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.

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.

• 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