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Insurance Account Assistant Jobs (NOW HIRING)

Boxwood Insurance Group

Be Seen First

Commercial Lines Insurance Account Assistant

Franklin, TN · On-site

$50K - $65K/yr

... of insurance promptly. • Handle small bonds and simple account management tasks. • Assist with claim submissions and follow-ups. • Provide marketing and documentation support. • Support ...

Globex International Group-

Account Assistant

Fairfield, CT · Remote

$18.25 - $24/hr

Our team of professionals is recognized as international insurance experts in the global insurance marketplace, and the chosen candidate will earn the same reputation over time. The Account Assistant ...

CS&A Insurance

Insurance Account Manager

Franklin, TN

$55K - $85K/yr

... * Assist with claim-related documentation and follow-up as needed * Maintain required licenses and ... insurance account management, client services, or a related insurance role Experience servicing ...

Redbarn Pet Products

Account Assistant

Great Bend, KS · On-site

$16 - $21.25/hr

Life and AD&D Insurance * Employee Discounts on pet food Applicants must be currently authorized to work in the United States on a full-time basis. Job Summary We are seeking an Account Assistant to ...

CS&A Insurance

Insurance Account Manager

Franklin, TN · On-site

$55K - $85K/yr

The Insurance Account Manager is responsible for servicing and supporting client accounts, managing ... • Assist with onboarding new accounts and transitioning existing accounts * Identify ...

Redbarn Pet Products, LLC.,

Account Assistant

Great Bend, KS · On-site

$16 - $21.25/hr

Life and AD&D Insurance * Employee Discounts on pet food Applicants must be currently authorized to work in the United States on a full-time basis. Job Summary We are seeking an Account Assistant to ...

Redbarn Pet Products LLC

Account Assistant

Great Bend, KS · On-site

$16 - $21.25/hr

Life and AD&D Insurance * Employee Discounts on pet food Applicants must be currently authorized to work in the United States on a full-time basis. Job Summary We are seeking an Account Assistant to ...

Focus South

Account Assistant

Atlanta, GA

$16.75 - $22.25/hr

The ideal candidate should possess strong account management skills and be a proven people leader ... Insurance Employee Assistance Program Employee Discount

Focus South

Account Assistant

Atlanta, GA · On-site

$16.75 - $22.25/hr

The ideal candidate should possess strong account management skills and be a proven people leader ... Insurance • Employee Assistance Program • Employee Discount

Cooley LLP

Client Account Assistant

Los Angeles, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

Cooley

Client Account Assistant

Seattle, WA · On-site

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

Cooley LLP

Client Account Assistant

Los Angeles, CA · On-site

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

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Insurance Account Assistant information

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$21K

$37.7K

$51K

How much do insurance account assistant jobs pay per year?

As of Jun 5, 2026, the average yearly pay for insurance account assistant in the United States is $37,723.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,000.00 and $44,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Insurance Account Assistant, and why are they important?

To thrive as an Insurance Account Assistant, you need strong organizational abilities, attention to detail, and a basic understanding of insurance products, often supported by a high school diploma or equivalent. Familiarity with insurance management software, CRM systems, and office applications is typically required. Excellent interpersonal skills, customer service orientation, and effective communication help you build relationships with clients and support agents. These skills and qualities are vital for ensuring accurate policy processing, client satisfaction, and efficient administrative operations in an insurance environment.

What are Insurance Account Assistants?

Insurance Account Assistants are professionals who support insurance agents or account managers with administrative and client service tasks. Their responsibilities often include preparing policy documents, handling customer inquiries, processing renewals, and maintaining accurate client records. They play a key role in ensuring smooth office operations and providing excellent customer service. Insurance Account Assistants may also help with claims processing, billing, and scheduling appointments. This position is typically found in insurance agencies or brokerages and can be a stepping stone to more advanced roles in the insurance industry.

What are some typical challenges Insurance Account Assistants face when managing client accounts?

Insurance Account Assistants often juggle multiple client accounts at once, which can make prioritizing tasks and maintaining attention to detail challenging. They frequently handle client queries, process policy changes, and assist with renewals, requiring strong organizational and communication skills. Collaborating closely with account managers and underwriters is essential, and adapting to evolving insurance regulations and company procedures is a continual part of the role. Staying proactive, organized, and responsive helps Insurance Account Assistants succeed in this dynamic environment.
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Insurance Account Assistant jobs near you
Assistant Account Manager II

Assistant Account Manager II

Finance Factor Ltd

Honolulu, HI • On-site

Full-time

Posted 16 days ago

Job description

Insurance Account Assistant

We are seeking an organized and detail-oriented Insurance Account Assistant to join our team. This position supports the Account Manager in handling customer and agent interactions, processing mail, endorsements, invoices, proof of insurance, policy interface, and transferred policies from the companies. The role involves screening customer requests and directing them to the appropriate parties. The Insurance Account Assistant also provides limited customer service and is authorized to manage policy change requests.

Minimum Requirements:

  • Producer's license in Property and Casualty
  • Customer Service Experience
  • Three years of experience in Property and Casualty insurance
  • Experience with Agency Management System (AMS) required
  • Excellent communication, organizational, and time management skills
  • Ability to handle large volumes of work in a timely manner
  • Capability to manage multiple tasks simultaneously
  • High-speed, quality, and accurate task performance
  • Personal computer experience
  • High school diploma or equivalent preferred

Essential Functions:

  • Provide Customer Service and manage policy change requests as assigned
  • Stay informed and updated on carrier underwriting guidelines and statutory requirements
  • Acquire Continuing Education requirements to maintain Producer License
  • Input customer information and policy details into AMS for new business transferred from new agents
  • Review endorsements and input information into the AMS system
  • Verify refund checks, send to customers, and document in AMS
  • Process payments to insurance companies and document in AMS
  • Process claim reports to insurance companies and document in AMS
  • Invoice Agency Billed policies in AMS
  • Confirm policy and payment status through carriers and/or carrier portal systems
  • Issue ID cards and certificates as requested and document in AMS
  • Input cancellation information into AMS
  • Resolve discrepancies from the accounting department on direct bills monthly
  • Attach policies or endorsements to client files in AMS
  • Process incoming and outgoing mail
  • Provide relief for the receptionist as requested

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