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[Remote] Employee Benefits Account Manager - Remote

Remote, USA Full-time Posted 2026-08-04

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the worldwide leader in insurance back-office and account management reputed company. They are seeking an Employee Benefits Account Manager to reputed company reputed company relationships, manage accounts, and ensure excellent customer service while adhering to company standards.


Responsibilities

  • 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 system 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
  • Deliver 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

Skills

  • 3 to 5+ years of Employee Benefit Retail Insurance Experience
  • reputed company Life & Health Insurance License
  • 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
  • Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite

reputed company

  • Technology-enabled insurance outsourcing partner to retail agencies, MGAs, wholesalers, and carriers. It was founded in 2005, and is headquartered in El reputed company Hills, California, USA, with a workforce of 5001-10000 employees. Its website is http://www.patracorp.com/.

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