Patra Corporation

Role Description The Strategic Project Manager of Implementations is the leader responsible for launching new project engagements and ensuring a seamless transition into steady-state operations. You are the primary driver of project execution, turning a signed contract into a fully operational delivery model. Your core mission is to plan, coordinate, and deliver rapid, high-quality implementations that achieve operational readiness, client satisfaction, and long-term adoption of the Patra solution. You will oversee a portfolio of key implementation projects, defined by size and/or complexity (multiple service lines), and/or client profile, acting as the central orchestrator during onboarding. This includes: - Translating contracted scope and requirements into an executable plan. - Managing deliverables. - Aligning internal teams, global delivery centers, and client stakeholders. Throughout the transition phase, you act as the single source of truth for communication, documentation, and reporting. Qualifications - Exceptional project management skills: Highly organized, detail-oriented, and able to drive complex initiatives involving multiple operational workstreams. - 3+ years’ experience managing BPO implementations or large-scale operational onboarding (outsourcing, shared services, operations transformation, or similar). - Client-facing communication excellence with the ability to manage expectations, facilitate discussions, and guide clients through change. - Cross-functional leadership skills with the ability to align operations, technology, training, quality, and leadership. - Hands-on problem solver adept at navigating operational and organizational challenges. Requirements - Experience working with offshore/global delivery centers (APAC region strongly preferred). - Certifications such as PMP, Lean Six Sigma, or equivalent. - Experience with workflow management tools, SLA dashboards, or BPO technology platforms. - Prior exposure to service delivery environments (insurance, financial services, healthcare, or other regulated industries). Responsibilities - Lead Project Execution: - Own and manage the full BPO implementation lifecycle—from project kickoff through transition to operations. - Define, structure, and guide project plans including timelines, milestones, dependencies, and communication strategies. - Facilitate alignment across internal workstreams (implementation, workforce, technology, operations quality) and client stakeholders. - Manage Client Onboarding: - Serve as the primary point of contact for clients during implementation. - Conduct kickoff sessions to confirm expectations, scope, deliverables, and operational requirements. - Guide client teams through process mapping, knowledge transfer, documentation, SOP validation, and readiness activities. - Support clients through the organizational change required to transition processes offsite. - Manage Scope, Risk & Issue Resolution: - Monitor project health, proactively identify risks, and develop mitigation plans. - Manage scope changes with transparency and escalation where required. - Lead issue resolution, ensuring minimal impact on timelines and client experience. - Develop Delivery Assets: - Create engagement tutorials, project plan templates, and playbooks to increase efficiency and standardization across future implementations. - Support Growth & Expansion Opportunities: - Identify additional process opportunities clients may be candidates for, and partner with client account management to route expansion insights appropriately. - Process Improvement & Feedback: - Provide insights and feedback from implementations to improve BPO service design, delivery playbooks, pricing assumptions, and pre-sales scoping. Key Performance Indicators Your success will be measured by your ability to deliver smooth, timely, impactful, and a high-quality implementation experience: - Implementation Speed & Accuracy: Achievement of contracted timelines, staffing ramp, and projected revenue realization. - Operational Readiness: Quality and completeness of SOPs, knowledge transfer, training, and go-live preparedness. - Risk & Scope Control: Ability to foresee, manage, and resolve issues quickly. - Client Satisfaction: Post-implementation CSAT and qualitative feedback. - Project Governance Excellence: Documentation accuracy, reporting quality, and cross-functional communication effectiveness. Working Conditions - Work from home; must have fast broadband access. - 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. Equal Employment Opportunity Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

Role Description The Commercial Lines Account Manager needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid Commercial Lines insurance knowledge base and Property & Casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided. The Account Manager will manage proactively and efficiently an agreed upon book of business and utilize India team to support while adhering to Patra Select servicing standards. - Develop and maintain relationships with clients, carriers, team members, India team and Implementation Consultants. - Service and manage all aspects of customer service for clients in accordance with both Patra and agency procedures. - Provide monthly recaps to agencies by 10th of each month to main agency contact and Manager. - Ensure expiration lists are in SharePoint utilizing correct template and format. - Manage retention for service center, non-service center and surplus lines, as it applies. - Promote growth of existing book through account rounding and new business. - Adhere to Patra Select Servicing Standards for all aspects of managing book of business. - Maintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc. in accordance with both Patra and agency procedures. - Utilize India team for all workflows in place for specific agency. - Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required. - Deliver strong customer service by responding within 48 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day. - Stay abreast of current market conditions and technical knowledge of products and tools available. - Use deductive reasoning and critical thinking in work processes and communication skills. - Identify and communicate to Manager any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue. - Maintain a paperless workflow for both Patra and agency. - Other duties as assigned. Qualifications - 3 to 5+ years of Commercial Lines Retail Insurance Experience. - Active Property & Casualty Insurance License. - High School Diploma or equivalent. - Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite. Requirements - Superior organizational skills. - Highly detailed. - Understand customer challenges and partner with them to find solutions. - Self-Starter. - Excellent verbal and written communication skills. - Excellent computer/internet/Microsoft skills. - Patience and eagerness to be culturally effective with offshore (India based) employees. 