3 days ago


Phoenix, AZ


Full Time

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 Duties

* Manage 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 by not required

* Experience working Agency Management Systems

* Comprehensive knowledge of various lines of Commercial & Personal Line coverages

Knowledge, Skills and Abilities

Time Management/Organization:
Prioritizing, Planning, Focus

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

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

Project Management, Empathy, Listening, Versatility, Delegation

Work Ethic:
Integrity & Accountability, Professionalism, Initiative, Self-motivation, Discipline, Commitment

Microsoft Suite Proficien
t: 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

Knowledge and experience with various Agency Management Systems, Outlook, Zoom and Power BI is helpful

Working Conditions

  • Work from home
  • Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite


  • 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/squat

* 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

  • 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