Optimum RTS - Commercial Lines Account Manager
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Commercial Lines Account Manager

Location : Boca Raton
Job Type : Direct
Hours : Full Time
Travel : No
Relocation : No
Job Industry : Insurance
Job Category : Sales - Account Management

Job Description :

The Commercial Insurance Consultant is responsible for the day-to-day servicing of assigned accounts. The Commercial Insurance Consultant will work both independently and alongside our producers in the new and renewal business process. We specialize in Business/Commercial (Associations, Preschools, Contractors, LRO, etc.), Auto, Home, and various other P&C insurance products.


The candidate needs to care about our clients by showing through our core values – Positive Attitude, Accountability, Relationship Building, Knowledge Seeking, and Integrity.


Job Requirements:

  • High level of accountability

  • Possess an upbeat, positive, and enthusiastic attitude

  • Excellent Communication/interpersonal skills

  • Confident, self-starter who works well independently and as a group

  • Property & Casualty insurance license (2-20 insurance license required)

  • Minimum 5 years prior of Property & Casualty experience in Commercial Lines

  • Driven and goal-oriented

  • Ability to tactfully handle stressful and difficult situations

  • Strong negotiation skills

  • High sense of urgency

  • Ability to multi-task effectively


  • Soliciting new business – we have monthly goals

  • Answering customer requests in a timely manner

  • Cross Sales/ Account Rounding

  • Obtaining Referrals

  • Checking in policies and policy changes

  • Filing claims

  • Audit checking and processing

  • Invoicing and answering billing questions

  • Issuing certificates of insurance and auto ID cards 

  • Marketing new business and renewal accounts

  • Preparing insurance quotes, making sales presentations, and closing sales

  • Proposals


  • Base Salary Plus Commission (our range from $50,000 to $65,000)

  • Paid Holiday and Time Off (PTO)

  • Health, Dental and Vision Insurance

  • Retirement Plan

  • Supplemental Insurance

  • Weekends Off

Required Qualifications :
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