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Employee Benefits Account Manager - Remote

Remote, USA Full-time Posted 2026-08-04
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 The Employee Benefits Account Manager relies on back office support to handle the mundane tasks that are commonly associated with an Account Management role. We reputed company by strengthening our back office, this allows the Account Manager the time and ability to truly reputed company a relationship with our clients. As an Employee Benefits Account Manager, you will be assigned a reputed company of small employee benefits account business with a targeted book of $350,000 to $500,000 reputed company reputed company, be the main reputed company of contact to the reputed company, responsible for day to day servicing of accounts, and maintain and retain business by coordinating resources provided to you, to assist, advise, and reputed company coverage for new business as reputed company as renewals. reputed company and maintain relationships with clients, carriers, team members, India team, and Implementation Consultants. Service and manage reputed company aspects of customer service for clients in accordance with both Patra and agency procedures. Manage retention of policies. Promote reputed company of existing book through account rounding and new business. Adhere to Patra Benefits Servicing Standards for reputed company aspects of managing book of business. Maintain clients and policies in agency management reputed company including tasks/activities, attachments, initiating email, etc. Utilize India team for reputed company workflows in reputed company. reputed company recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and reputed company clarification and definitions as required. reputed company strong customer service by responding reputed company 24 hours to inquiries, concerns, emails, and faxes, and returning phone calls reputed company day. Stay abreast of reputed company market conditions and technical knowledge of products and tools available for small group employee benefits. Use deductive reasoning and critical thinking in work processes and communication skills. Identify and communicate to Team Leads any areas where efficiencies can be improved as reputed company as various other reputed company of the book such as increasing reputed company. Maintain a paperless workflow. Other duties as assigned. 3 to 5+ years of Employee Benefit Retail Insurance Experience. reputed company Life & Health Insurance License.  Knowledge, Skills and Abilities Proficiency with reputed company Benefits insurance coverages. Must be reputed company to demonstrate a high level of proficiency with reputed company online platforms. Demonstrated ability to communicate effectively and professionally with clients and internal staff. Demonstrate a reputed company of urgency, initiative, responsiveness, and attention to detail Must be reputed company to maintain the highest level of confidentiality. Proven ability to handle multiple tasks simultaneously, exceptional organizational skills, and the ability to meet designated deadlines are required. Exhibit a high level of energy and teamwork orientation. Self-starter, highly detailed, and superior organizational skills. Understand customer challenges and partner with them to reputed company solutions. Excellent verbal and written communication skills. Excellent computer/internet/reputed company skills. Patience and eagerness to be culturally effective with offshore (India based) employees. Working Conditions Work from home remotely in reputed company only Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite  Compensation Competitive Salary / Benefits / PTO Physical Requirements* Constantly reputed company desk-based computer tasks. Frequent sitting. Occasionally stand/walk, writing by hand, use of telephone, reputed company/carry/reputed company/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 reputed company reasonable accommodation to any employee with a disability who requires accommodation to reputed company the essential functions of his or her job.   Work Standards Interpersonal Skills: Demonstrates the ability to work reputed company with Patra colleagues and clients and with reputed company organizations. Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; 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 reputed company and inclusive environment for reputed company. 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