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Commercial Lines Client Consultant

Company: Patra Corp
Location: Wichita Falls
Posted on: October 16, 2018

Job Description:

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 client's 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

    • Bachelor's 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

                  Keywords: Patra Corp, Wichita Falls , Commercial Lines Client Consultant, Professions , Wichita Falls, Texas

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