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Commercial Lines Manager

Company: Patra Corporation
Location: Boise
Posted on: January 15, 2020

Job Description:

Role Purpose: To manage and lead a team of AM's that meet clients' customer service needs while adhering to Patra Select Servicing Standards. Primary Responsibilities: -Manage and monitor PTO usage -Ensure that each AM has a backup assigned for phones, emails, and tasks -Mentor AM's through regular check-ins, reviewing renewals, activities, and email to ensure Servicing Standards are met, and resolve any outstanding issues -Oversight of individual's desk time management and organization -Hold monthly team meetings to communicate Patra Select updates, goals, etc. -Ensure monthly recaps are sent to agencies by 10th of each month utilizing correct template and format with Manager cc'd, as required by agency and uploaded to SharePoint -Confirm monthly expiration lists and/or current book of business are uploaded to SharePoint -Check Node frequently for each AM to ensure information is updated consistently to meet Servicing Standards -Complete both monthly and quarterly compliance audits for all team members -Coordinate with Implementation Consultants regarding workflows and utilization of team -Take action to help correct staff shortcomings as needed, including disciplinary actions -Ensure AM has proper licensing for states required by agency (does not apply to SS AM's) Supporting Responsibilities: -Attend all Patra Select Manager meetings and check-in calls -Attend Leadership Cohorts provided by Paul Burke Position Description Supporting Responsibilities, continued: -Complete Audit scorecards and Cumulative Audit scoresheet after each audit -Maintain a Conversation Log for each AM throughout each month -Update Bonus Metric worksheet each month for each AM, using data from renewal recap email, Retention Tracking app and Compliance audits -Provide any comments and/or exceptions on Bonus Metric as needed -Provide annual performance reviews for each AM by AM's work anniversary -Complete Performance Improvement Plan and implement check-in calls with AM, as required -Assist Training& Implementation Consultants with new hire training, including agency management systems, remote desktop, and all Patra-owned systems and databases -Act as a resource for Patra Select account managers regarding markets, coverages, and time management tools and resources -Assist in implementing any new initiatives as directed by Management team -Report any issues (performance, E&O or personal) to Senior Manager& Senior Director Required Skills: -Ability to work well within all levels of the organization -Possess a coaching and mentoring skillset vs. micro managerial approach -Execute quick and sound decisions based on evidence provided -Willingness to reach out to Senior Manager and/or Senior Director with escalation issues -Possess excellent oral and written communication skills -Ability to remain calm under pressure in high-stress environment and project positive"can-do" attitude to team -Proficiency to identify problems and provide resolution and resourcefulness as needed -Aptitude for fostering positive relationships with people from all walks of life -Act with initiative and determination with little to no supervision from Management -Accomplish tasks assigned within given deadlines with conscientiousness and drivePandoLogic. Keywords: Implementation Consultant, Location: Boise, ID - 83725

Keywords: Patra Corporation, Boise , Commercial Lines Manager, Executive , Boise, Idaho

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