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Insurance Broker Account Manager Jobs in Puerto Rico

PR · On-site

$45K - $50K/yr

... insurance. The Position The Account Manager plays a crucial role in building and maintaining strong relationships with clients. They serve as the primary point of contact, ensuring client ...

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 ...

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 ...

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 ...

Key Account Manager II

San Juan, PR · On-site

$45K - $55K/yr

As a Key Account Manager, you will be responsible for maintaining and expanding relationships with ... Experience in the Finance and Insurance industry * MBA or advanced degree in Business ...

Key Account Manager

San Juan, PR · On-site

$45K - $55K/yr

As a Key Account Manager, you will be responsible for maintaining and expanding relationships with ... the Finance and Insurance industry * MBA or advanced degree in Business Administration ...

As a Key Account Manager, you will be responsible for maintaining and expanding relationships with ... the Finance and Insurance industry * MBA or advanced degree in Business Administration ...

PR · On-site

$50K/yr

... insurance. The Position The Account Manager plays a crucial role in building and maintaining strong relationships with clients. They serve as the primary point of contact, ensuring client ...

... 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 ...

... 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 ...

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 ...

Acima Assistant Store Manager Who We Are At Acima, our mission is to empower individuals and ... Accounts, 401(k) Savings Plan w/company match, Paid Time Off, Legal Insurance, Identity Theft ...

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Showing results 1-20

Insurance Broker Account Manager information

What are the key skills and qualifications needed to thrive as an Insurance Broker Account Manager, and why are they important?

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 typically 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.

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 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:
Infographic showing various Insurance Broker Account Manager job openings in Puerto Rico as of July 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.
Account Manager

Account Manager

CorePlus

PR • On-site

$45K - $50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago


Job description

Account Manager

Route: Bayamon - Arecibo

Who are we?

For more than 26 years, CorePlus has provided Puerto Rico with anatomical pathology laboratory services and clinical analysis with innovation and precision. Our commitment is, to be a leader in the transformation of pathology to the digital world.

In 2020 we deployed our digital pathology platform, being the first organization in Puerto Rico to make the transformation. Known worldwide for operationalizing the use of Artificial Intelligence (AI) in the diagnosis of prostate and breast cancer, CorePlus stands out for being avant-garde.

If innovation and compassion appeal to you, we invite you to join our mission and become part of our family; we offer excellent benefits including health plan, dental, vision, 401k, paid vacation, and life insurance.

The Position

The Account Manager plays a crucial role in building and maintaining strong relationships with clients. They serve as the primary point of contact, ensuring client satisfaction, and driving business growth. The Account Manager is responsible for understanding client needs, managing projects, and providing exceptional customer service. They collaborate closely with cross-functional teams to achieve client goals and contribute to the overall success of the organization.

Responsibilities

  • Actively seek out and identify potential clients within your assigned territory.
  • Build and maintain strong relationships with clients, acting as their main point of contact.
  • Utilize various channels (cold calling, networking, referrals) to generate leads and expand the client base.
  • Engage in contract negotiations with prospective clients.
  • Determine pricing schedules for quotes, promotions, and other sales-related activities.
  • Regularly prepare and submit weekly and monthly reports on sales activities, leads, and conversions.
  • Analyze data to track progress and identify areas for improvement.
  • Conduct sales presentations to prospective clients.
  • Clearly communicate the benefits of CorePlus Laboratory’s products and services.
  • Establish and develop strong business relationships with clients.
  • Provide excellent customer service and address inquiries or concerns promptly.
  • Address customer problems and complaints promptly to maximize satisfaction.
  • Collaborate with other departments to ensure smooth operations and client satisfaction.
  • Analyze the territory or market potential.
  • Track sales performance, competitive activities, and potential for new products and services.
  • Coordinate sales efforts with other team members and relevant departments as necessary.
  • Stay informed about CorePlus Laboratory’s products, services, and industry trends.
  • Conduct regular account reviews and performance analysis to identify areas for improvement.
  • Prepare and deliver reports, presentations, and proposals to clients.
  • Stay updated on industry trends, market conditions, and competitor activities.
  • Participate actively in industry conferences, conventions, and relevant events to represent CorePlus Laboratory and stay informed about industry trends.

Requirements and Skills

  • Bachelor's degree in business, marketing, or a related field (or equivalent work experience).
  • Proven experience in account management, customer relationship management, or a similar role.
  • Strong understanding of sales principles and practices.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Ability to build and maintain strong relationships with clients and internal teams.
  • Exceptional problem-solving and decision-making abilities.
  • Strong organizational and time management skills with the ability to prioritize and multitask effectively.
  • Proficiency in CRM software and other relevant tools.
  • Knowledge of the industry or market in which the organization operates.
  • Results-oriented mindset with a focus on achieving targets and driving business growth.
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.

Working Conditions/ Physical Activity:

  • The employee often must stand, walk, use hands to finger, handle or feel and reach with arms.
  • The employee must occasionally sit, climb, or balance, stoop, kneel, crouch or crawl.
  • The employee must be able to lift/move up to 10 pounds and occasionally up to 25 pounds.
  • Visual abilities needed include close vision, distance, color, and peripheral vision.

CorePlus is an equal employment/affirmative action opportunity employer. It does not discriminate against any qualified person on the basis of sex, race, color, national origin, religion, sexual orientation, age, marital status, mental, physical or sensory disability, or any other classification protected by applicable local, state, federal, and/or international law.