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Insurance Account Assistant information

See California salary details

$20.7K

$37.2K

$50.3K

How much do insurance account assistant jobs pay per year?

As of Jul 14, 2026, the average yearly pay for insurance account assistant in California is $37,229.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,600.00 and $43,900.00 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.
What are the most commonly searched types of Insurance Account jobs in California? The most popular types of Insurance Account jobs in California are:
What are popular job titles related to Insurance Account Assistant jobs in California? For Insurance Account Assistant jobs in California, the most frequently searched job titles are:
What job categories do people searching Insurance Account Assistant jobs in California look for? The top searched job categories for Insurance Account Assistant jobs in California are:
What cities in California are hiring for Insurance Account Assistant jobs? Cities in California with the most Insurance Account Assistant job openings:
Insurance Account Assistant jobs near you
Assistant Account Representative -Agriculture P&C Insurance

Assistant Account Representative -Agriculture P&C Insurance

Alliant Insurance Services

Fresno, CA • On-site

$23 - $25/hr

Full-time

This job post has expired today. Applications are no longer accepted.

Alliant Insurance Services rating

8.5

Company rating: 8.5 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

89th of 281 rated insurance

Job description

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: www.alliant.com.
Hybrid work schedule: In-office requirement.
SUMMARY
Responsible for providing customer service and clerical support to assist Producers and service team in servicing existing accounts and soliciting new business. This position will work full time in our Fresno, CA Alliant Office: 9 E. River Park Pl. E., Fresno, CA 93720
ESSENTIAL DUTIES AND RESPONSIBILITIES
Assists with review of policies for accuracy and/or possible deficiencies;
Packages and markets applications to various carriers to obtain quotes as delegated;
Assists service team with assembly of marketing materials, proposals and presentations for prospects and customers;
Composes correspondence to insured and/or underwriters as directed;
Processes and tracks claims;
Inputs applications and word processes letters, and other forms of correspondence as directed;
Prepares insurance binders or certificates as directed;
Inputs information into agency management system;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
High School Diploma 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 within 120 Days, Required
SKILLS
Good verbal and written communication skills
Good 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
#LI-RF1
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

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