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. Equal Employment Opportunity Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

Role Description The Director, Customer & Field Marketing will design, scale, and own marketing programs that deepen relationships with Patra’s existing customers, activate field and channel presence, and drive expansion revenue. This leader is accountable for customer engagement strategy, account‑based marketing, event and field program execution, and orchestrating external partners to execute at scale. - Full and final accountability to own the customer marketing strategy and execute activities in partnership with Customer Experience (CX), Customer Success (CS), and Growth teams to drive retention, cross-sell and upsell pipeline, and customer advocacy. - Strategic ownership of customer and field marketing programs that increase retention, expansion, and advocacy. - Cross‑functional partnership to align on renewal readiness, executive narratives, and top account engagement strategies. - Operational leadership to coordinate cross‑sell and pursuit plays with clear engagement models, account context, and measurable delivery outcomes. Core Operational Responsibilities - Develop and own a customer marketing strategy that deepens engagement, reinforces Patra’s value, and uncovers expansion opportunities across the installed base. - Define customer and account segments by expansion potential, service mix, and relationship maturity. - Partner with CX and CS to surface and act on customer health signals, including renewal risk and expansion propensity. - Create scalable content and assets that communicate impact and enable CX/CS to drive adoption and expansion. - Build and operationalize programs focused on additional service attachment and capability expansion. - Define priority cross‑sell paths, outcome‑oriented messaging, and executive proof points. - Lead account‑based and pursuit‑based marketing across top accounts with personalized engagement and measurable outcomes. - Own strategy, budget, and performance for trade shows, customer events, and field activations; set selection criteria and ROI measurement. - Direct external managed marketing services and field partners; set briefs, success metrics, and quality standards. - Build automated engagement journeys tied to account signals across email, events, and digital channels. Key Performance Indicators - Cross‑sell and upsell pipeline created or influenced; expansion conversion rates; penetration of additional services. - Marketing contribution to renewal readiness; adoption of enablement assets; influence on NRR. - Pipeline influenced by events; event ROI; cost per lead and cost per influenced opportunity. - Engagement rates, pipeline outcomes, account coverage, and progression through the ABM framework. - Number and quality of case studies; active references available; advocacy program participation. Qualifications - 8–12+ years of experience in B2B marketing, with a focus on customer marketing, field marketing, or account-based marketing in tech-enabled services, SaaS, or professional services environments. - Minimum of a bachelor’s degree in marketing or a similar field. - Demonstrated experience owning event programs and field marketing strategies with measurable outcomes. - Proven ability to build and activate ABM programs in coordination with sales and customer success teams. - Experience building impact through external partners and managed services ecosystems, not large internal teams. Preferred (Nice-to-Haves) - Insurance/Financial Services experience and regulatory awareness (where relevant). - Strong analytical skills, CRM and marketing automation proficiency, and experience with multi‑touch attribution models. Role Context - Level: Management - Decisions: Marketing strategy, and client advocacy - Travel: Up to 20% for U.S.-based events - Location: Remote Working Conditions - Work from home; must have fast broadband access 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. Equal Employment Opportunity Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

About Patra Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower 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, quality control and account audits, to operation centers in the US, India, and the Philippines. Core Duties Our Property & Casualty licensed Personal Lines OR Commercial Lines Customer Care Specialist is responsible and focused on managing the day-to-day on personal lines OR commercial lines insurance for active client. This role will take approximately 30-50 calls per day and be responsible for inbound sales and fulfillment. The goal is to proactively and efficiently educate new customers about policy coverages based on their needs, and to meet the required targets set forth by our client agreement. The Customer Care Specialist serves as the primary contact and liaison with clients to ensure ongoing consistency. Our commitment to the client is to provide positive and quality fulfillment in all areas, ensuring timely and accurate product delivery. Candidate will be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills, and have a solid personal lines insurance knowledge base. Core Duties - Inform, educate, and make suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs - Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account managers / customers / prospects - Adapt to various insurance carrier rating websites - Solve problems quickly and effectively and implement solutions to meet the needs of customer / prospect - Forge relationships with customer / prospects and insurance carriers - Proactively research and have detailed knowledge of current 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 find solutions - Identify and communicate to team leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue - Other duties as assigned. Minimum Requirements - High School Diploma or Equivalent - 1 to 3+ years of Personal Lines Experience OR 2+ years of Commercial Lines Experience - Active Property & Casualty Insurance License - Work from home remotely in United States only - Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No Satellite Knowledge, Skills and Abilities - Firm working knowledge of personal lines coverages and services - Experienced user of Agency Management Systems and Electronic Document Management - Be self-starter, creative, and problem solver - Must be detailed oriented and well 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 well as proficiency in using carrier websites and in Microsoft Outlook, Excel, and Word as well as Adobe 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. Equal Employment Opportunity Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

About Patra Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower 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, quality control and account audits, to operation centers in the US, India, and the Philippines. Core Duties The Select Account Associate Manager supports the Account Manager (AM) in all aspects of desk management, gradually assuming responsibilities to promote into an Associate Account Manager and then an Account Manager position. Under direction, the Associate supports an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards. Develop and maintain relationships with clients, carriers, team members, India team and Client Consultants; Manage all aspects of customer service for clients; non-service center and surplus lines; support growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. The level of employee autonomy increases from junior through senior levels. Patra Core Competencies - Knows the Business - Leads Others - Accountable - Team Player Job Duties by Competency Knows the Business - Check policy discrepancy checklists against policies, endorsements, and applications - Advise AM of any changes needed - Assist in the renewal process including, but not limited to: - Create applications in agency management system - Request renewal changes from insureds - Follow up with carrier and/or insureds for pertinent information - Request quotes from carriers utilizing proper applications and corresponding documentation - Prepare quote presentation and details for AM’s review - Update Node as directed by AM - Prepare binders to be sent to the insured for AM’s review - Activity/task cleanup - Send certificate requests to the team - Process rush certificates needed under 2 hours - Respond to India team questions as directed by AM - Filing in document management system - Process endorsement requests and inquiries from insureds to carriers - Assist with finance quote requests and light accounting - Research issues as presented by AM and report back findings - Adapt to various insurance carrier rating websites - Assist in creating Broker of Record letters as directed by the AM (pre-filling information) - Order loss runs from carriers and wholesalers as needed - Complete surplus filings with information provided by the AM - Maintain a paperless workflow - Maintain knowledge of various states insurance guidelines - Understand customer challenges and partner to find solutions - Special projects as directed by Account Manager or Manager - Other duties as assigned Accountable - Solve problems quickly and effectively and implement solutions to meet the needs of account manager/client - Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account manager/client/team - Use analytical and critical thinking in work processes and communication skills - Identify and communicate to AM’s any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue Team Player - Forge relationships with account managers and insurance carriers - Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business - Must be detail-oriented - Superior organizational skills - Self-Starter - Excellent verbal and written communication skills - Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations - Excellent computer/internet/Microsoft skills - Excellent time management skills 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. Knowledge, Skills and Abilities - 1-5 years of Commercial Lines Retail Insurance Experience - Possess current and active insurance P&C license - Accurate data entry - Excellent typing skills - Compliance: Subject to and expected to comply with all applicable Patra Corp policies and procedures Working Conditions - Work from home - Minimum internet speed of 6 mbps download and 3 mbps upload, no satellite - Subject to and expected to comply with all applicable Patra Corp policies and procedures 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. Equal Employment Opportunity Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

