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Patra Corporation · 5 days ago

Direct Sales Specialist

United States

Full-time

Remote

Entry, Mid Level

$20/hr - $24/hr

1+ years exp

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. The Personal Lines Customer Care Specialist is responsible for managing day-to-day personal insurance for active clients, handling inbound sales, and educating customers about their policy coverages.

Insurance

Hiring Manager

Juan Flores

Responsibilities

Inform, educate, and make suggestions to customer / 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 customer / prospect

Forge relationships with customer / 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

Qualification

Active Property & Casualty LicensePersonal Lines ExperienceAgency Management SystemsElectronic Document ManagementCustomer Service SkillsData Entry SkillsComputer SkillsMicrosoft Office ProficiencyCommunication SkillsOrganizational SkillsProblem Solving

Required

High School Diploma or Equivalent

1 to 3+ years of Personal Lines Experience

Active Property & Casualty Insurance License

WORKING HOURS: 12PM - 9PM Eastern Standard Time Zone which includes 1 Saturday every 4 weeks working 9AM - 530PM EST

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

Firm working knowledge of personal lines coverages and services

Experienced user of Agency Management Systems and Electronic Document Management

Be self-starter, creative, and problem solver

Must be detailed 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