Patra Corporation

About Patra: Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines. Core Duties: Patra is headquartered in El Dorado Hills, CA, USA, and Visakhapatnam, Andhra Pradesh, India and has a global workforce of over 6000 people. For two years in a row, Patra has been named to the Inc. 5000 list as well as a Top Insurance Workplace by Insurance Business America. We are a philanthropic organization dedicated to supporting military families, employee giving campaigns, and a belief that our employees should be active members of their communities. We have a balanced focus on community, culture, values, and sustainable long-term growth. Job Summary: We are seeking an experienced and qualified Internal Auditor to join our team. The ideal candidate will play a pivotal role in ensuring the integrity of our financial operations, identifying areas for improvement, and ensuring compliance with regulatory requirements in India. The Internal Auditor will provide valuable information and financial analysis, helping identify areas for process optimization, and increased operational efficiency. The Internal Auditor will work in a dynamic and professional environment, collaborating with various departments to ensure financial integrity and compliance. The role involves both independent work and teamwork, requiring strong organizational and communication skills. Duties/Responsibilities: Independent Assessments Evaluate Processes: Thoroughly review the company’s financial and operational processes, risk management practices, and adherence to regulations. This independent perspective helps identify potential weaknesses or areas for improvement. Ensure Compliance: Ensure the company complies with relevant laws and regulations, such as the Companies Act, GST, FEMA, and other applicable labor statutes. Reporting and Recommendations Document Findings: Document audit findings in reports presented to the Board of Directors. These reports provide valuable insights and suggestions for corrective actions, ensuring appropriate follow-through on identified issues. Report Non-Compliance: Report any instances of non-compliance with the provisions of the Companies Act, 2013. Fraud Detection and Prevention Safeguard Assets: Play a crucial role in safeguarding the company’s assets by detecting and preventing fraudulent activities. Investigate suspicious activity and assess internal controls, recommending measures to strengthen anti-fraud mechanisms. Report Fraud: Notify the Board of Directors and the company’s management of any fraud or suspected fraud discovered during the audit. Financial Accuracy and Compliance Examine Transactions: Meticulously examine financial transactions and records to verify their accuracy, completeness, and compliance with accounting standards and regulatory requirements. This helps ensure the company’s financial statements are reliable and compliant. Report on Financial Controls: Report on the internal financial controls of the company, including the adequacy and effectiveness of the controls. Other Responsibilities Assist in Risk Management: Identify operational, financial, and compliance risks, and provide recommendations to mitigate these risks along with RCM preparation. Enhance Operational Efficiency: Evaluate the utilization of resources and the effectiveness of processes, suggesting improvements to enhance operational efficiency. Follow Standards: Follow the Standards on Internal Audit (SIA) by ICAI. Note: The internal auditor should report to the Board of Directors(BOD)/Audit committee. The audit committee or the board along with the internal auditor will formulate the function, scope, periodicity and methodology of conducting the internal audit. Further, Board/Audit Committee were required to consider the efficiency of internal control systems and financial controls in the company. Required Skills/Abilities: Education and Certification: Bachelor’s/Master’s degree in Accounting, Finance, or related field (CA, CMA, CIA, or CPA preferred). Experience: Proven working experience as Internal Auditor or Senior Auditor. 7-10 years of experience in auditing, financial reporting, or forensic accounting. Technical Skills: Advanced computer skills on MS Office, accounting software, and databases. Proficiency in Netsuite/SAP or any other ERP . Analytical Skills: High attention to detail and excellent analytical skills. Ability to manipulate large amounts of data and compile detailed reports. Communication Skills: Excellent interpersonal and communication skills, including good presentation and report writing skills. Maintain open communication with management and audit committee. Professional Attributes: Sound independent judgment. Integrity and fairness in all work. Attention to Detail: Must be detail-oriented to ensure accurate and thorough audits. Professional Experience: Experience in Internal Auditing: Relevant experience in internal auditing is often required, with the specific number of years depending on the educational background. Experience in Related Fields: Experience in accounting, finance, or a related field may also be beneficial. Equal Employment Opportunity: Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