About Patra Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower 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, quality control and account audits, to operation centers in the US, India, and the Philippines. Core Duties The Select Account Associate Manager supports the Account Manager (AM) in all aspects of desk management, gradually assuming responsibilities to promote into an Associate Account Manager and then an Account Manager position. Under direction, the Associate supports an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards. Develop and maintain relationships with clients, carriers, team members, India team and Client Consultants; Manage all aspects of customer service for clients; non-service center and surplus lines; support growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. The level of employee autonomy increases from junior through senior levels. Patra Core Competencies - Knows the Business - Leads Others - Accountable - Team Player Job Duties by Competency Knows the Business - Check policy discrepancy checklists against policies, endorsements, and applications - Advise AM of any changes needed - Assist in the renewal process including, but not limited to: - Create applications in agency management system - Request renewal changes from insureds - Follow up with carrier and/or insureds for pertinent information - Request quotes from carriers utilizing proper applications and corresponding documentation - Prepare quote presentation and details for AM’s review - Update Node as directed by AM - Prepare binders to be sent to the insured for AM’s review - Activity/task cleanup - Send certificate requests to the team - Process rush certificates needed under 2 hours - Respond to India team questions as directed by AM - Filing in document management system - Process endorsement requests and inquiries from insureds to carriers - Assist with finance quote requests and light accounting - Research issues as presented by AM and report back findings - Adapt to various insurance carrier rating websites - Assist in creating Broker of Record letters as directed by the AM (pre-filling information) - Order loss runs from carriers and wholesalers as needed - Complete surplus filings with information provided by the AM - Maintain a paperless workflow - Maintain knowledge of various states insurance guidelines - Understand customer challenges and partner to find solutions - Special projects as directed by Account Manager or Manager - Other duties as assigned Accountable - Solve problems quickly and effectively and implement solutions to meet the needs of account manager/client - Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account manager/client/team - Use analytical and critical thinking in work processes and communication skills - Identify and communicate to AM’s any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue Team Player - Forge relationships with account managers and insurance carriers - Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business - Must be detail-oriented - Superior organizational skills - Self-Starter - Excellent verbal and written communication skills - Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations - Excellent computer/internet/Microsoft skills - Excellent time management skills 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. Knowledge, Skills and Abilities - 1-5 years of Commercial Lines Retail Insurance Experience - Possess current and active insurance P&C license - Accurate data entry - Excellent typing skills - Compliance: Subject to and expected to comply with all applicable Patra Corp policies and procedures Working Conditions - Work from home - Minimum internet speed of 6 mbps download and 3 mbps upload, no satellite - Subject to and expected to comply with all applicable Patra Corp policies and procedures 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. Equal Employment Opportunity Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

About Patra Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower 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, quality control and account audits, to operation centers in the US, India, and the Philippines. Core Duties The Commercial Lines Account Manager needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid Commercial Lines insurance knowledge base and Property & Casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided. The Account Manager will manage proactively and efficiently an agreed upon book of business and utilize India team to support while adhering to Patra Select servicing standards. Core Duties - Develop and maintain relationships with clients, carriers, team members, India team and Implementation Consultants. - Service and manage all aspects of customer service for clients in accordance with both Patra and agency procedures. - Provide monthly recaps to agencies by 10th of each month to main agency contact and Manager. - Ensure expiration lists are in SharePoint utilizing correct template and format. - Manage retention for service center, non-service center and surplus lines, as it applies. - Promote growth of existing book through account rounding and new business. - Adhere to Patra Select Servicing Standards for all aspects of managing book of business. - Maintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc. in accordance with both Patra and agency procedures. - Utilize India team for all workflows in place for specific agency. - Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required. - Deliver strong customer service by responding within 48 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day. - Stay abreast of current market conditions and technical knowledge of products and tools available. - Use deductive reasoning and critical thinking in work processes and communication skills. - Identify and communicate to Manager any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue. - Maintain a paperless workflow for both Patra and agency. - Other duties as assigned. - 3 to 5+ years of Commercial Lines Retail Insurance Experience. - Active Property & Casualty Insurance License. - High School Diploma or equivalent. - Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite. Knowledge, Skills and Abilities - Superior organizational skills. - Highly detailed. - Understand customer challenges and partner with them to find solutions. - Self-Starter. - Excellent verbal and written communication skills. - Excellent computer/internet/Microsoft skills. - Patience and eagerness to be culturally effective with offshore (India based) employees. 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. Equal Employment Opportunity Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

