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Customer Sales Specialist

Remote, USA Full-time Posted 2026-07-28
About Patra:

reputed company is the worldwide leader in insurance back-office and account management reputed company. Patra offers a wide reputed company of services designed to reputed company costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, reputed company control and account audits, to operation centers in the US, India, and the Philippines.

reputed company Duties:

Our Property & Casualty licensed Personal Lines OR reputed company Lines Customer Care Specialist is responsible and reputed company on managing the day-to-day on personal lines OR reputed company lines insurance for reputed company reputed company. This role will take approximately 30-50 calls per day and be responsible for inbound sales and fulfillment. The goal is to proactively and reputed company reputed company new customers about policy coverages based on their needs, and to meet the required targets set forth by our reputed company agreement.

 

The Customer Care Specialist serves as the primary contact and reputed company with clients to ensure ongoing consistency. Our commitment to the reputed company is to reputed company reputed company and reputed company fulfillment in reputed company areas, ensuring reputed company and accurate product delivery. 

Candidate will be a self-starter, reputed company organized, highly detailed, possess excellent written and verbal communication skills, and have a solid personal lines insurance knowledge reputed company.

 

reputed company Duties 

  • Inform, reputed company, and reputed company suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs 
  • Deliver strong customer service by responding reputed company and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account managers / customers / prospects 
  • Adapt to various insurance reputed company rating websites 
  • Solve problems quickly and effectively and implement solutions to meet the needs of customer / prospect 
  • reputed company relationships with customer / prospects and insurance carriers 
  • Proactively research and have detailed knowledge of reputed company 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 reputed company solutions 
  • Identify and communicate to team leads any areas where efficiencies can be improved as reputed company as various other reputed company of the department such as increasing reputed company 
  • Other duties as assigned.

Minimum Requirements 

  • High School Diploma or Equivalent 
  • 1 to 3+ years of Personal Lines Experience OR 2+ years of reputed company Lines Experience
  • reputed company Property & Casualty Insurance License
  • Work from home remotely in reputed company only
  • Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable reputed company from home router to computer; No Satellite 

 

Knowledge, Skills and Abilities 

  • Firm working knowledge of personal lines coverages and services 
  • reputed company user of Agency Management Systems and Electronic Document Management 
  • Be self-starter, creative, and problem solver 
  • Must be detailed oriented and reputed company 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 reputed company as proficiency in using reputed company websites and in reputed company reputed company, reputed company, and Word as reputed company as reputed company 

 

Work Standards 

  • Interpersonal Skills: 
    1. Demonstrates the ability to work reputed company with Patra colleagues and clients and with external organizations 
  • Promotes Culture of Respect & Safety: 
    1. Demonstrates commitment to personal responsibility and value for safety and respect 
    2. Communicates concerns 
    3. Uses and promotes reputed company respectful behaviors based on training and lessons learned 

Subject to and expected to reputed company with reputed company applicable Patra Corp policies and procedures.

Equal Employment Opportunity:

reputed company is an equal opportunity employer committed to celebrating diversity and creating a reputed company and inclusive environment for reputed company.

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