About Patra If you’re good at what you do, work anywhere. If you’re the best at what you do, come work at Patra! We are leading the way in providing Technology-Enabled Services to the insurance industry. We have a culture first approach that puts inclusivity and work/life balance at the forefront. Job Summary: We are seeking an experienced and qualified Internal Auditor to join our team. The ideal candidate will play a pivotal role in ensuring the integrity of our financial operations, identifying areas for improvement, and ensuring compliance with regulatory requirements in India. The Internal Auditor will provide valuable information and financial analysis, helping identify areas for process optimization, and increased operational efficiency. The Internal Auditor will work in a dynamic and professional environment, collaborating with various departments to ensure financial integrity and compliance. The role involves both independent work and teamwork, requiring strong organizational and communication skills. Duties/Responsibilities: Independent Assessments Evaluate Processes: Thoroughly review the company’s financial and operational processes, risk management practices, and adherence to regulations. This independent perspective helps identify potential weaknesses or areas for improvement. Ensure Compliance: Ensure the company complies with relevant laws and regulations, such as the Companies Act, GST, FEMA, and other applicable labor statutes. Reporting and Recommendations Document Findings: Document audit findings in reports presented to the Board of Directors. These reports provide valuable insights and suggestions for corrective actions, ensuring appropriate follow-through on identified issues. Report Non-Compliance: Report any instances of non-compliance with the provisions of the Companies Act, 2013. Fraud Detection and Prevention Safeguard Assets: Play a crucial role in safeguarding the company’s assets by detecting and preventing fraudulent activities. Investigate suspicious activity and assess internal controls, recommending measures to strengthen anti-fraud mechanisms. Report Fraud: Notify the Board of Directors and the company’s management of any fraud or suspected fraud discovered during the audit. Financial Accuracy and Compliance Examine Transactions: Meticulously examine financial transactions and records to verify their accuracy, completeness, and compliance with accounting standards and regulatory requirements. This helps ensure the company’s financial statements are reliable and compliant. Report on Financial Controls: Report on the internal financial controls of the company, including the adequacy and effectiveness of the controls. Other Responsibilities Assist in Risk Management: Identify operational, financial, and compliance risks, and provide recommendations to mitigate these risks along with RCM preparation. Enhance Operational Efficiency: Evaluate the utilization of resources and the effectiveness of processes, suggesting improvements to enhance operational efficiency. Follow Standards: Follow the Standards on Internal Audit (SIA) by ICAI. Note: The internal auditor should report to the Board of Directors(BOD)/Audit committee. The audit committee or the board along with the internal auditor will formulate the function, scope, periodicity and methodology of conducting the internal audit. Further, Board/Audit Committee were required to consider the efficiency of internal control systems and financial controls in the company. Required Skills/Abilities: Education and Certification: Bachelor’s/Master’s degree in Accounting, Finance, or related field (CA, CMA, CIA, or CPA preferred). Experience: Proven working experience as Internal Auditor or Senior Auditor. 7-10 years of experience in auditing, financial reporting, or forensic accounting. Technical Skills: Advanced computer skills on MS Office, accounting software, and databases. Proficiency in Netsuite/SAP or any other ERP. Analytical Skills: High attention to detail and excellent analytical skills. Ability to manipulate large amounts of data and compile detailed reports. Communication Skills: Excellent interpersonal and communication skills, including good presentation and report writing skills. Maintain open communication with management and audit committee. Professional Attributes: Sound independent judgment. Integrity and fairness in all work. Attention to Detail: Must be detail-oriented to ensure accurate and thorough audits. Professional Experience: Experience in Internal Auditing: Relevant experience in internal auditing is often required, with the specific number of years depending on the educational background. Experience in Related Fields: Experience in accounting, finance, or a related field may also be beneficial. 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 Patra is headquartered in El Dorado Hills, CA, USA, and Visakhapatnam, Andhra Pradesh, India and has a global workforce of over 6000 people. For two years in a row, Patra has been named to the Inc. 5000 list as well as a Top Insurance Workplace by Insurance Business America. We are a philanthropic organization dedicated to supporting military families, employee giving campaigns, and a belief that our employees should be active members of their communities. We have a balanced focus on community, culture, values, and sustainable long-term growth. Show more Show less