About Patra Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower 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, quality control and account audits, to operation centers in the US, India, and the Philippines. Core 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 believe by strengthening our back office, this allows the Account Manager the time and ability to truly develop a relationship with our clients. As an Employee Benefits Account Manager, you will be assigned a block of small employee benefits account business with a targeted book of $350,000 to $500,000 revenue range, be the main point of contact to the client, responsible for day to day servicing of accounts, and maintain and retain business by coordinating resources provided to you, to assist, advise, and place coverage for new business as well as renewals. - Develop and maintain relationships with clients, carriers, team members, India team, and Implementation Consultants. - Service and manage all aspects of customer service for clients in accordance with both Patra and agency procedures. - Manage retention of policies. - Promote growth of existing book through account rounding and new business. - Adhere to Patra Benefits Servicing Standards for all 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 all workflows in place. - Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required. - Deliver strong customer service by responding within 24 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day. - Stay abreast of current 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 well as various other elements of the book such as increasing revenue. - Maintain a paperless workflow. - Other duties as assigned. - 3 to 5+ years of Employee Benefit Retail Insurance Experience. - Active Life & Health Insurance License. Knowledge, Skills and Abilities - Proficiency with core Benefits insurance coverages. - Must be able to demonstrate a high level of proficiency with carrier online platforms. - Demonstrated ability to communicate effectively and professionally with clients and internal staff. - Demonstrate a sense of urgency, initiative, responsiveness, and attention to detail - Must be able 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 find solutions. - Excellent verbal and written communication skills. - Excellent computer/internet/Microsoft skills. - Patience and eagerness to be culturally effective with offshore (India based) employees. Working Conditions - Work from home remotely in United States 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 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. Equal Employment Opportunity Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

About Patra Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower 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, quality control and account audits, to operation centers in the US, India, and the Philippines. Core Duties Reporting to the SVP Customer Experience, the Vice President of Client Engagement has full oversight of an assigned client or client portfolio. This role demands an accomplished and strategic executive lead to continue to drive the success for assigned business with interaction with Patra executive leadership as well as Operations and fosters a culture of teamwork and excellence across the horizontal of Patra. This position requires a seasoned leader with extensive experience in client management, a deep understanding of industry dynamics, and a proven ability to drive business growth. You will be responsible for overseeing the day-to-day operations of your account(s) portfolio ensuring alignment with overall business strategies. Must have a proven history of superior relationship management skills and can demonstrate how their account oversight has retained existing revenue and delivered revenue growth for large complex specialty / wholesale account(s). Patra Core Competencies: - Strategic Leadership – Develop and execute an account strategy that aligns with the overall business goals of the organization - Collaboration – within Patra executives and C-suite and the same on client side to identify and capitalize on growth opportunities - Client Relationship Management – Ensure the establishment and maintenance of strong, trust-based relationships with key stakeholders throughout the client organization - Knows the Business – Insurance (P&C, Life, Specialty) and Financial Services expertise - Digital Transformation – An in depth understanding of how technology is reshaping traditional insurance practices, enhancing customer experiences and improving operational efficiencies including but not limited to automation and AI, data analytics, and customer experience. Core Duties by Competency: Knows the Business - Monitor Account Performance Metrics – that drive customer engagement and retention for sold and delivered. - Objective and Key Results (OKR’s) – Identify client’s specific and qualitative goals that are quantifiable and measurable. Create ways to work with clients to track and report progress to OKR’s. - Relationships – establishing key client relationships across the organization that focuses on growth and expansion opportunities for existing services and net new services. - Best Practice Recommendations - leverage industry and Patra Operations insights to recommend the best practices that will drive outcomes for the client. - Engagement – Proactively engage in issues / opportunities with the ability to resolve conflict or challenges. Leads Others - Consultative Services – able to consult on emerging industry trends/technology (not exclusive to Patra) thereby becoming the client’s “trusted advisor” centered around Patra’s Point of View. - Serve as the Patra Primary POC – Build a strong and trusted relationship with key client stakeholders. - Client Feedback - Conduct regular feedback sessions with clients to gather insights into continuous improvement and innovation. - Value Delivery - Guide client through the implementation and usage of our specialty insurance solutions to ensure maximum value is achieved. Accountable - Innovation – Create innovative ideas, products or methods or solutions that address and solve client’s business