National Employee Benefits Practice Leader
Patra Corporation
Work from home & office (El Dorado Hills, CA)
Posted On
February 27, 2018

Job Purpose:

Patra is seeking a National Benefits Practice leader to continue the build of our national employee benefits outsourcing business. The foundation has been laid with revenue in the millions and we have just scratched the market. This leader will bring with her/him established relationships in the Wholesale Broker, Retail Agency, Carrier, MGA, and technology industries, and the experience of managing and growing a multi-million-dollar benefits practice.

Patra Corporation is an established Insurance Business Process Outsourcer “BPO” providing technology enabled solutions and services to our established and growing customer base. Patra services Brokers, MGAs, and Carriers (small, middle and large market) in the Property & Casualty and Life & Health lines.

Core Duties:

Responsible for Brand, Strategy and vender (Wholesale Broker, Retail Agency, MGA, Carrier, Technology) relationships
Provide thought leadership to our partner firms as they grow their brokerage and consulting business with Patra
Create measurement approaches to assess program effectiveness through a variety of quantitative and qualitative tools
Lead significant client engagements
Mentor and grow consultants in the business to provide bench that keeps pace with the growing business
Develop growth strategies with the executive team and board of directors
Whiteboard outsourcing solutions with experienced practice leaders
Integrate software including AI and Machine Learning into service solutions
Utilize the outstanding capabilities of the most experienced and advanced BPO workforce in India
Involvement in industry leadership, i.e. Carrier Advisory Panels, Broker Industry groups, and Associations
Other duties as assigned

Minimum Requirements – Education and Experience:

Bachelor’s degree in Business, Human Resources, or related field of study
Life & Health License

Knowledge, Skills and Abilities:

Versed in the broad spectrum of employee benefits including elective and executive benefits. Focused, analytical, innovative, consultant and trusted advisor to c-suite and organization leaders
Ability to diagnose operational challenges and work collaboratively across organizations to implement creative, impactful solutions that reduce business risk and optimize performance
Proven success working in a fast-paced growing company; experience working at a technology company is a plus
Broker experience in Small, Middle and Large markets
Passion – for the company’s mission
Highly energetic personality – a motivator
Critical Thinking – strategic and highly analytical
Leadership – easily move others to action by planning, motivating, organizing and controlling work being done
Interpersonal/Communication Skills – an innate ability to channel different points of view; Able to establish and maintain excellent relationships and credibility quickly; Create team atmosphere with internal staff while achieving key objectives; Excellent consulting skills as well as technical writing and public speaking
Professional – unquestionable integrity, credibility, and character; Who has demonstrated high moral and ethical behavior

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
Travel by all forms of transportation – flying, driving, car services, trains, buses – that include long periods of sitting and standing
* Consistent with its obligations under the law, Patra will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

Working Conditions:

Occasional evening and weekend hours
International travel
Minimum internet speed of 6 mbps download and 3 mbps upload

Work Standards:

Interpersonal skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
Promote a culture of respect and 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 policies and procedures.


Work from home and office


Competitive salary/benefits/PTO

How to Apply

Please email cover letter and resume to