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Insurance Broker Account Manager Jobs in Puerto Rico

Grainger Businesses

Account Manager

Catano, PR · On-site

$42K - $71K/yr

Medical, dental, vision, and life insurance plans with coverage starting on day one of employment ... Position Details The Account Manager is responsible for driving profitable sales growth within an ...

Grainger Businesses

Account Manager

Catano, PR · Hybrid

$42K - $71K/yr

Medical, dental, vision, and life insurance plans with coverage starting on day one of employment ... Position Details The Account Manager is responsible for driving profitable sales growth within an ...

Grainger Businesses

Account Manager

Catano, PR · Hybrid

$42K - $71K/yr

Medical, dental, vision, and life insurance plans with coverage starting on day one of employment ... Position Details The Account Manager is responsible for driving profitable sales growth within an ...

Grainger Businesses

Account Manager - PR

Catano, PR · On-site

$42K - $71K/yr

Medical, dental, vision, and life insurance plans with coverage starting on day one of employment ... Position Details The Account Manager is responsible for driving profitable sales growth within an ...

Grainger Businesses

Account Manager - PR

Catano, PR · Hybrid

$42K - $71K/yr

Medical, dental, vision, and life insurance plans with coverage starting on day one of employment ... Position Details The Account Manager is responsible for driving profitable sales growth within an ...

AbbVie

PR · On-site

Must be able to manage multiple accounts simultaneously. * Must have an understanding of regulatory ... vision insurance and 401(k) to eligible employees. * This job is eligible to participate in our ...

Grainger Businesses

Account Manager - PR

Catano, PR · Hybrid

$42K - $71K/yr

Medical, dental, vision, and life insurance plans with coverage starting on day one of employment ... Position Details The Account Manager is responsible for driving profitable sales growth within an ...

Chubb

Casualty Jr. Underwriter

San Juan, PR

... brokers and renewal accounts assigned by Manager as well as maintain an updated list of accounts ... Visit insurance producers at regular schedules in order to attract potential prospects. * Interact ...

Deloitte

Epic Denials Manager

San Juan, PR · Remote

Serves as line of escalation for high priority, complex accounts to be worked, including ... insurance regulations, managed care contracts billing regulations, coding and fee schedules.

Jedson Engineering

Senior Project Manager

San Juan, PR · On-site

$150 - $200/hr

... insurance, retainage, and contractual commitments; communicate relevant obligations to the project ... Coordinate with Account Managers, Vertical Leads, MOPs, and BU Leadership on client relationship ...

RosadoToledo&

Account Executive

San Juan, PR · On-site

Part stage manager and part juggler, the Account Executive knows how to keep a lot of balls in the ... Health Insurance industry knowledge is a plus. * Fully Bilingual (Spanish and English) EEOC | Equal ...

UHS

PR · On-site

Responsibilities FHCHS of PR, Inc. organization with extensive experience in managing mental health ... insurance offering, a physician network and various related services located in 40 U.S. states ...

Optima Seguros

UNDERWRITER - COMMERCIAL

San Juan, PR · On-site

$80 - $100/hr

... and casualty insurance applications. Duties: * Quotes assigned new accounts and renewals ... Provides service, follow-up, and site visits for producers and brokers. Requirements: * Bachelor ...

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Insurance Broker Account Manager information

What does an insurance broker account manager do?

An Insurance Broker Account Manager acts as the main point of contact between clients and insurance providers. They are responsible for managing client accounts, understanding their insurance needs, and providing tailored insurance solutions. Their duties include negotiating policy terms, renewing contracts, and ensuring clients receive high-quality service and support. They also handle any claims or questions clients might have and maintain strong relationships to foster client retention.

What skills and qualifications are needed to thrive as an insurance broker account manager?

To thrive as an Insurance Broker Account Manager, you need strong knowledge of insurance products, risk assessment, and account management, typically supported by relevant industry qualifications such as a state insurance license. Familiarity with customer relationship management (CRM) software, policy management systems, and industry-specific quoting tools is commonly required. Exceptional interpersonal skills, attention to detail, and the ability to negotiate and resolve client concerns set top performers apart. These skills ensure client satisfaction, retention, and effective handling of complex insurance needs in a competitive market.

How does an insurance broker account manager collaborate with underwriters and clients to ensure the best coverage solutions?

