Optimum RTS - Customer Account Manager with 220 OR 440 License
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Customer Account Manager with 220 OR 440 License

Location : Boca Raton
Job Type : Contract to Direct
Hours : Full Time
Required Years of Experience : 2+
Required Education : 1+
Travel : No
Relocation : No
Job Industry : Insurance
Job Category : Insurance

Job Description :

Insurance Company in Boca Raton is seeking a special Insurance Agent to join our team. This agent will be responsible for handling sales and service calls commensurate with company values and deliver world class service.





  • Manage and retain existing book of business.

  • Requote/Remarket clients for all personal lines product if needed and/or requested by the client.

  • Cross-Sell additional lines of insurance suited for our clients.

  • Resolve client inquiries and concerns.

  • Comply with insurance standards and regulations

  • Team player with a positive and enthusiastic attitude

  • Follow up as necessary to ensure work is completed.

Required Qualifications :


  • Previous experience in insurance, customer service is required.

  • Candidates with a 440 or 220 Florida State Insurance License is required.

  • Ability to build rapport with clients

  • Excellent written and verbal communication skills

  • Must be highly self-motivated

  • Demonstrates well-developed computer skills (internet, email, keyboarding).

  • Ability to prioritize and multitask

  • Effectively present information and respond to questions from management, employees, clients, customers, and the general public.

  • Bilingual would be great

  • Knowledge with Agency Matrix Management system is a plus.

  • Knowledge of QuoteRush quoting system is a plus.

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