Select Manager
Boost your chances before you apply.
Patra Corporation
US
Summary
The Select Manager leads and mentors a team of Account Managers to ensure high-quality customer service and adherence to company standards. They are responsible for hiring, conducting compliance audits, and facilitating team communication and goal achievement.
Job Description
About Patra
If you’re good at what you do, work anywhere. If you’re the best at what you do, come work at Patra! We are leading the way in providing Technology-Enabled Services to the insurance industry. We have a culture first approach that puts inclusivity and work/life balance at the forefront. We do this 100% remotely, always have.
Core Duties
About this job
Under direction, the Select Manager proactively and efficiently leads a team of Account Managers to meet clients’ customer service needs while adhering to Patra Select Servicing Standards.
Core Duties
- Manage and mentor Account Mangers through regular check-ins, coaching, constructive feedback and strength development; taking action on issues and reporting such to Senior Manager and coordinating with Training Manager as needed
- Conduct interviews and make hiring selections in coordination with one additional Manager
- Ensure each Account Manager has proper licensing, and back-ups for phones, emails and tasks and oversee desk time management and organization for team
- Participate in weekly Leadership meetings, Leadership Cohorts and Manager meetings
- Act as resource for Account Managers regarding markets, coverages and time management
- Assist Implementation Consultants with new hire training and coordinate on workflows and utilization of team
- Interact with Agency Contact as needed on all relevant issues
- Assist implementation of all new initiatives as directed by Management team
- Hold monthly team meetings to communicate department updates, goals, etc.
- Complete compliance audits for all team members
- Other duties as assigned
Supporting Responsibilities:
- 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 revenue
Equal Employment Opportunity
Minimum Requirements
- Minimum of 6 months experience – 1 year preferred – with Patra
- Active Property & Casualty Insurance License
- 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
- Foster relationships at all levels of the organization
- Coaching/mentoring mindset
- Proficiency to identify problems and provide sound resolution
- Ability to remain calm under pressure and project positive attitude to team
- Detail-oriented with superior organizational skills
- Act with initiative and determination with little supervision
- Excellent verbal and written communication skills
- Excellent computer/internet/Microsoft skills
- Excellent time management skills
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
Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.
Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining an agentic platform, process intelligence, and expert teams, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.
Founded
2005
Company size
5,001-10,000 employees
Industry
Insurance
Org type
Privately Held
Headquarters
El Dorado Hills, California
Patra is an outcome-focused operating partner working exclusively for the insurance industry. Combining an agentic platform, process intelligence, and expert teams, Patra delivers measurable results to clients. With 20 years of deep domain expertise, exceptional client retention rates, and significant sustained investment in AI, Patra partners with agencies, brokers, MGAs, MGUs, and carriers to transform how insurance operations are delivered.
Founded
2005
Company size
5,001-10,000 employees
Industry
Insurance
Org type
Privately Held
Headquarters
El Dorado Hills, California