About Patra: Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines. Core Duties: Facilities executives are responsible for providing financial and administrative support to the executive in a professional and timely manner. Needs to work one-to-one with the team on a wide variety of matters. The candidate must be flexible to meet the demands of our growing organization. The ideal candidate will have a cheery disposition, impeccable organizational skills and ready to work in shifts. Job Role and responsibilities This role acts as the primary point of contact between the executives and internal/external clients Have basic knowledge on HT & LT equipment (Transformers, DG & Breakers) Have Knowledge on UPS system Have knowledge on HVAC system, FAS and PAS systems PPM calendar preparation & management-based OEM protocol Have knowledge on housekeeping services. Have command on HK chemicals. Able to manage HK & Electrical team. Handle requests, feedback, and queries quickly and professionally Daily facility rounds for facility upkeeping Should understand the basic financial terminology and be able to manage Monitor office supply levels; reorder when appropriate Produce professional-quality reports, presentations, and briefs Perform the task accurately which is delegated by team members & mentors. Must take care of MEP material inventory and management Maintain strong relationships with vendors on supplies and services. Develop and carry out an efficient documentation and filing system for both paper and electronic records Maintain a daily electronic journal, arrange meetings and appointments, and provide reminders as needed, maintain a master corporate calendar of all conferences, all-hands events, holidays, and vacations. Job requirements and qualifications Minimum Graduation/Diploma with Electrical background preferable. Good organizational and time management skills Ability to work under pressure and tight deadlines Excellent interpersonal skills Outspoken and written communication skills Knowledge of office management systems and procedures. Excellent time management skills and ability to prioritize work. Attention to detail and problem-solving ability. Collaborate with team members to achieve better results Able to work in a highly productive lean team environment Equal Employment Opportunity: Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

About Patra Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines. Core Duties Facilities executives are responsible for providing financial and administrative support to the executive in a professional and timely manner. Needs to work one-to-one with the team on a wide variety of matters. The candidate must be flexible to meet the demands of our growing organization. The ideal candidate will have a cheery disposition, impeccable organizational skills and ready to work in shifts. Job Role And Responsibilities This role acts as the primary point of contact between the executives and internal/external clients Have basic knowledge on HT & LT equipment (Transformers, DG & Breakers) Have Knowledge on UPS system Have knowledge on HVAC system, FAS and PAS systems PPM calendar preparation & management-based OEM protocol Have knowledge on housekeeping services. Have command on HK chemicals. Able to manage HK & Electrical team. Handle requests, feedback, and queries quickly and professionally Daily facility rounds for facility upkeeping Should understand the basic financial terminology and be able to manage Monitor office supply levels; reorder when appropriate Produce professional-quality reports, presentations, and briefs Perform the task accurately which is delegated by team members & mentors. Must take care of MEP material inventory and management Maintain strong relationships with vendors on supplies and services. Develop and carry out an efficient documentation and filing system for both paper and electronic records Maintain a daily electronic journal, arrange meetings and appointments, and provide reminders as needed, maintain a master corporate calendar of all conferences, all-hands events, holidays, and vacations. Job Requirements And Qualifications Minimum Graduation/Diploma with Electrical background preferable. Good organizational and time management skills Ability to work under pressure and tight deadlines Excellent interpersonal skills Outspoken and written communication skills Knowledge of office management systems and procedures. Excellent time management skills and ability to prioritize work. Attention to detail and problem-solving ability. Collaborate with team members to achieve better results Able to work in a highly productive lean team environment Equal Employment Opportunity Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees. Show more Show less

