveness.

Core Duties
  • Lead
    implementations / manage ongoing implementations / optimization of Patra
  • Provide
    effective utilization, support, guidance, training, & mentoring to India teams
  • Advise/consult
    with clients to aid them in having more efficiency, profitability, and scalability
  • Manage/ensure
    operation teams meet service standards, turnaround, and response times
  • Track,
    facilitate, and manage issues reported including diagnosing and bringing
  • Respond
    swiftly in managing inquiries, concerns, and requests from clients
  • Knowledge/understanding
    of technology-based tools and solutions in the insurance industry
  • Use
    analytical and critical thinking in work processes and communication skills
  • Manage,
    respond, and sustain existing & new revenue for services provided for
  • Use
    time management and organizational skills
  • Protects
    confidentiality of information learned by performing duties of the position
  • Other
    duties as assigned
Minimum Requirements - Education and Experience
  • Bachelors degree and 5 years of
    relevant experience in administrative and Property & Casualty business
    management/retail insurance OR
  • 7
    to 10+ years of Property & Casualty insurance related
    experience/retail insurance agency

Knowledge, Skills, and

  • Knowledgeable
    in Property & Casualty insurance coverages, insurance agency management systems,
    and other software used
  • Ability
    to write workflows & maintain documentation
  • Experience
    in resolving client issues
  • Ability
    to communicate effectively and professionally
  • Demonstrates
    a sense of urgency, initiative, responsiveness, & attention to detail
  • Must
    be able to maintain the highest level of confidentiality
  • Exceptional
    organizational skills handling multiple tasks simultaneously & meeting
  • Exhibits
    a high level of positivity, energy and teamwork orientation
  • Proficient in using
    technology as a tool to maximize productivity and quality
  • Strong negotiation, effective
    interpersonal skills, solid analytical, and problem-solving skills
  • Subject matter expertise for area(s)
    of responsibility
  • Stay abreast of general industry
    knowledge and trends
  • Ability to work independently and in
  • Positive Attitude

Certifications and Licenses
  • Active
    Property & Casualty license required
Working Conditions
  • Work from home with up
    to 25% travel throughout the United States
  • Minimum internet speed
    of 6 mbps download and 3 mbps upload; No Satellite

  • Competitive Salary / Benefits /

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

* Estimated salary

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