Offer summary

Qualifications:

Effective time management and teamwork skills are essential., Excellent written and verbal communication abilities are required., Experience in the insurance industry is preferred but not mandatory., Proficiency in Microsoft Suite, particularly Excel and PowerPoint, is necessary..

Key responsabilities:

Support Client Consultants in servicing clients and managing calls with offshore teams.

Assist with monthly invoicing by reviewing and analyzing billing reports.

Generate reports and gather data while troubleshooting service and IT issues.

Complete additional projects as assigned by senior consultants.

Job description

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 Associate Client Consultant supports and assists the Client Consultants and Senior Client Consultants in activities associated with servicing clients. The Associate 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 a work from home position.

Providing support to Client Consultants: Assist with client and offshore team calls, updating job aid and workflow documents, drafting Power Point presentations
Assisting with Monthly Invoicing: Review, update and analyze billing reports, assist with delivering invoice and documentation to clients
Data Gathering: Generating Reports, requesting offshore team feedback
Troubleshooting: Service and IT/login issues/errors
Other duties: Projects as assigned.

Minimum Requirements

Client Facing, managing user onboarding/login set up and access for multiple IT systems and platforms
Insurance Industry Experience and License preferred but not required
Work from home remotely in United States only
Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite

Knowledge, Skills And Abilities

Time 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

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.

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