Job Closed
This listing is no longer active.
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.
Associate Account Manager - Commercial Lines
Location
United States
Posted
113 days ago
Salary
0
Seniority
Lead
No structured requirement data.
Job Description
Associate Account Manager - Commercial Lines
Patra Corporation
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.
Related Guides
Related Job Pages
More Account Manager Jobs
• Own and drive global Gross Revenue Retention (GRR), Net Revenue Retention (NRR), and Expansion Revenue targets. • Develop and execute renewal and upsell strategies across enterprise, mid-market, and strategic accounts. • Establish structured account growth plans to systematically identify and close expansion opportunities, including upsell and cross-sell of additional modules, capacity, and services. • Implement proactive churn mitigation frameworks and risk scoring methodologies. • Lead commercial strategies that maximize account penetration and wallet share within the installed base. • Partner closely with Sales and Customer Success to transition accounts from adoption to expansion. • Drive disciplined expansion pipeline management and accurate forecasting within CRM (e.g., Salesforce). • Lead pricing, packaging, and discounting strategies to optimize renewal and expansion outcomes. • Build, mentor, and scale a high-performing global Account Management team focused on both retention and growth. • Establish performance metrics, quotas, and compensation plans aligned to GRR, NRR, and expansion revenue. • Foster a culture of accountability, commercial ownership, and proactive account growth. • Create career progression frameworks and leadership development programs within the team. • Implement data-driven processes to track churn drivers, expansion trends, renewal timing, and upsell conversion rates. • Standardize renewal and expansion playbooks, account planning frameworks, and engagement cadences. • Partner with Revenue Operations to enhance reporting, dashboards, and expansion analytics. • Align with Customer Success, Sales, Product, Finance, Legal, Marketing, and Support to ensure seamless renewal and expansion. • Provide structured customer feedback to Product and Engineering teams to inform roadmap prioritization. • Work with Marketing to support customer advocacy, case studies, and expansion campaigns. • Support executive-level customer engagement for strategic growth accounts. • Develop multi-year retention and expansion strategy aligned with company growth objectives. • Evaluate segmentation and coverage models to optimize expansion efficiency and account penetration. • Drive process automation and tooling improvements to scale renewal and expansion operations. • Contribute to board-level reporting on retention, expansion, and customer lifetime value metrics.
• The Clinical Account Manager (CAM) acts as the primary customer contact for sales demand creation by executing marketing strategy and promoting Sobi products • Provides current and comprehensive clinical knowledge of Sobi’s products and effectively communicates the on-label clinical benefits of the products • Expected to achieve territory sales by executing Plan of Action (POA) marketing strategies • Delivering branded sales messages to customers and representing Sobi at local meetings • Achieving or exceeding sales targets • Responsible for representing Sobi’s products and services to a defined customer base, generating and growing sales and consistently achieving or exceeding sales goals • Actively promotes the appropriate use of Sobi products to healthcare professionals in accordance with all Corporate, PhRMA, and OIG guidelines • Develops and implements a territory business plan to meet customer needs and achieve sales goals and weekly analysis of territory sales data
Senior Commercial Account Manager
IvantiIvanti finds, heals and protects every device, everywhere – automatically.
• The main purpose of this role is to meet identified sales targets by selling products, systems, and services via telephone or electronic means to customers or accounts within an assigned territory • You will conduct outbound sales campaigns for company's accessories, services, peripheral, add-on, and upgrade products • This role will generate prospective opportunities through cold calling and qualifying and following up with sales leads from other sources (sales can be made through multi-channel, inbound and/or outbound sales activities) • Build and develop relationships within assigned accounts, and identifying new prospects • Meet or exceed identified sales targets, while exceeding company standards for activity metrics (phone, contact, and pipeline generation) and documentation of customer interactions • Responsible for accurate and timely revenue forecasting and updates • Execute policies and procedures related to opportunity quoting and sales order processing and ensure all sales orders are processed to the agreement with the customer • Utilize customer relationship management (CRM) tools to maintain customer accounts, contacts, and sales records and other general administrative tasks to fulfill departmental targets.
