Patra Corporation

The Employee Benefits Account Manager serves as the primary point of contact for a block of small group clients, managing day-to-day servicing, renewals, and new business placement. They coordinate with offshore teams and internal resources to ensure efficient policy management, retention, and high-quality customer service.

The Account Manager serves as the primary liaison for clients, managing day-to-day servicing, renewals, and new business development. They are responsible for maintaining client relationships, ensuring policy accuracy, and collaborating with offshore teams to meet service standards.

The Implementation Consultant manages client onboarding, translates business requirements into effective process designs, and ensures operational readiness. They also lead the transition to operations, manage project risks, and facilitate training for internal and client teams.

The Select Senior Manager leads a team of Managers to ensure client customer service needs are met according to servicing standards. Responsibilities include conducting performance reviews, managing KPIs, and overseeing compliance audits for account management teams.

Lead the full BPO implementation lifecycle from kickoff to operational transition, ensuring seamless onboarding for new clients. Coordinate internal workstreams and global delivery centers to translate contracted scopes into executable operational models.