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Assistant Account Representative Jobs in San Ramon, CA

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Assistant Account Representative information

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$5

$25

$29

How much do assistant account representative jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for assistant account representative in San Ramon, CA is $25.25, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $28.99 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 are the most commonly searched types of Account Representative jobs in San Ramon, CA?

The most popular types of Account Representative jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Assistant Account Representative jobs?

Cities near San Ramon, CA with the most Assistant Account Representative job openings:

Assistant Account Representative jobs near you
Infographic showing various Assistant Account Representative job openings in San Ramon, CA as of June 2026, with employment types broken down into 2% As Needed, 74% Full Time, 19% Part Time, 2% Temporary, and 3% Contract. Highlights an 80% Physical, 1% Hybrid, and 19% Remote job distribution, with an average salary of $52,523 per year, or $25.3 per hour.

Account Manager II, Commercial Lines

HUB

San Francisco, CA • On-site

Full-time

Dental, Vision, Life, Retirement

Re-posted 24 days ago

Job description

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

THE OPPORTUNITY:

The Account Manager II manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II also supports Producers and other support staff in obtaining, maintaining, and expanding business.

DUTIES & RESPONSIBILITIES

Our Account Manager assists the Account Service Team in the Commercial Lines Department with a variety of account-management functions which ensure clients receive the service they need to properly manage their insurance policies. Performs general support functions to keep insurance policies in-force and active.

  • Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures.

  • Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.

  • Oversees (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts. Includes acting as Back-up for other support staff members.

  • Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability.

  • Coordinates the implementation of the client's strategic plan. This includes: Performing key "value-added" services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.; Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions.

  • Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.

  • Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients' needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are.

  • May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

  • In conjunction with the producer or independently, manages, organizes, and conducts client meetings

  • Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.

  • Prepares reports, proposal and comparisons for management as required.

  • Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses.

  • Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required.

  • Supports, mentors, and trains other support staff members.

  • Provides a high level of support to Sales staff in obtaining, maintaining, and expanding business.

  • Performs other duties and projects as assigned.

QUALIFICATIONS

  • High School Diploma / GED

  • 5+ years account management experience (brokerage preferred) or equivalent combination of education & experience

  • Property & Causality License

KNOWLEDGE / SKILLS / ABILITIES

  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

  • Ability to effectively and professionally communicate orally and in writing with internal and external customers.

  • Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.

  • Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

  • Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.

  • Computer skills: proficiency with Microsoft Office Suite and Outlook.

  • Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

  • Desire to learn and grow within the insurance industry.

WORKING CONDITIONS AND PHYSICAL DEMANDS

  • This position primarily involves remaining in a stationary position for the majority of the workday.

  • The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.

  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

  • The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $80,000 - $90,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

#LI-RS1 #LI-LW1

LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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