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Job Description
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
Account Sales Executives are responsible for overall customer relationship within the designated accounts (as directed by the Enterprise Sales Manager), Cross Selling, Up Selling and overall expansion of the relationship. Account Executives will report to an Enterprise Sales Manager to drive growth, market penetration and customer satisfaction.
Core Duties
- Execution and attainment of growth targets:
- Cross Selling
- Up Selling
- Revenue
- Account Planning
- Segment focus and assignment per direction of Enterprise Business Development Manager
- Relationship building and management
- Coordination & communication with Client Consulting functions to ensure overall continuity within Accounts
- Forecasting of Deals and PARR – frequency and accuracy
Experience
- Prior B2B Sales Experience with a consistent track record of account expansion and achievement of sales goals/quotas – in Enterprise Accounts
- Experience within the Insurance industry is a must
- Ability to identify opportunities for growth – that align with Patra Services
- Prior experience with the development, documentation and execution of Account Plans
- Ability to maneuver large complex accounts
- Build a network of contacts and trust within the accounts – at multiple levels
- Excellent communication skills – written and verbal
- Command of the sales process and the role of Account Management
- Ability to travel to customer sites and industry events
- Experience with Sales Contracts at both the MSA and SOW level
- Strong negotiation skills and excellent use of business judgement
- A command and use of a CRM for Account and Deal visibility and forecasting
Working Conditions
- Work from home
- Minimum internet speed of 6 mbps download and 3 mbps upload; no satellite
Compensation
- 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
