Patra Corp
About Patra Patra Corporation is a global leader in insurance back-office and account management business process outsourcing. We provide a wide range of services designed to lower costs, reduce risk, and improve 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 operations centers in the US, India, and the Philippines. About this job Provide day-to-day account management to less complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review. Support Program Managers and Account Executives. Responsibilities Serve as a dedicated operational partner, taking ownership of daily commercial insurance servicing activities with minimal supervision. Build and prepare insurance submissions for carrier marketing and quoting. Issue, manage, and maintain Certificates of Insurance (COIs), ensuring accuracy and timely delivery. Coordinate policy renewals, including gathering required information, preparing renewal documentation, and tracking renewal timelines. Conduct marketing activities and carrier outreach to obtain quotes, coverage options, and underwriting information. Proactively follow up on outstanding items, carrier requests, renewals, endorsements, and client inquiries to ensure timely resolution. Process policy transactions, endorsements, renewals, and servicing activities within the Epic management system. Maintain accurate policy and client documentation in Epic and agency document management systems. Partner with Account Executives and Program Managers to support account retention and client satisfaction. Manage day-to-day insurance operations, enabling leadership to focus on client relationships, complex insurance matters, agency growth, and strategic initiatives. Knowledge, Skills and Abilities: 3+years of Commercial Lines insurance servicing, marketing, or account management experience. Highschool diploma or graduate equivalent degree required. Hands-on experience with Epic and commercial insurance renewal workflows. Experience managing certificates, submissions, carrier marketing, and policy servicing processes independently. Proven ability to independently manage multiple accounts, priorities, and deadlines with minimal supervision. Strong follow-up, organizational, and time-management skills with exceptional attention to detail. Experience working directly with insurance carriers and underwriters for marketing, quoting, and policy servicing activities. Ability to proactively identify and resolve issues while maintaining outstanding customer service standards. Working knowledge of Microsoft Office suite of products. Strong verbal, written, and interpersonal communication skills. Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions. Ability to be flexible and adaptable to changing priorities and deadlines. Ability to work effectively in a team environment and across all organizational levels. Qualifications Capable to work from home; with stable internet connection and a back up line (minimum 25 mbps internet speed both download and upload) Capable to work from home; with stable internet connection and a back up line (minimum 25 mbps internet speed both download and upload) 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 Be present and ready to start your shift on time daily Benefits Training is provided HMO card after 30-60 days of employment (up to two eligible dependents) 13th month pay Life Insurance for both principal and dependent Government mandated benefits Performance Bonus Differentials will be paid for night shift and Philippine holiday work time. Meal, utility and transportation allowance Philippine labor/overtime laws will be followed (if OT required) 12 days VL and 10 SL credits per annum Monday-Friday work schedule. Weekends off Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees Pay: Php27,000.00 - Php33,000.00 per month Work Location: Remote
Patra Corp
