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Insurance Account Assistant Jobs in Columbus, IN

Morales Group

Recruiting Account Manager (62742)

Columbus, IN · On-site

$37K - $48K/yr

Maintain strong working relationships with all internal departments. * Assist Operations/Sales with ... Medical, dental, vision, and life insurance. * Short-term and long-term disability. * Paid Baby ...

Morales Group

Recruiting Account Manager (62742)

Columbus, IN · On-site

$37K - $48K/yr

Maintain strong working relationships with all internal departments. * Assist Operations/Sales with ... Medical, dental, vision, and life insurance. * Short-term and long-term disability. * Paid Baby ...

Windrose Health Network Inc

Medical Assistant

Franklin, IN · On-site

$16.50 - $21.25/hr

If the answer is yes, the Medical Assistant position at Windrose Health Network could be the job ... Flexible spending account * Health insurance * Life insurance * Paid time off * Referral program

Windrose Health Network Inc

Medical Assistant

Franklin, IN · On-site

$16.50 - $21.25/hr

If the answer is yes, the Medical Assistant position at Windrose Health Network could be the job ... Flexible spending account * Health insurance * Life insurance * Paid time off * Referral program

Near North Title Group

Escrow Assistant

Columbus, IN

$18.25 - $23/hr

Near North is looking for a Residential Escrow Assistant to assist a talented Escrow department ... Health, Dental, and Vision insurance * 401(k) with company match * FSA (Flexible Spending Account ...

Windrose Health Network

Medical Assistant

Franklin, IN · On-site

$19 - $22/hr

If the answer is yes, the Medical Assistant position at Windrose Health Network could be the job ... Flexible spending account * Health insurance * Life insurance * Paid time off * Referral program

South Central Roofing, Inc

Be Seen First

Office Assistant

Columbus, IN · On-site

$15.50 - $20.50/hr

... accounts receivable: entering vendor bills, creating customer invoices, and helping track ... Track and file certificates of insurance, lien waivers, and other project compliance paperwork.

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All JobsInsurance Account JobsInsurance Account Assistant JobsInsurance Account Assistant Jobs in Columbus, IN

Insurance Account Assistant information

See Columbus, IN salary details

$19.5K

$35.1K

$47.4K

How much do insurance account assistant jobs pay per year?

As of Jul 30, 2026, the average yearly pay for insurance account assistant in Columbus, IN is $35,084.00, according to ZipRecruiter salary data. Most workers in this role earn between $27,900.00 and $41,400.00 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 job categories do people searching Insurance Account Assistant jobs in Columbus, IN look for? The top searched job categories for Insurance Account Assistant jobs in Columbus, IN are:
What cities near Columbus, IN are hiring for Insurance Account Assistant jobs? Cities near Columbus, IN with the most Insurance Account Assistant job openings:
Insurance Account Assistant jobs near you
Infographic showing various Insurance Account Assistant job openings in Columbus, IN as of July 2026, with employment types broken down into 85% Full Time, 12% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $35,084 per year, or $16.9 per hour.

Commercial Lines Account Executive

Shepherd Insurance

Seymour, IN • On-site

Full-time

Posted 16 days ago

Job description

PURPOSE:
This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.
As a Commercial Lines Account Executive within the Shepherd family, you will assist Insurance Advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. You will provide guidance and mentorship to team members, fostering their professional growth, and building skills through leading by example. With a positive attitude, the Account Executive and Account Management team also provides customer service to clients as assigned and requested.
RESPONSIBILITIES:
  • Provide positive, prompt, and accurate service to clients.
  • Act independently or in accordance with Insurance Advisor, based upon account, through accessing the coverage need and preference of insured.
  • Independently manage and initiate the marketing of new and renewal business including but not limited to coordinating the renewal process with agency clientele, evaluating premiums, preparing proposals, presentation packets and maintaining underwriting and marketing information from carrier.
  • Provide guidance and mentorship to team members, fostering their professional growth, and building skills through leading by example.
  • Support the training of new team members and contribute to their ongoing development, enhancing their insurance knowledge and professional growth.
  • Coordinate with Insurance Advisor to obtain policy information and maintain expiration control log.
  • Accompany Insurance Advisors to client meetings when requested.
  • Check new and renewal policies for accuracy in rating, coverage, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client or advisor for delivery.
  • Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary.
  • Build and maintain strong relationships with carrier partners and assist in creation the underwriting story for all accounts in book of business.
  • Demonstrate proactive leadership in spearheading special projects and supporting the implementation of department-wide initiatives, ensuring successful execution and measurable results.
  • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
  • Cultivate a deep understanding of the specific industry in which accounts are located.
  • Participate in weekly team meetings, monthly team meetings, and attend organization-wide development programs as scheduled.
  • Assist other departments and advisors in cross selling and account rounding.
  • Perform other related duties as assigned.

Requirements
REQUIREMENTS:
  • Experience: At least ten (10) years' experience in similar position is desirable.
  • Required state licensing certification.
  • Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
  • Manage a book of business of at least $7MM in agency premium is desirable.
  • Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
  • Leadership experience preferred, not necessary.
  • Possess a thorough understanding of commercial lines underwriting and coverages.
  • Have the ability to handle a book of business that has accounts ranging in size from $100,000 premium and above, based on geographical location.
  • Professional designations such as CIC, CPCU are a plus and desire to acquire advanced insurance designations.
  • Possess a big-picture perspective with the ability to address client concerns and decide on the most effective path forward.
  • Excellent organizational skills with the capacity to balance multiple responsibilities or projects effectively.
  • Strong interpersonal abilities that facilitate clear communication with clients and colleagues.
  • Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.
AMERICANS WITH DISABILITY SPECIFICATIONS
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work Environment
Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.

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