Accounts generally consist of basic lines of coverage, fewer lines of coverage, straight-forward exposures, and small revenue size. Book size is small to medium. ESSENTIAL DUTIES AND RESPONSIBILITIES ...
New
Accounts generally consist of basic lines of coverage, fewer lines of coverage, straight-forward exposures, and small revenue size. Book size is small to medium. ESSENTIAL DUTIES AND RESPONSIBILITIES ...
New
Accounts generally consist of basic lines of coverage, fewer lines of coverage, straight-forward exposures, and small revenue size. Book size is small to medium. ESSENTIAL DUTIES AND RESPONSIBILITIES ...
New
Lake Oswego, OR · On-site
$46K - $62K/yr
The Assistant Account Manager is responsible for assisting Account Managers and Senior Account Managers with the servicing of assigned accounts in accordance with the practices, policies, and ...
Lake Oswego, OR · On-site
$46K - $62K/yr
The Assistant Account Manager is responsible for assisting Account Managers and Senior Account Managers with the servicing of assigned accounts in accordance with the practices, policies, and ...
Lake Oswego, OR · On-site
$29/hr
The Assistant Account Manager is responsible for assisting Account Managers and Senior Account Managers with the servicing of assigned accounts in accordance with the practices, policies, and ...
Lake Oswego, OR · On-site
$29/hr
The Assistant Account Manager is responsible for assisting Account Managers and Senior Account Managers with the servicing of assigned accounts in accordance with the practices, policies, and ...
Vancouver, WA · On-site
$22 - $28/hr
ABOUT THIS JOB We're looking for a driven Account Manager Assistant to join our team at Trend where marketing and relationships are our top priority. Ideal candidates will have passion for learning ...
Quick apply
Vancouver, WA · On-site
$22 - $28/hr
ABOUT THIS JOB We're looking for a driven Account Manager Assistant to join our team at Trend where marketing and relationships are our top priority. Ideal candidates will have passion for learning ...
Beaverton, OR · Hybrid
$55K - $65K/hr
Bachelor's Degree in a related field and/or 3-5+ years of dedicated experience as an Account Manager or Assistant Account Manager within the Life and Health insurance industry. * Familiarity with ...
Quick apply
Beaverton, OR · Hybrid
$55K - $65K/hr
Bachelor's Degree in a related field and/or 3-5+ years of dedicated experience as an Account Manager or Assistant Account Manager within the Life and Health insurance industry. * Familiarity with ...
Place coverage, oversee invoicing, and document to client. * Assist in account reconciliations, as requested or as needed. * Develop and maintain business relationships which will have a high level ...
Place coverage, oversee invoicing, and document to client. * Assist in account reconciliations, as requested or as needed. * Develop and maintain business relationships which will have a high level ...
Lake Oswego, OR · On-site
$47K - $63K/yr
Manage and delegate work as needed to Assistant Account Managers to ensure their progress and workload is appropriate * Manage relationships with underwriters to ensure positive results for clients ...
Lake Oswego, OR · On-site
$47K - $63K/yr
Manage and delegate work as needed to Assistant Account Managers to ensure their progress and workload is appropriate * Manage relationships with underwriters to ensure positive results for clients ...
Lake Oswego, OR · On-site
$46K - $62K/yr
Manage and delegate work as needed to Assistant Account Managers to ensure their progress and workload is appropriate * Manage relationships with underwriters to ensure positive results for clients ...
Lake Oswego, OR · On-site
$46K - $62K/yr
Manage and delegate work as needed to Assistant Account Managers to ensure their progress and workload is appropriate * Manage relationships with underwriters to ensure positive results for clients ...
As a Sales Assistant, you'll play a critical role in supporting our Account Managers, delivering exceptional service to customers, and helping drive revenue growth. What You'll Do * Support the sales ...
As a Sales Assistant, you'll play a critical role in supporting our Account Managers, delivering exceptional service to customers, and helping drive revenue growth. What You'll Do * Support the sales ...
Clackamas, OR · On-site
$60K/yr
As a Sales Assistant, you'll play a critical role in supporting our Account Managers, delivering exceptional service to customers, and helping drive revenue growth. What You'll Do * Support the sales ...
Clackamas, OR · On-site
$60K/yr
As a Sales Assistant, you'll play a critical role in supporting our Account Managers, delivering exceptional service to customers, and helping drive revenue growth. What You'll Do * Support the sales ...
Lake Oswego, OR · On-site
$33/hr
Manage and delegate work as needed to Assistant Account Managers to ensure their progress and workload is appropriate * Manage relationships with underwriters to ensure positive results for clients ...
Lake Oswego, OR · On-site
$33/hr
Manage and delegate work as needed to Assistant Account Managers to ensure their progress and workload is appropriate * Manage relationships with underwriters to ensure positive results for clients ...
Lake Oswego, OR · On-site
$48/hr
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 ...
Lake Oswego, OR · On-site
$48/hr
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 ...
Lake Oswego, OR · On-site
$47K - $63K/yr
Manage and delegate work as needed to Assistant Account Managers to ensure their progress and workload is appropriate * Manage relationships with underwriters to ensure positive results for clients ...
Lake Oswego, OR · On-site
$47K - $63K/yr
Manage and delegate work as needed to Assistant Account Managers to ensure their progress and workload is appropriate * Manage relationships with underwriters to ensure positive results for clients ...
