Patra Corporation · 11 hours ago
Employee Benefits Client Consultant - Remote
United States
Full-time
Remote
Senior Level
5+ years expPatra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. They are seeking a Client Consultant to oversee the day-to-day servicing and managing of assigned clients, coordinate offshore teams, and improve service efficiencies.
Insurance
Responsibilities
Manage Client Relationships: Involvement in service implementations, regular check-in calls, expand and cross-sell services
Manage Processes: Gather and analyze data, create action plan, execute service improvements and efficiencies, monitor average handling and turnaround times, update Job Aids and Workflows, troubleshoot errors/issues
Manage Offshore Teams: Meetings with teams, monitor staffing changes, analyze and resolve production issues, train offshore teams
Invoicing: Review, update and analyze monthly billing reports and deliver to clients. Follow up on account receivables
Stewardships: Presentation creation and delivery of presentation to client
Sales Support: Assist on prospect calls, support sales with concerns/questions, other internal meetings with sales
Corporate Duties: Department monthly meetings, seminars/training on Patra University, IT training, licensing updates, HR requests/updates, submit expenses, other training as scheduled
Mentoring: Mentoring & training Associate Client Consultants, helping peers with questions
Consulting and/or helping with other resources and depts
Projects as assigned
Qualification
Required
Minimum 5+ years Employee Benefits industry experience
Experience working Agency Management & Benefit Administration Systems
Comprehensive knowledge of various lines of Health Insurance Coverages
Time Management/Organization: Prioritizing, Planning, Focus
Teamwork: Collaboration, Active listening, Coordination, Idea exchange
Effective Communication Skills: Oral & written, Strong public speaker, Ability to communicate among multiple levels of an organization, Clarity, Respect, Friendliness, Listening, Engaging & outgoing personality
Adaptability: Flexibility, Self-management, Decision making, Perform well and stay calm under pressure, Optimism
Emotional Intelligence: Empathy, Humor, Sensitivity, Patience, Diplomacy
Problem Solving & Analytical Skills: Analysis & Resolution, Observation, Creative Thinking, Ability to anticipate potential issues or problems, Attention to detail, Critical observation, Identifying trends, Deductive reasoning, Strong memory
Leadership: Project Management, Empathy, Listening, Versatility, Delegation
Work Ethic: Integrity & Accountability, Professionalism, Initiative, Self-motivation, Discipline, Commitment
Microsoft Suite Proficient: Excel - creating and evaluating spreadsheets and data, creating and using pivot tables, formulas, formatting, graphs and charts, PowerPoint - collecting, researching, analyzing data and formatting into a presentation, Word - creating/updating Workflows and Job Aids, formatting
Knowledge and experience with various Agency Management Systems, Outlook, Zoom and Power BI is helpful
Preferred
License preferred but not required
Benefits
Competitive Salary / Benefits / PTO
Company
Patra Corporation
Technology-enabled insurance outsourcing partner to retail agencies, MGAs, wholesalers, and carriers.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$146MKey Investors
FTV Capital
2022-09-13Private Equity· $146M
Leadership Team
Simon Davis
Chief Financial Officer
Drew Davies
Vice President, Infrastructure Engineering
Recent News
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2026-01-20
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2025-10-07
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