About Patra Patra Corporation is a worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines. About this job This role will serve as the internal force pushing the boundaries of what’s possible in operational efficiency, leveraging both traditional and emergency technologies – especially AI – to optimize our transaction lifecycle. Responsibilities include identifying opportunities, challenging existing practices, and implementing sustainable, tech-enabled and non-technology process improvements across operations while partnering with product, technical and operations teams, ultimately driving meaningful changes to existing processes. Patra Core Competencies: Knows the Business Leads Others Accountable Team Player Core Duties by Competency: Knows the Business Prepare and present performance improvement outcomes to executive leadership Develop and implement standardized processes and best practices across teams Identify and eliminate inefficiencies throughout the insurance transaction lifecycle throughout all levels of processing teams Lead evaluation, implementation, and integration of new technologies (including AI) into our core processes with both internal technology teams as well as potential third-party partners Using a thorough and deep commercial & personal insurance transactional knowledge, look for and drive process improvement initiatives that strengthen the overall customer experience while driving efficiency Leads Others Serve as the “challenger” within the business; question assumptions, identify risk areas, and promote a culture of constant improvement Accountable Manage projects end-to-end, holding stakeholders accountable for results Own and drive measurable operational efficiency initiatives across the organization with a primary focus within the operations unit Team Player Liaison between technology innovation and frontline operational processing Partner with operations, product, and technology teams to embed scalable solutions that strengthen both bottom line and customer relations Challenge the status quo Minimum Requirements 10+ years in P&C insurance processing operations experience at various levels, with a focus on process optimization Experience driving technology and AI integration & adoption in operational settings Experience delivering measurable cost savings or efficiency gains in a timely manner Deep knowledge of insurance processing procedures, systems, workflows, and transaction processes across all types of insurance operations including Brokers, MGA’s and Carriers. Exceptional project management skills with a “bulldog-driven for results” mentality Experience in stakeholder management: peers, execs, cross-functional teams Strong written and verbal communication skills; experience with global teams, preferred Experience in or working with other insurance outsourcing firms in driving measurable results Lean/Six Sigma, preferred India-based candidates must be in a senior level position at which they can drive ownership and communicate with U.S. stakeholders effectively and frequently Experience in tech-savvy focused insurance operations in MGAs, carriers, or brokers, preferred Experience as a Senior Consultant or Transformation Leader in an insurtech firm, preferred Experience as a transformation expert within BPO’s or offshore tech delivery centers, preferred Work Location Open to U.S. or India-based candidates India - Based candidates need to be located on-site in Vizag or Coimbatore, working U.S. Hours - CST/EST U.S. candidates must have strong cross-functional leadership skills India-based candidates must be senior enough to drive ownership and communicate with U.S. stakeholders effectively Working Conditions Work from home in U.S.; must have fast broadband access Work from Vizag or Coimbatore on - site, flexible to work U.S. Hours 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 Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

As a leader in insurance back-office and account management business process outsourcing, Patra Corporation is dedicated to delivering a wide range of services aimed at enhancing efficiency, reducing risk, and boosting employee productivity. With operational centers in the US, India, and the Philippines, we are at the forefront of leveraging technology, including AI, to optimize transaction lifecycles and drive meaningful improvements across operations. In this role, you will play a pivotal part in challenging existing practices, identifying opportunities for enhancement, and implementing sustainable process improvements. By collaborating with product, technical, and operations teams, you will drive changes that enhance operational efficiency and customer experience. Your responsibilities will include preparing performance improvement outcomes for executive leadership, standardizing processes, evaluating and integrating new technologies, and driving measurable efficiency initiatives. To excel in this role, you should have a minimum of 10 years of experience in property and casualty insurance processing operations, with a focus on process optimization. Experience in driving technology and AI integration, delivering cost savings, and deep knowledge of insurance processing procedures are essential. Strong project management skills, stakeholder management capabilities, and excellent communication skills are also required. We are open to candidates based in the US or India. India-based candidates must be located on-site in Vizag or Coimbatore, working US hours, while US-based candidates should possess strong cross-functional leadership skills. The ability to work remotely in the US with fast broadband access or on-site in India is necessary. At Patra Corporation, we value diversity and are committed to creating a safe and inclusive environment for all employees. If you are a dynamic professional with a passion for driving operational efficiency and process improvements in the insurance industry, we invite you to join our team and be a part of our innovative journey.,