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Insurance Account Assistant Jobs in Boca Raton, FL

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Insurance Account Assistant information

See Boca Raton, FL salary details

$19.9K

$35.8K

$48.4K

How much do insurance account assistant jobs pay per year?

As of Aug 10, 2026, the average yearly pay for insurance account assistant in Boca Raton, FL is $35,798.00, according to ZipRecruiter salary data. Most workers in this role earn between $28,500.00 and $42,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an insurance account assistant?

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.

Is being an insurance account assistant hard?

The role of an insurance account assistant involves administrative tasks, customer service, and data entry, which can be straightforward but may require attention to detail and multitasking. The job typically involves working with insurance policies, using office software, and adhering to deadlines, making it moderately challenging depending on workload and experience. Developing strong organizational and communication skills can help manage the job's demands effectively.

What is an insurance account assistant?

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.

How much do insurance account assistants get paid?

Insurance account assistants typically earn between $35,000 and $50,000 annually, depending on experience, location, and the size of the employer. Entry-level positions may start lower, while experienced assistants or those in larger firms can earn higher salaries. They often work standard business hours and may need basic knowledge of insurance policies and customer service skills.

What does an insurance account assistant do?

An insurance account assistant supports insurance agents and brokers by managing client accounts, processing policy applications, updating records, and handling customer inquiries. They often use insurance software and need strong organizational and communication skills to ensure accurate and efficient account management. The role may require familiarity with insurance policies and attention to detail.

What does an entry level insurance account assistant do?

An entry-level insurance account assistant supports insurance agents and brokers by handling administrative tasks such as processing policies, maintaining client records, and preparing documentation. They often use insurance software and need strong organizational skills to ensure accurate and efficient account management.
What are popular job titles related to Insurance Account Assistant jobs in Boca Raton, FL? For Insurance Account Assistant jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Insurance Account Assistant jobs in Boca Raton, FL look for? The top searched job categories for Insurance Account Assistant jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Insurance Account Assistant jobs? Cities near Boca Raton, FL with the most Insurance Account Assistant job openings:
Insurance Account Assistant jobs near you
Infographic showing various Insurance Account Assistant job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 23% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $35,798 per year, or $17.2 per hour.

Trucking Insurance Account Manager

Prestige International Insurance Gr Inc

Tamarac, FL • On-site

$38K - $65K/yr

Full-time

Re-posted 15 days ago

Job description

Position Summary:

If you're the kind of person who takes pride in knowing your clients by name, anticipates their needs before they ask, and genuinely enjoys being the person they can count on — we want to hear from you. Prestige Trucking Insurance is looking for a Trucking Account Manager who is ready to own a portfolio of trucking and transportation insurance clients and be their go-to resource from day one. This isn't a background role. You'll be front and center — the primary point of contact for policyholders — driving exceptional service, protecting policy accuracy, supporting retention, and making sure nothing falls through the cracks. You'll collaborate daily with sales, underwriting, carriers, and internal teams to handle endorsements, renewals, audits, and policy changes, all while keeping compliance with insurance regulations and company standards locked in. The ideal candidate brings solid commercial insurance knowledge, sharp organizational skills, and a proactive service mindset that puts clients first. If you thrive in a fast-paced, relationship-driven environment and want to build your career in the growing world of commercial trucking insurance, this is your opportunity.

Essential Duties and Responsibilities:

  • Serve as the primary service contact for assigned trucking and transportation insurance accounts
  • Manage day-to-day account servicing, including endorsements, policy changes, certificates of insurance, and billing inquiries
  • Coordinate policy renewals by gathering exposures, reviewing coverage, and working with underwriting and carriers
  • Ensure accuracy of policy information, coverage details, premiums, and documentation
  • Communicate proactively with clients regarding coverage changes, renewal timelines, audits, and required documentation
  • Support new business onboarding by ensuring proper setup of accounts, policies, and client records
  • Review policies, endorsements, and carrier documents for accuracy and completeness
  • Assist clients with audit preparation, review audit statements, and coordinate resolutions as needed
  • Collaborate with sales, underwriting, and operations teams to ensure seamless client experience
  • Maintain accurate and up-to-date records in agency management and CRM systems
  • Respond to client inquiries in a timely, professional, and customer-focused manner
  • Ensure compliance with insurance regulations, carrier guidelines, and company procedures
  • Identify opportunities to improve service processes, client retention, and operational efficiency
  • Support cross-functional initiatives and special projects as assigned

Knowledge / Skills / Abilities (KSA’s):

  • Client Service & Relationship Management– Ability to build, maintain, and strengthen client relationships through responsive, professional, and solutions-oriented service.
  • Insurance & Trucking Industry Knowledge–Understanding of commercial trucking insurance coverages, endorsements, compliance requirements, and operational risks affecting transportation businesses.
  • Interpersonal Skills--Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things. 
  • Communication Skills– Ability to communicate clearly and professionally with clients, carriers, and internal stakeholders through written and verbal correspondence.
  • Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. 
  • Delegation--Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results. 
  • Leadership--Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others. 
  • Managing People--Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self-available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services; Continually works to improve supervisory skills. 
  • Attendance/Punctuality--Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time. 
  • Dependability--Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. 
  • Initiative--Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. 
  • Attention to Detail & Accuracy– Strong ability to review policies, endorsements, and documentation to ensure accuracy, completeness, and compliance.
  • Organizational & Time Management Skills– Ability to manage multiple accounts, priorities, and deadlines in a fast-paced service environment.
  • Problem-Solving Skills– Ability to identify issues, gather information, and collaborate effectively to resolve client or carrier-related concerns.
  • Systems & Technology Proficiency– Ability to use agency management systems, CRM platforms, and productivity tools to manage accounts efficiently and maintain data integrity.
  • Cross-Functional Collaboration– Ability to work effectively with sales, underwriting, accounting, and operations teams to support account success.
  • Professionalism & Confidentiality– Demonstrated ability to handle client, policy, and financial information with discretion, integrity, and professionalism.

Minimum Qualifications:

Required

  • High school diploma or equivalent; Associate’s or Bachelor’s degree preferred
  • 3–5 years of experience in commercial insurance account management or client service
  • Experience servicing trucking or transportation insurance accounts
  • Strong knowledge of commercial insurance policies, endorsements, and account servicing processes
  • Proficiency with agency management systems (e.g., Salesforce, NowCerts, or similar)
  • Excellent organizational, communication, and customer service skills
  • Ability to manage multiple accounts and meet deadlines with accuracy
  • Active Property & Casualty insurance license (or ability to obtain within a specified timeframe)

Preferred

  • Experience in trucking, transportation, or fleet insurance operations
  • Prior experience working directly with insurance carriers and underwriters
  • Familiarity with audit processes, loss runs, and exposure reporting
  • Experience supporting renewals and retention strategies
  • Strong understanding of insurance regulatory and compliance requirements

Physical Demands and Work Environment:

• Office-based with standard business hours
• Occasional extended hours during renewal seasons or peak service periods
• Limited travel may be required for client meetings or carrier interactions


Standard business hours are typically 9am-6pm.