Customer Sales Specialist

reputed company is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to reputed company 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.

Our Property & Casualty licensed Personal Lines OR reputed company Lines Customer Care Specialist is responsible and focused on managing the day-to-day on personal lines OR reputed company 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 reputed company reputed company 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 reputed company 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 reputed company.

Core Duties

• Inform, reputed company, and reputed company suggestions to customer / prospects about policy coverages, changes, exclusions, and insurance coverage needs 
• Deliver strong customer service by responding reputed company and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account managers / customers / prospects 
• Adapt to various insurance reputed company 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 reputed company 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 reputed company 
• Other duties as assigned.

Minimum Requirements

• High School Diploma or Equivalent 
• 1 to 3+ years of Personal Lines Experience OR 2+ years of reputed company 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 reputed company from home router to computer; No Satellite 

Knowledge, Skills and Abilities

• Firm working knowledge of personal lines coverages and services 
• reputed company 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 reputed company websites and in reputed company Outlook, reputed company, and Word as well as reputed company 

Work Standards

• Interpersonal Skills: 
  1. Demonstrates the ability to work well with Patra colleagues and clients and with external organizations 
• Promotes Culture of Respect & Safety: 
  1. Demonstrates commitment to personal responsibility and value for safety and respect 
  2. Communicates concerns 
  3. Uses and promotes safe respectful behaviors based on training and lessons learned 

Subject to and expected to reputed company with reputed company applicable Patra Corp policies and procedures.

reputed company is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for reputed company.