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Employee Benefits Account Manager - Remote

June 23, 2026

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 Employee Benefits Account Manager relies on back office support to handle the mundane tasks that are commonly associated with an Account Management role. We believe by strengthening our back office, this allows the Account Manager the time and ability to truly develop a relationship with our clients. As an Employee Benefits Account Manager, you will be assigned a block of small employee benefits account business with a targeted book of $350,000 to $500,000 revenue range, be the main point of contact to the client, responsible for day to day servicing of accounts, and maintain and retain business by coordinating resources provided to you, to assist, advise, and place coverage for new business as well as renewals.<ul><li>Develop and maintain relationships with clients, carriers, team members, India team, and Implementation Consultants.</li><li>Service and manage all aspects of customer service for clients in accordance with both Patra and agency procedures.</li><li>Manage retention of policies.</li><li>Promote growth of existing book through account rounding and new business.</li><li>Adhere to Patra Benefits Servicing Standards for all aspects of managing book of business.</li><li>Maintain clients and policies in agency management system including tasks/activities, attachments, initiating email, etc.</li><li>Utilize India team for all workflows in place.</li><li>Make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs, and provide clarification and definitions as required.</li><li>Deliver strong customer service by responding within 24 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day.</li><li>Stay abreast of current market conditions and technical knowledge of products and tools available for small group employee benefits.</li><li>Use deductive reasoning and critical thinking in work processes and communication skills.</li><li>Identify and communicate to Team Leads any areas where efficiencies can be improved as well as various other elements of the book such as increasing revenue.</li><li>Maintain a paperless workflow.</li><li>Other duties as assigned.</li><li>3 to 5+ years of Employee Benefit Retail Insurance Experience.</li><li>Active Life & Health Insurance License.</li></ul> Knowledge, Skills and Abilities<ul><li>Proficiency with core Benefits insurance coverages.</li><li>Must be able to demonstrate a high level of proficiency with carrier online platforms.</li><li>Demonstrated ability to communicate effectively and professionally with clients and internal staff.</li><li>Demonstrate a sense of urgency, initiative, responsiveness, and attention to detail</li><li>Must be able to maintain the highest level of confidentiality.</li><li>Proven ability to handle multiple tasks simultaneously, exceptional organizational skills, and the ability to meet designated deadlines are required.</li><li>Exhibit a high level of energy and teamwork orientation.</li><li>Self-starter, highly detailed, and superior organizational skills.</li><li>Understand customer challenges and partner with them to find solutions.</li><li>Excellent verbal and written communication skills.</li><li>Excellent computer/internet/Microsoft skills.</li><li>Patience and eagerness to be culturally effective with offshore (India based) employees.</li></ul>Working Conditions <ul><li>Work from home remotely in United States only</li><li>Minimum internet speed of 6 mbps download and 3 mbps upload; Directly connected into modem; No satellite </li></ul> Compensation<ul><li>Competitive Salary / Benefits / PTO </li></ul>Physical Requirements* <ul><li>Constantly perform desk-based computer tasks.</li><li>Frequent sitting.</li><li>Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds.</li><li>Sort/file paperwork, rarely twist/bend/stoop/squat.</li></ul>* Consistent 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<ul><li>Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations.</li><li>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.</li><li>Subject to and expected to comply with all applicable Patra Corp policies and procedures.</li></ul> 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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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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