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Assistant Account Representative Jobs in Ladera Ranch, CA

allianthcm

Account Representative

Irvine, CA · On-site

SUMMARY Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent ...

Ingram Micro

Account Representative II

Irvine, CA · On-site

$56K - $95K/yr

As an Account Representative II, you'll partner closely with Sales Representatives to support customer opportunities, assist with pricing and deal execution, and help drive revenue growth across ...

Ingrammicro

Account Representative II

Irvine, CA · On-site

$56K - $95K/yr

As an Account Representative II, you'll partner closely with Sales Representatives to support customer opportunities, assist with pricing and deal execution, and help drive revenue growth across ...

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All JobsAccount Representative JobsAssistant Account Representative JobsAssistant Account Representative Jobs in Ladera Ranch, CA

Assistant Account Representative information

See Ladera Ranch, CA salary details

$5

$24

$28

How much do assistant account representative jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for assistant account representative in Ladera Ranch, CA is $24.02, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $27.60 per hour, depending on experience, location, and employer.

What does an assistant account representative do?

An Assistant Account Representative provides support to account managers and representatives by handling administrative tasks, communicating with clients, and helping to manage client accounts. Their responsibilities typically include preparing reports, processing paperwork, answering client inquiries, and assisting with account maintenance. This role is crucial for ensuring smooth operations within the account management team and maintaining positive client relationships.

What are the key skills and qualifications needed to thrive as an assistant account representative, and why are they important?

To thrive as an Assistant Account Representative, you need strong organizational, communication, and basic accounting skills, typically supported by a high school diploma or associate degree in business or a related field. Familiarity with CRM software, spreadsheets, and office productivity tools is commonly required. Attention to detail, customer service orientation, and the ability to multitask effectively set high performers apart. These skills are essential for accurately managing client accounts, supporting senior representatives, and ensuring client satisfaction.

What are some typical challenges an assistant account representative might face in managing client expectations?

Assistant Account Representatives often act as a communication bridge between clients and the internal team. A common challenge is balancing client requests with what can realistically be delivered within deadlines and budget constraints. It’s important to manage expectations by providing clear, timely updates and proactively addressing any potential issues. Developing strong organizational and interpersonal skills can help build trust with clients and ensure smooth collaboration with account managers and other team members.

What is the difference between Assistant Account Representative vs Customer Service Representative?

AspectAssistant Account RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer associate degreeHigh school diploma or equivalent
Work EnvironmentOffice setting, interacting with clients and internal teamsCall centers, retail, or office settings, assisting customers directly
Employer & Industry UsageInsurance, finance, and sales industriesRetail, telecommunications, banking, and service industries
Common Search & Comparison IntentUnderstanding entry-level roles supporting account managementAssisting customers with inquiries and issues

The Assistant Account Representative typically supports account management tasks within industries like insurance or finance, requiring some industry-specific knowledge. Customer Service Representatives focus on assisting customers directly, often in retail or service sectors. While both roles involve client interaction, the Assistant Account Representative often handles more specialized account-related duties, whereas Customer Service Representatives primarily address customer inquiries and issues.

Is being an assistant account representative a good job?

An assistant account representative typically supports account managers by handling client communications, data entry, and administrative tasks. The role can offer opportunities for skill development in customer service, sales support, and industry knowledge, with work environments often including office settings and standard business hours.

What cities near Ladera Ranch, CA are hiring for Assistant Account Representative jobs?

Cities near Ladera Ranch, CA with the most Assistant Account Representative job openings:

Assistant Account Representative jobs near you
Infographic showing various Assistant Account Representative job openings in Ladera Ranch, CA as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $49,962 per year, or $24 per hour.

Account Representative

allianthcm

Irvine, CA • On-site

Full-time

Posted 17 days ago

Job description


SUMMARY


Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business.  This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.   


 

ESSENTIAL DUTIES AND RESPONSIBILITIES


Packages and markets applications to various carriers to obtain quotes;


May negotiate prices, commissions, and/or coverages with carriers; 


Reviews policies, identifies deficiencies and determines appropriate level of coverage; 


Manages renewal process for expiring policies;


Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;


Binds insurance coverage and prepares insurance binders;


Assists with the preparation of presentations and/or proposals for clients; 


Gathers information for applications; 


Researches requests for information from underwriters;


Composes correspondence to insured and/or underwriters; 


Inputs applications and creates letters, and other forms of correspondence; 


Prepares draft certificate templates for review and approval;


Analyzes certificate requests and ensures clients needs are met;


Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);


Other duties as assigned.


 

QUALIFICATIONS

EDUCATION / EXPERIENCE


Associates degree or equivalent combination of education and experience  


2 - 4 years related work experience;  


Valid insurance license and completion of one insurance class required


Must continue to meet Continuing Education requirements for license renewal


Encouraged to complete Career Path requirements as communicated by supervisor



SKILLS


Excellent verbal and written communication skills 


Excellent customer service skills, including telephone and listening skills


Good problem solving and time management skills


Intermediate typing skills (30-35 wpm)


Ability to work within a team and to foster teamwork 


Proficient in Microsoft Office Suite


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