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Insurance Broker Account Manager Jobs in Puerto Rico

Turtle-6

Site Manager

Ponce, PR · On-site

$80 - $100/hr

Oversee accounts payable and accounts receivable for the site * Recruit, hire, manage and supervise ... Health insurance * Vision insurance * Life insurance * Paid holidays * Vacation * Employee ...

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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.

Associate, Delinquency Management (Internal Collections)

Oriental Bank

Bayamon, PR

$15.75 - $21.50/hr

Full-time

Re-posted 21 days ago

Key responsibilities

  • Determine factors affecting the debtor's responsibility and offer counsel to regularize debt.

  • Receive, prepare receipts, and process client payments in the payment system on the same day.

  • Document client interactions, payments, and account adjustments in the collection information system.

Job description

The Associate, Delinquency Management (Internal Collections) is responsible for the collection management of auto loans, personal loans, credit cards and overdrafts. Achieving this payment collection by contacting the client telephonically. Position works on-site in Bayamon, PR.
MAIN DUTIES & RESPONSIBILITIES:
  • Determine which factors are affecting the debtor's responsibility to keep the account up-to-date; offering counsel about all the alternatives the institution offers in order to regularize his or her debt.
  • Receives the clients credit or cash payments, prepares their receipts and processes the payment's, on the day same day it is received, in Oriental Bank's internet payment system.
  • Transcribes all of the payment collections performed in the collection information system.
  • Prepares maintenance documents in order to update the client's information on the system. Such as the residency address, work address and/or telephone changes.
  • Develops daily production report.
  • Offers his or her direct supervisor recommendations, in relation to accounts that were adjusted based on the clients economic conditions and the unit's risk.
  • Discusses with his or her supervisor the cases that have not been resolved in order to determine the best course of action.
  • Document in the internal collection adjuster work tool everything related to his or her client interaction. Detailing the interaction with the client, the obtained result of the client's approach, payments received, etc. Will also document the adjuster's handling result, for those collection adjuster's in training whom do not have access and/or any collection adjuster who has a medical restriction that prohibits the programs use.
  • Identify the problems that affect the payment handling and collection, such as missing clients, units ceded to a third party or broker, etc.
  • When there is a third party involved, collect all of the necessary information.
  • Other duties may be assigned.

MINIMUM REQUIREMENTS:

  • Associate's Degree in Business Administration, Finance, Accounting or any other related area from a qualified institution required.
  • Two (2) years experience in jobs related to money collection highly desirable.
  • Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
  • Knowledge of Federal and State Regulations, Procedures and Policies that regulate auto loans.
  • Effective technical and practical knowledge regarding payment collections.
  • Procedural and policy knowledge regarding the auto loan's overdue payments collection.
  • Excellent presentation, communication and writing skills.
  • Able to understand and follow written and verbal instructions.
  • Ability to act and handle difficult situations.
  • Treats delicate situations respectfully and discreetly.
  • Solves mathematical calculations swiftly and accurately.
  • Manages and operates the Collections Information System, calculators, and other office equipment.
  • Capable of exerting analysis, problem resolutions, detail-oriented and execute various task simultaneously, while maintaining the quality standards.

WORK AUTHORIZATION & ELEGIBILITY:

  • Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
  • Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

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