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Commercial Lines Client Consultant

Company: Patra Corporation
Location: Allentown
Posted on: October 12, 2019

Job Description:

The Client Consultant

manages and works with customers to manage implementation process for any new

services with assistance from support team in the U.S. & India; is accountable

& responsible for effective coordination, training, and delivering high

quality/efficient service to our customers; and interacts effectively with multiple

layers of client's staff, serves as primary contact/liaison during the

implementation process, ensures work consistency, and standards meet/beat

client expectations.

Successful candidate

will be a self-starter, well organized, highly detailed with excellent

communication skills and will provide consistent/professional customer service;

must have solid employee benefits knowledge including retail insurance agency

experience, ability to write and understand workflows/processes, and knowledge &

understanding of software used; and will maintain our goals & ensure we

are meeting the needs & demands of our clients at the highest level of

service, quality, & responsiveness.

Core Duties

  • Lead

    implementations / manage ongoing implementations / optimization of Patra

  • Provide

    effective utilization, support, guidance, training, & mentoring to India teams
  • Advise/consult

    with clients to aid them in having more efficiency, profitability, and scalability
  • Manage/ensure

    operation teams meet service standards, turnaround, and response times
  • Track,

    facilitate, and manage issues reported including diagnosing and bringing

  • Respond

    swiftly in managing inquiries, concerns, and requests from clients
  • Knowledge/understanding

    of technology-based tools and solutions in the insurance industry
  • Use

    analytical and critical thinking in work processes and communication skills
  • Manage,

    respond, and sustain existing & new revenue for services provided for

  • Use

    time management and organizational skills
  • Protects

    confidentiality of information learned by performing duties of the position
  • Other

    duties as assigned

    Minimum Requirements - Education and Experience

    • Bachelor's degree and 5 years of

      relevant experience in administrative and Property & Casualty business

      management/retail insurance OR
    • 7

      to 10+ years of Property & Casualty insurance related

      experience/retail insurance agency

      Knowledge, Skills, and


      • Knowledgeable

        in Property & Casualty insurance coverages, insurance agency management systems,

        and other software used
      • Ability

        to write workflows & maintain documentation
      • Experience

        in resolving client issues
      • Ability

        to communicate effectively and professionally
      • Demonstrates

        a sense of urgency, initiative, responsiveness, & attention to detail
      • Must

        be able to maintain the highest level of confidentiality
      • Exceptional

        organizational skills handling multiple tasks simultaneously & meeting

      • Exhibits

        a high level of positivity, energy and teamwork orientation
      • Proficient in using

        technology as a tool to maximize productivity and quality
      • Strong negotiation, effective

        interpersonal skills, solid analytical, and problem-solving skills
      • Subject matter expertise for area(s)

        of responsibility
      • Stay abreast of general industry

        knowledge and trends
      • Ability to work independently and in

      • Positive Attitude

        Certifications and Licenses

        • Active

          Property & Casualty license required

          Working Conditions

          • Work from home with up

            to 25% travel throughout the United States
          • Minimum internet speed

            of 6 mbps download and 3 mbps upload; No Satellite


            • Competitive Salary / Benefits /


              Physical Requirements*

              • Constantly perform

                desk-based computer tasks
              • Frequent sitting
              • Occasionally stand/walk,

                writing by hand, use of telephone, lift/carry/push/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 provide reasonable accommodation

                to any employee with a disability who requires accommodation to perform the

                essential functions of his or her job.

                Work Standards

                • Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and

                  with external organizations
                • Promotes Culture of

                  Respect & Safety: Demonstrates commitment to personal responsibility and

                  value for safety and respect; communicates concerns; uses and promotes safe

                  respectful behaviors based on training and lessons learned
                • Subject to and expected

                  to comply with all applicable Patra Corp policies and procedures

Keywords: Patra Corporation, Allentown , Commercial Lines Client Consultant, Professions , Allentown, Pennsylvania

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