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Assistant Account Representative Jobs in Ladera Ranch, CA

JNH Lifestyles

Inside Sales Specialist

Irvine, CA

We are currently seeking a driven, results-oriented Account Specialist to assist us in servicing ... Minimum of 2 years' experience as a Sales Representative, Account Representative or similar.

JNH Lifestyles

Inside Sales Specialist

Irvine, CA · On-site

$31K/yr

We are currently seeking a driven, results-oriented Account Specialist to assist us in servicing ... Minimum of 2 years' experience as a Sales Representative, Account Representative or similar.

Z-EV Disty Corp

Be Seen First

Customer Account Specialist

Lake Forest, CA · On-site

$25/hr

Support Account Managers and Outside Sales Representatives in securing purchase orders * Assist with implementation of operational procedures * Perform additional duties as needed based on business ...

Sonrava Health

Account Manager

Orange, CA · On-site

$55K - $60K/yr

Providing assistance to sales representatives and the broker community * Providing enrollment ... * Assist with high severity requests or issue escalations as needed * Knowledge of marketing ...

Sonrava Health

Account Manager

Orange, CA · On-site

Providing assistance to sales representatives and the broker community * Providing enrollment ... growth attainment * Assist with high severity requests or issue escalations as needed ...

Western Dental & Orthodontics

Account Manager

Orange, CA · On-site +1

$55K - $60K/yr

Providing assistance to sales representatives and the broker community * Providing enrollment ... growth attainment * Assist with high severity requests or issue escalations as needed ...

Sonrava Health

Account Manager

Orange, CA · On-site +1

$55K - $60K/yr

Providing assistance to sales representatives and the broker community * Providing enrollment ... growth attainment * Assist with high severity requests or issue escalations as needed ...

Sonrava Health

Account Manager

Orange, CA

$55K - $60K/yr

Providing assistance to sales representatives and the broker community * Providing enrollment ... growth attainment * Assist with high severity requests or issue escalations as needed ...

McKenna Labs, Inc

Account Manager

Fullerton, CA · On-site

$72K - $95K/yr

Advise customers on product availability and inventory status. * Assist the sales team with account ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

McKenna Labs, Inc

Account Manager

Fullerton, CA · On-site

$72K - $95K/yr

Advise customers on product availability and inventory status. * Assist the sales team with account ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

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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 11, 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 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.

How to become an assistant account representative?

To become an assistant account representative, candidates typically need a high school diploma or equivalent, with some employers preferring an associate's degree in business, finance, or a related field. Relevant skills include customer service, communication, and basic knowledge of accounting or sales software; gaining experience through internships or entry-level positions can also be beneficial.

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 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.

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

Commercial Lines Account Assistant

SULLIVANCURTISMONROE INSURANCE SERVICES, LLC

Irvine, CA

$60K - $70K/yr

Full-time

Re-posted 18 days ago

Job description

Description

Summary


Account Assistants support Senior Account Managers and Account Managers by processing delegated work in accordance with agency procedures


Standards of Performance

  • Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
  • Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
  • Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
  • Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices. Additionally, consider pursuing relevant insurance certifications to enhance expertise and credibility in the field.
  • Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.



Essential Duties & Responsibilities

Respond to the day-to-day servicing needs of clients in accordance with standard procedures, including but not limited to the following tasks:

  • Maintain electronic files in accordance with agency procedures.
  • Check assigned policies using checklist and refer discrepancies to Executive Account Manager, Senior Account Manager or Account Manager, or handle discrepancies brought to light by Resource Pro policy review.
  • Transmit policies to clients in a policy binder book, or electronically as directed by Executive Account Manager, Senior Account Manager or Account Manager.
  • Order endorsement changes as directed by Executive Account Manager, Senior Account Manager or Account Manager, update AMS360 details as needed.
  • Handle tasks as assigned in the WorkSmart System or suspense in AMS360.
  • Process and invoice endorsements, interim and final audits, and cancellations
  • Order and send out loss runs as requested.
  • Execute the necessary tasks to issue new and renewal certificates of insurance with company guidelines.
  • Back up on Daily issuance of Certificates of Insurance as needed.
  • Request and Review Motor Vehicle records and respond back to the client by email
  • Assist Executive Account Manager, Senior Account Manager or Account Manager with special projects as needed.
  • File documents in a timely manner, using the ImageRight System or AMS360
  • Meet agency guidelines for timely processing work assigned.
  • Back up and help the team with front desk (answering phones), assisting with certificate projects, helping clear backlog, training new hires, and taking on projects at the request of your manager or the Account Assistant Team Lead.
  • All other duties as assigned.



Requirements

Qualifications/Requirements

  • High school diploma required, Bachelor's degree preferred
  • Have at least 3 years working experience preferred in the insurance industry as clerical/customer service
  • Hold current and valid Property and Casualty Insurance license or able to obtain one within 6 months of accepting the position
  • Possess a supportive and responsive manner with internal and external customers
  • Has ability to multi-task in complex working environment with accuracy and proficiency
  • Possess above average computer skills, existing proficient is strongly preferred in various needed programs, such as AMS360, ImageRight, eCerts, PINS, Excel, and Word
  • Ability to set up and conduct meetings in a virtual environment such as Teams and Zoom including the ability to share screens and make presentations (ex. PowerPoint, Proposals, etc.)

Salary

The estimated base salary range for this full-time position is $60,000 - $65,000 annually

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting.


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