On Demand P&C Client Consultant – Remote Job Vacancy in Patra Corp Hardin, MT 59034 – Latest Jobs in Hardin, MT 59034

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Company Name : Patra Corp
Location : Hardin, MT 59034
Position : On Demand P&C Client Consultant – Remote

Job Description : About Patra
Patra is a leading provider of Technology-Enabled Services to the insurance industry. Patra’s team of global experts allow brokers, MGAs, wholesalers and carriers to capture the Patra Advantage – profitable growth and organizational value.
Patra powers insurance processes by optimizing the application of people and technology; supporting insurance organizations as they sell, deliver and manage policies for their customers.
About this job
The Client Consultant oversees the day-to-day servicing and managing of assigned group of clients and their processes as well as coordination of offshore teams. The Client Consultant candidate needs to be effective at time management and teamwork, possess excellent written and verbal communication skills, be highly adaptable and able to problem solve. This is a work from home position.
Core DutiesManage Client Relationships: Involvement in service implementations, regular check-in calls, expand and cross-sell services
Manage Processes: Gather and analyze data, create action plan, execute service improvements and efficiencies, monitor average handling and turnaround times, update Job Aids and Workflows, troubleshoot errors/issues
Manage Offshore Teams: Meetings with teams, monitor staffing changes, analyze and resolve production issues, train offshore teams
Invoicing: Review, update and analyze monthly billing reports and deliver to clients. Follow up on account receivables
Stewardships: Presentation creation and delivery of presentation to client
Sales Support: Assist on prospect calls, support sales with concerns/questions, other internal meetings with sales
Corporate Duties: Department monthly meetings, seminars/training on Patra University, IT training, licensing updates, HR requests/updates, submit expenses, other training as scheduled
Mentoring: Mentoring & training Associate Client Consultants, helping peers with questions
Consulting and/or helping with other resources and depts
Projects as assigned
Minimum Requirements – Education & Experience
Minimum 5+ years Commercial industry experience
License preferred but not required
Experience working Agency Management Systems
Comprehensive knowledge of various lines of Commercial & Personal Line coverages
Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite
Knowledge, Skills and AbilitiesTime Management/Organization: Prioritizing, Planning, Focus
Teamwork: Collaboration, Active listening, Coordination, Idea exchange
Effective Communication Skills: Oral & written, Strong public speaker, Ability to communicate among multiple levels of an organization, Clarity, Respect, Friendliness, Listening, Engaging & outgoing personality
Adaptability: Flexibility, Self-management, Decision making, Perform well and stay calm under pressure, Optimism
Emotional Intelligence: Empathy, Humor, Sensitivity, Patience, Diplomacy
Problem Solving & Analytical Skills: Analysis & Resolution, Observation, Creative Thinking, Ability to anticipate potential issues or problems, Attention to detail, Critical observation, Identifying trends, Deductive reasoning, Strong memory
Leadership: Project Management, Empathy, Listening, Versatility, Delegation
Work Ethic: Integrity & Accountability, Professionalism, Initiative, Self-motivation, Discipline, Commitment
Microsoft Suite Proficient: Excel – creating and evaluating spreadsheets and data, creating and using pivot tables, formulas, formatting, graphs and charts, PowerPoint – collecting, researching, analyzing data and formatting into a presentation, Word – creating/updating Workflows and Job Aids, formatting
Other: Knowledge and experience with various Agency Management Systems, Outlook, Zoom and Power BI is helpful
Working Conditions
Work from home
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/squatConsistent 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

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