Mentoring, collaboration,and training of Assistants Account Managers. * Other duties as assigned. QUALIFICATIONS: * High School Diploma or equivalent * P & C Insurance Producer License Required
Mentoring, collaboration,and training of Assistants Account Managers. * Other duties as assigned. QUALIFICATIONS: * High School Diploma or equivalent * P & C Insurance Producer License Required
Portland, OR · On-site +1
SALES ACCOUNT EXECUTIVE - FULL-TIME W2 EMPLOYEE / REMOTE VaVa Virtual Assistants is a boutique ... Our highly-skilled assistants provide businesses and executives with administrative support ...
Portland, OR · On-site +1
SALES ACCOUNT EXECUTIVE - FULL-TIME W2 EMPLOYEE / REMOTE VaVa Virtual Assistants is a boutique ... Our highly-skilled assistants provide businesses and executives with administrative support ...
Portland, OR · On-site
$17 - $23/hr
Act as backup or deputy for medium-sized accounts * Interface with medium and large customers to support account needs * Assist Account Managers with presentations, audits, and customer ...
Portland, OR · On-site
$17 - $23/hr
Act as backup or deputy for medium-sized accounts * Interface with medium and large customers to support account needs * Assist Account Managers with presentations, audits, and customer ...
Portland, OR · On-site
$17 - $23/hr
Act as backup or deputy for medium-sized accounts * Interface with medium and large customers to support account needs * Assist Account Managers with presentations, audits, and customer ...
Portland, OR · On-site
$17 - $23/hr
Act as backup or deputy for medium-sized accounts * Interface with medium and large customers to support account needs * Assist Account Managers with presentations, audits, and customer ...
$17 - $23/hr
Act as backup or deputy for medium-sized accounts * Interface with medium and large customers to support account needs * Assist Account Managers with presentations, audits, and customer ...
$17 - $23/hr
Act as backup or deputy for medium-sized accounts * Interface with medium and large customers to support account needs * Assist Account Managers with presentations, audits, and customer ...
Assistant Account Director (if applicable) and Quality Assurance Managers.
Assistant Account Director (if applicable) and Quality Assurance Managers.
Portland, OR · On-site
$17 - $23/hr
Act as backup or deputy for medium-sized accounts * Interface with medium and large customers to support account needs * Assist Account Managers with presentations, audits, and customer ...
Portland, OR · On-site
$17 - $23/hr
Act as backup or deputy for medium-sized accounts * Interface with medium and large customers to support account needs * Assist Account Managers with presentations, audits, and customer ...
$13.77 - $15.16
3% of jobs
$15.16 - $16.55
5% of jobs
$16.55 - $17.94
11% of jobs
$18.36 is the 25th percentile. Wages below this are outliers.
$17.94 - $19.33
19% of jobs
The median wage is $20.42 / hr.
$19.33 - $20.72
15% of jobs
$20.72 - $22.11
13% of jobs
$22.11 - $23.50
9% of jobs
$23.58 is the 75th percentile. Wages above this are outliers.
$23.50 - $24.89
10% of jobs
$24.89 - $26.28
10% of jobs
$26.28 - $27.67
4% of jobs
$27.67 - $29.06
2% of jobs
$13
$21
$29
| Aspect | Assistant Account | Bookkeeper |
|---|---|---|
| Credentials | Basic accounting knowledge, sometimes an associate degree | High school diploma, often certifications like QuickBooks or bookkeeping courses |
| Work Environment | Office settings, supporting accounting teams | Office or remote, managing financial records |
| Employer & Industry Usage | Used in various industries, supporting accountants | Commonly employed in small to medium businesses for financial record-keeping |
| Search & Comparison Intent | People looking for entry-level accounting support roles | Individuals seeking roles focused on financial record management |
Assistant Account roles typically involve supporting accounting teams with basic tasks, while Bookkeepers focus on maintaining and managing financial records. Both roles require similar credentials, but Bookkeepers often have more specialized certifications. The roles are used across industries, with Assistant Accounts often serving as entry-level support positions, and Bookkeepers handling core financial data management.
An account assistant performs administrative duties in an accounting office. These may include overseeing schedules, preparing reports, answering phones, setting up meetings, and keeping mail and electronic correspondence organized. Qualifications for this career include a high school diploma or GED certificate and administrative experience. If you don’t have experience, an associate degree in business administration or accounting may provide you with some of the skills you need for a job as an account assistant.

Full-time
Posted 3 days ago
New
SUMMARY
Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. Accounts generally consist of basic lines of coverage, fewer lines of coverage, straight-forward exposures, and small revenue size. Book size is small to medium.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Works with existing carrier(s) to obtain quotes as required; minimal Marketing required;
Assists with negotiating prices, commissions, and/or coverages with carriers;
Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);
Coordinates renewal process for expiring policies;
Prepares presentations and/or proposals for clients;
Participates in client meetings to review coverage;
Researches requests for information from Underwriters;
Composes correspondence to insureds and/or Underwriters;
Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor;
Binds insurance coverage and prepares binders;
Prepares certificate templates;
Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;
Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer;
Participates in the claims process as necessary;
Notifies Brokers and Producers of pertinent information related to client retention;
Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
Performs other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience
One (1) or more years related work experience
Encouraged to complete Career Path requirements as communicated by Supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Excellent organization skills with effective time management skills
Good analytical skills
Advanced planning and prioritization skills
Strong attention to detail
Good problem solving skills
Ability to work within a team and to foster teamwork
Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
General knowledge of property/causality insurance for small business
Proficient in Microsoft Office Suite
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