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Commercial Lines Manager

Company: Patra Corporation
Location: Boise
Posted on: January 16, 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, Other , Boise, Idaho

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