challenge(s). - Cross-functional collaboration – Interface with Patra product development, Marketing and Operations to address client needs and deliver value. - Account Risk Management - Identify and mitigate risks that may impact account health or client satisfaction. - Account Reviews - Conduct regular account reviews, QBRs and strategic planning sessions to understand client objectives, address concerns, and develop action plans. - Financial Management – Manage the account’s financial performance, including budgeting, forecasting, and works with Operations on resource forecasting/allocation to optimize profitability. - Pricing Strategies – develop pricing strategies in collaboration with the commercial committee to ensure competitiveness and margin maintenance. - Industry Trends – Stay abreast of industry trends, competitive landscape, and client needs to proactively propose innovative solutions and value added services. - Product Team – collaborate with product team to ensure that offerings align with client requirements and market expectations. Team Player - Customer Advocacy – Serve/function as the voice of the client within Patra, advocating for their needs and driving necessary product enhancements aligned with Ops and Technology. - Reporting - Prepare and present performance reports to clients and internal stakeholders to demonstrate value realization. - Other tasks as required. Minimum Requirements - Bachelor’s degree required, MBA, desired. - 15+ years’ experience in Retail / Specialty / Wholesale Insurance Market or Financial Services either in Service Delivery, technology and/or consulting services. - Prior experience from a large consulting firm with demonstrated experience in strategy, technology, change management and client advisory. - Proven track record in managing large accounts and driving significant revenue growth. - Exceptional interpersonal and communication skills, with a strong ability to influence stakeholders at all organizational levels - Excellent at relationship management with a proven track-record of growing a large and complex account/customer. - Strong analytical and problem-solving abilities, with a focus on data-driven decision-making. - Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively. - Highly skilled at formulating and constructing strategic proposals that contain a compelling financial (revenue, margin, and/or valuation) value proposition that resonates with a C-Suite buyer. - A command of Complex sales cycles and the associated decision-making processes. - A history of maintaining revenue and achieving/exceeding assigned revenue Goals. - A background and skills in "Consultative Solutioning" techniques and associated terminology. - Strong negotiation skills and deep experience with all aspects of contracts: Business, Financial and Terms. - An ability to leverage entry points and references within enterprise accounts that lead to access to other parts of the enterprise. - Ability to work in a decentralized remote organization. - Excellent presentation and communication skills. - High integrity with the ability to build relationships - both internally and externally. - Understands OKR’s, Planning and Delivery methodologies and tools associated with oversight including MSO, Miro or like products, etc. Working Conditions - Work from home - Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite 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. atra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees. Equal Employment Opportunity Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

About Patra Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower 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, quality control and account audits, to operation centers in the US, India, and the Philippines. Core Duties The Commercial Lines Account Manager candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid commercial lines insurance knowledge base and property & casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with small commercial lines clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided. Primary Responsibilities - Service and manage all aspects for small commercial clients and their policies. - Maintain and continue to develop client and company business relationships. - Retain and manage all policies including service center, non-service center, and surplus lines. - Promote growth of existing book through account rounding. - Market when necessary on renewal and new business. - Maintain clients / policies in agency management system. - Manage and coordinate processing of renewals, certificate of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team. - Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. - Stay abreast and maintain detailed knowledge of current market conditions and technical knowledge. - Maintain knowledge / understanding of technology-based tools and solutions. - Provide good customer service. - Use analytical and critical thinking in work processes and communication skills. - Maintain a paperless workflow. - Protects confidentiality of information. - Other duties as assigned. Minimum Requirements - Education & Experience - 3 to 5 years of Commercial Lines Retail Insurance Experience. - Active Property & Casualty Insurance License. Knowledge, Skills and Abilities - Firm working knowledge of commercial lines coverages and services. - Understanding and knowledge of handling small commercial lines accounts. - Experienced user of Agency Management System and Electronic Document Management. - Be self-starter, creative, and problem solver. - Must be detail oriented and well organized. - Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe. - Ability to deliver results to clients through coordinating and managing efforts of others. - Ability to resolve problems independently. - Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available. Working Conditions - Work from home remotely in United States 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 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. Equal Employment Opportunity Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.