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Commercial Lines Client Consultant

Company: Patra Corp
Location: Portland
Posted on: November 11, 2019

Job Description:

The Client Consultantmanages and works with customers to manage implementation process for any newservices with assistance from support team in the U.S. & India; is accountable& responsible for effective coordination, training, and delivering highquality/efficient service to our customers; and interacts effectively with multiplelayers of client?s staff, serves as primary contact/liaison during theimplementation process, ensures work consistency, and standards meet/beatclient expectations.? ?Successful candidatewill be a self-starter, well organized, highly detailed with excellentcommunication skills and will provide consistent/professional customer service;must have solid employee benefits knowledge including retail insurance agencyexperience, ability to write and understand workflows/processes, and knowledge &understanding of software used; and will maintain our goals & ensure weare meeting the needs & demands of our clients at the highest level ofservice, quality, & responsiveness.??Core Duties

  • Leadimplementations / manage ongoing implementations / optimization of Patraservices
  • Provideeffective utilization, support, guidance, training, & mentoring to India teams
  • Advise/consultwith clients to aid them in having more efficiency, profitability, and?scalability
  • Manage/ensureoperation teams meet service standards, turnaround, and response times
  • Track,facilitate, and manage issues reported including diagnosing and bringingresolution
  • Respondswiftly in managing inquiries, concerns, and requests from clients
  • Knowledge/understandingof technology-based tools and solutions in the insurance industry
  • Useanalytical and critical thinking in work processes and communication skills
  • Manage,respond, and sustain existing & new revenue for services provided forclients
  • Usetime management and organizational skills
  • Protectsconfidentiality of information learned by performing duties of the position
  • Otherduties as assigned
    ??Minimum Requirements - Education and Experience
    • Bachelor?s degree and 5 years ofrelevant experience in administrative and Property & Casualty businessmanagement/retail insurance?OR
    • 7to 10+ years of Property & Casualty insurance relatedexperience/retail insurance agency
      ?Knowledge, Skills, andAbilities
      • Knowledgeablein Property & Casualty insurance coverages, insurance agency management systems,and other software used
      • Abilityto write workflows & maintain documentation
      • Experiencein resolving client issues
      • Abilityto communicate effectively and professionally
      • Demonstratesa sense of urgency, initiative, responsiveness, & attention to detail
      • Mustbe able to maintain the highest level of confidentiality
      • Exceptionalorganizational skills handling multiple tasks simultaneously & meetingcommitments
      • Exhibitsa high level of positivity, energy and teamwork orientation
      • Proficient in usingtechnology as a tool to maximize productivity and quality
      • Strong negotiation, effectiveinterpersonal skills, solid analytical, and problem-solving skills
      • Subject matter expertise for area(s)of responsibility
      • Stay abreast of general industryknowledge and trends
      • Ability to work independently and inteams
      • Positive Attitude
        Certifications and Licenses
        • ActiveProperty & Casualty license required
          ?Working Conditions
          • Work from home with upto 25% travel throughout the United States
          • Minimum internet speedof 6 mbps download and 3 mbps upload; No Satellite
            ?Compensation
            • Competitive Salary / Benefits /PTO?
              ?Physical Requirements*
              • Constantly performdesk-based computer tasks
              • Frequent sitting
              • Occasionally stand/walk,writing by hand, use of telephone, lift/carry/push/pull objects that weigh11-20 pounds
              • Sort/file paperwork,rarely twist/bend/stoop/squat
                ?* Consistent with itsobligations under the law, the Patra Corp will provide reasonable accommodationto any employee with a disability who requires accommodation to perform theessential functions of his or her job.?Work Standards
                • Interpersonal Skills:? Demonstrates the ability to work well with Patra colleagues and clients andwith external organizations
                • Promotes Culture ofRespect & Safety: Demonstrates commitment to personal responsibility andvalue for safety and respect; communicates concerns; uses and promotes saferespectful behaviors based on training and lessons learned
                • Subject to and expectedto comply with all applicable Patra Corp policies and procedures

Keywords: Patra Corp, Portland , Commercial Lines Client Consultant, Other , Portland, Oregon

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