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Assistant Account Management Jobs in San Rafael, CA

HUB

Assistant Account Manager, Commercial Lines

Napa, CA · On-site

$28/hr

THE OPPORTUNITY: The Assistant Account Manager provides a high level of support in obtaining ... Assists the Account Management team with all aspects of the account-service process. * Responds to ...

HUB

Account Manager II, Commercial Lines

Larkspur, CA · On-site

Coordinating the value-added services being provided by our Risk Services and Claims Management ... Oversees functions performed by less experienced Account Managers and Assistant Account Managers as ...

Unlimit

Head Account Management, USA

San Francisco, CA · On-site

You won't just manage accounts; you will orchestrate long-term strategic roadmaps, identifying ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Unlimit

Head Account Management, USA

San Francisco, CA · On-site

You won't just manage accounts; you will orchestrate long-term strategic roadmaps, identifying ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

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All JobsAccount Management JobsAssistant Account Management JobsAssistant Account Management Jobs in San Rafael, CA

Assistant Account Management information

See San Rafael, CA salary details

$30.7K

$56.7K

$82.5K

How much do assistant account management jobs pay per year?

As of Aug 28, 2026, the average yearly pay for assistant account management in San Rafael, CA is $56,711.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $64,100.00 per year, depending on experience, location, and employer.

What is the difference between Assistant Account Management vs Account Executive?

AspectAssistant Account ManagementAccount Executive
ResponsibilitiesSupports account managers, handles client communications, assists in project coordinationManages client accounts, develops new business, negotiates contracts
Required SkillsCommunication, organization, basic industry knowledgeSales skills, negotiation, client relationship management
Work EnvironmentOffice-based, team support roleClient-facing, sales-driven environment
CredentialsOften a bachelor's degree, entry-level experienceSimilar educational background, often more experience in sales

Assistant Account Management roles primarily support account teams and focus on client communication and coordination, while Account Executives take on direct client management and sales responsibilities. Both roles require strong communication skills and industry knowledge, but Account Executives typically have a more client-facing and sales-oriented focus.

Do assistant account managers get paid well?

Assistant account managers typically earn a moderate salary that varies based on industry, experience, and location. Entry-level positions may offer lower pay, while experienced professionals with strong communication and organizational skills can earn higher wages, often supplemented with bonuses or commissions. Overall, compensation is generally considered fair for the level of responsibility involved.

Is assistant account management a stressful job?

Assistant account management can be stressful due to managing client relationships, meeting deadlines, and handling multiple accounts simultaneously. Success in this role often requires strong organizational skills, communication, and the ability to work under pressure.

What does an assistant account management do?

An assistant account management supports account managers by handling client communications, preparing reports, and assisting with account strategies. They often use customer relationship management (CRM) tools and need strong organizational and communication skills. Their role helps ensure client satisfaction and smooth account operations.

What cities near San Rafael, CA are hiring for Assistant Account Management jobs?

Cities near San Rafael, CA with the most Assistant Account Management job openings:

Assistant Account Management jobs near you

Assistant Account Manager, Personal Lines

Petaluma, CA • On-site

Heffernan Insurance Brokers
Insurance Services • 201 - 500 employees
Learn more about Heffernan Insurance Brokersexternal

$60K - $65K/yr

Full-time

Posted 23 days ago

Job description

Assistant Account Manager, Personal Lines
Department: Personal Lines
Employment Type: Full Time
Location: Petaluma, CA
Reporting To: Family Office Manager
Compensation: $60,000 - $65,000 / year
Description
Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Personal Lines team. This is an entry-level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter seeking a career path with plenty of growth potential.
The primary function of a Personal Lines Assistant Account Manager is to assist Account Managers and Producers in clerical functions related to account servicing. With direction from an Account Manager and/or Producer, these administrative functions include working with insurance carriers to process endorsements, retrieve policy coverage information, and other related servicing requests.
Key Responsibilities
  • Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's.
  • Process binders.
  • Process endorsements.
  • Process audits after review by the Account Manager.
  • Invoicing as assigned.
  • Follow up on claims.
  • Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificates, and evidence renewals.
  • Create and maintain mail-merge documents.
  • Draft proposals.
  • Process un-routed attachments and carrier document retrieval items.
  • Respond to client requests in a timely and accurate manner.
  • Follow up and close open activities in EPIC (agency management system).
  • Pursue and obtain P&C license, and other continuing education opportunities.
  • Thorough documentation with proper E&O procedures must be followed.
  • Other duties usual to servicing commercial accounts.
  • Other special projects as assigned.

Skills, Knowledge and Expertise
  • Education - High School graduate/GED required.
  • 1-2 years of Assistant Account Manager work preferred but not required.
  • Insurance experience is not required, but preferred!
  • Excellent communication and collaboration skills required.
  • Working knowledge of MS Office (Excel, Outlooks, and Word etc.)
  • Must be organized and able to manage time effectively.
  • Must embody the Heffernan Habits as referenced herein.

Why Choose Heffernan?
At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We're proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
Heffernan Habits:
These are core values that represent our unique culture.
  • Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
  • Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
  • Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
  • Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
  • Celebrate & Value Our Differences: "Because You're Different". It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

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