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Insurance Account Assistant Jobs in Mount Pleasant, SC

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Insurance Account Assistant information

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$20.8K

$37.4K

$50.6K

How much do insurance account assistant jobs pay per year?

As of Sep 2, 2026, the average yearly pay for insurance account assistant in Mount Pleasant, SC is $37,397.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,700.00 and $44,100.00 per year, depending on experience, location, and employer.

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 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.

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 a median annual salary of around $40,000 to $50,000, depending on experience, location, and the size of the employer. Entry-level positions may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often include benefits such as health insurance and paid time off.

Is an insurance account assistant a good career?

An insurance account assistant is a role that involves supporting insurance agents and handling client accounts, requiring strong organizational and communication skills. It can be a good entry-level position with opportunities for advancement in the insurance industry, often involving familiarity with insurance policies and basic computer software. Career growth may include moving into account management or underwriting roles with experience and additional certifications.

Is an insurance account assistant entry level?

Yes, an insurance account assistant is typically an entry-level position that requires basic administrative skills, attention to detail, and knowledge of insurance policies. It often serves as a starting point for careers in insurance and may require familiarity with office software and customer service skills.

What qualifications do I need to be an insurance account assistant?

To become an insurance account assistant, a high school diploma or equivalent is typically required, along with strong organizational and communication skills. Some employers prefer candidates with previous experience in customer service or administrative roles, and familiarity with insurance software or office tools can be beneficial.

What are the most commonly searched types of Insurance Account jobs in Mount Pleasant, SC?

The most popular types of Insurance Account jobs in Mount Pleasant, SC are:

What job categories do people searching Insurance Account Assistant jobs in Mount Pleasant, SC look for?

The top searched job categories for Insurance Account Assistant jobs in Mount Pleasant, SC are:

What cities near Mount Pleasant, SC are hiring for Insurance Account Assistant jobs?

Cities near Mount Pleasant, SC with the most Insurance Account Assistant job openings:

Insurance Account Assistant jobs near you

Senior Account Associate- Commercial Insurance (Transportation)

Insurance Office of America

Mount Pleasant, SC • On-site

Full-time

Medical, Retirement

Re-posted 28 days ago

Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

57th of 315 rated insurance

Job description

Description

Job Description:

Title: Senior Account Associate - Commercial Lines 
Work Mode: Remote, Eastern and Central Times Zones Only | Location/Supporting: St. Petersburg, FL | Book Focus: Transportation 
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 

 
About the Role: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs. 

 
Key Responsibilities: 

  • Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. 

  • Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time. 

  • Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. 

  • New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. 

  • Contract Review: Assist in reviewing contracts to ensure proper coverages are included. 

  • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. 

  • System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. 

  • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. 

  • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. 

  • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. 

  • Policy Compliance: Stay updated on company policies and procedures. 

  • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

Ideal Candidate Qualifications: 

  • 3+ years of customer service experience in the insurance industry 

  • Thorough knowledge of insurance brokerage and client needs 

  • Required active licensing, professional designation (CISR) preferred 

  • Strong analytical, problem-solving, and decision-making skills 

  • Exceptional customer service, communication, multitasking, and organizational skills 

  • Proficiency in MS Office (Outlook, Word, Excel) 

  • High School Diploma (or equivalent) 

 
What We Offer: 

  • Competitive salaries and bonus potential 

  • Company-paid health insurance 

  • Paid holidays, vacations, and sick time 

  • 401K with employer match 

  • Professional growth and career progression opportunities 

  • Respectful culture and work/family life balance 

  • Community service commitment 

  • Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

  • 30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

The expected pay range for this position is 60-70K annually, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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