As an Insurance Broker Account Manager, you act as a key intermediary between clients and insurance underwriters. You’ll regularly communicate with underwriters to negotiate terms, clarify coverage details, and secure competitive rates tailored to client needs. At the same time, you maintain strong relationships with clients by understanding their specific risks and advising them on policy options. This dual collaboration requires strong communication, negotiation, and organizational skills to balance the interests of both parties and deliver optimal insurance solutions.

What is the difference between Insurance Broker Account Manager vs Insurance Agent?

AspectInsurance Broker Account ManagerInsurance Agent
CredentialsLicenses required, often multiple statesLicensed to sell specific policies
Work EnvironmentManages client accounts, collaborates with brokersWorks directly with clients to sell policies
Employer & IndustryInsurance brokerages, financial servicesInsurance companies, agencies
Primary FocusManaging client relationships and renewalsSelling insurance policies to new and existing clients

Insurance Broker Account Managers focus on managing client accounts and renewals within brokerage firms, often requiring multiple licenses. Insurance Agents primarily sell policies directly to clients, working for insurance companies or agencies. While both roles require licensing, their responsibilities and work environments differ significantly.

Where do insurance broker account managers make the most money?

Insurance broker account managers tend to earn higher salaries in regions with a high cost of living and strong financial sectors, such as major metropolitan areas. Factors like experience, certifications, and the size of the agency also influence earning potential, with larger firms often offering higher compensation packages.

What are popular job titles related to Insurance Broker Account Manager jobs in Puerto Rico?

For Insurance Broker Account Manager jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Insurance Broker Account Manager jobs in Puerto Rico look for?

The top searched job categories for Insurance Broker Account Manager jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Insurance Broker Account Manager jobs?

Cities in Puerto Rico with the most Insurance Broker Account Manager job openings:

Insurance Broker Account Manager jobs near you
Infographic showing various Insurance Broker Account Manager job openings in Puerto Rico as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 22% Part Time, 2% Temporary, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Account Manager, Captive Insurance

Financial Edge

San Juan, PR • On-site

$100 - $125/hr

Other

Posted 6 days ago

Job description

Job Overview

Responsible for the financial and regulatory reporting of a portfolio of captive insurance companies, including single-parent and group captives, Protected Cell Companies (PCCs), and Risk Retention Groups (RRGs). Provides consulting support to clients regarding their captive insurance needs within the United States market. This role regularly interacts with senior-level professionals across a diverse client base and offers the opportunity to deliver tailored solutions to address unique client needs.

The position is based at our headquarters office in Puerto Rico and reports to the U.S. team in Vermont. The role requires regular interaction with U.S.-based clients and close collaboration with colleagues across the U.S. market.

Job Responsibilities
  • Prepare feasibility studies for prospective captive insurance clients.
  • Support leadership in developing strategies to enhance engagement within the existing client base.
  • Manage all aspects of financial reporting for assigned client accounts.
  • Serve as the primary point of contact for client representatives, including professionals in risk management, corporate accounting, tax, legal, and other functional areas.
  • Establish and enhance client service processes to ensure the quality and timeliness of financial reporting and regulatory filings.
  • Coordinate efforts with external service providers, including actuaries, auditors, investment managers, brokers, claims adjusters, and outside counsel, to proactively meet client needs.
  • Collaborate with clients to optimize the performance of their captive insurance companies and develop innovative solutions to complex business challenges.
  • Prepare and present materials for client board meetings.
  • Support special projects and other duties as assigned.
Skills and Qualifications
  • Strong ability to develop and communicate innovative solutions.
  • Ability to prioritize tasks and manage time effectively in a fast-paced environment.
  • Detail-oriented with the ability to work independently as well as collaboratively within a team environment.
  • Proven ability to effectively present information and recommendations to clients and senior stakeholders.
  • Excellent interpersonal, verbal, and written communication skills.
  • Strong accounting and financial analysis skills.
  • Strong analytical and critical-thinking abilities, with a solution-oriented mindset.
  • Proven experience in accounting and/or finance roles, preferably within the captive management, insurance, or financial services industry.
Job Requirements
  • Bachelor’s degree in accounting, finance, or business administration.
  • Minimum of 5 to 10 years of experience, direct captive management experience a plus.
  • Proficiency in Microsoft Office (Excel, Word, and PowerPoint) and general ledger/financial accounting software.
  • CPA, MBA or other relevant professional certification or advanced degree.
  • Advanced English proficiencyrequired, as the role involves regular interaction with English-speaking clients.
  • Willingness to travel up to 25% to the U.S. for business-related purposes.
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