Senior Global Account Manager
WescoWesco is a global wholesale distributor of communications, electrical, and utility solutions and supply chain services. As an employer, the company strives to f
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Senior Global Account Manager, you will maintain executive level client relationships at key large multinational organizations and provide consultative selling to support strategic long-term objectives and profitability of the organization. You will align Wesco’s vast resources to support our clients’ needs on a global scale to maximize our growth opportunity and expand product sets internationally. You will drive profitability through strategic account management and new business development and manage accounts, programs and/or projects of significant scope and complexity. You will develop, implement, and execute complex supply chain solutions across multiple sites, regions, and theatres. You will resolve complex issues and propose strategic solutions. - Ensures achievement of global sales revenue targets. - Ability to elevate and cultivate executive level relationships across countries (internally and externally). - Ability to negotiate large contracts, master supply agreements, master contractual agreements. - Good understanding of legal contract terms. - Must be able to understand the risk landscape and financial impacts of these contracts. - Need to understand both local impact of contracts, as well as global implications. - Expert ability to identify opportunities, assemble pursuit plan, lead contract negotiation, and assemble execution team to meet expected program/project financial performance. - Strong ability to develop and execute strategies to attract, grow, and maintain global customer relationships, including executive relationships, customer mapping, and reference selling. - Accountable to senior management globally to lead the development and execution of the Strategic Account Plans. - Provide tactical and strategic leadership in opportunity identification & issue resolution occurring within assigned account and/or business unit. - Takes the lead in pursuing new agreements, Value-Add/Total Cost of Ownership (TCO) commitments and increasing customer wallet-share. - Maintains and manages a pipeline of opportunities at named accounts, including Renewals, Projects, and share improvement opportunities. - Engages strategic supplier senior sales and senior management resources to enlist support and create solutions that adhere to corporate supplier strategy implications. - Strong capability to identify opportunity for related services offered by company, facilitate introductions, and engage in multi-person sales cycle while retaining customer control. - Cross collaboration across the entire Wesco organization, identify strategic solutions that “own the building”. - Communicates Customer Activity, Opportunity Status, Renewal Status, and Strategic Project progress to executive team. - Expert in strategic selling and takes the lead in high level sales engagements. - Identifies opportunities for improvement and recommends internal and external innovative solutions new to the marketplace. Qualifications - High School Degree or Equivalent required - Bachelor’s Degree – Sales, Business Administration, Engineering, or relevant field preferred - 7+ years - sales experience in outside sales or global account management - History of success maintaining and developing key relationships. - Ability to strategically manage large complex projects. - Ability to understand where potential exists in assigned accounts and can recognize and create opportunities. - Understanding of business and management principles involved in strategic planning, resource allocation, leadership techniques, production methods and coordination of people and resources. - Effective communication and interpersonal skills with an aptitude for building strong client relationships. - Ability to network and navigate the political landscape of large complex customers, with a focus on reaching the decision-maker regardless of title. - Negotiation and problem-solving skills. - Proficiency with CRM software and Microsoft Office. - A confident and relentless approach that can withstand significant internal & external pressure. - Understands how to navigate across cultures. - 7 years - Experience selling at an executive level as a key account manager/management of large account portfolios. - 7 years - Experience in executing in a matrix organization managing multiple stakeholders and projects. - Ability to travel 25% - 50% Requirements - This amount is what we reasonably believe we will pay for the position; however, offer amounts may vary based on factors such as geographic location, relevant education, experience, qualifications, skills, shift, or any collective bargaining agreements. - For eligible positions, compensation may include participation in a bonus or sales incentive plan, subject to the terms and conditions of the applicable plan documents. - For certain sales roles, Wesco also offers a commission structure that provides additional compensation based on sales results, as defined by the applicable commission plan. Benefits - In addition, Wesco offers a benefits program for eligible employees, which may include paid time off, medical, dental, and vision coverage, and retirement savings plans. - Additional details about benefits are available. Company Description At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on. Our Company’s greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits and active community engagement, we create an environment where every team member has the opportunity to thrive. Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500® company.



