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Insurance Account Assistant Jobs in Rancho Santa Fe, CA

Insurance Search Specialists

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Commercial Insurance Account Manager

San Diego, CA · Remote

$90K - $110K/yr

Commercial Insurance Account Manager $90,000-$110,000 | 100% Remote | San Diego-Based Brokerage ... Prepare renewal submissions, review quotes, and assist with market placement * Maintain ...

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Insurance Account Assistant information

See Rancho Santa Fe, CA salary details

$23.3K

$41.8K

$56.6K

How much do insurance account assistant jobs pay per year?

As of Aug 4, 2026, the average yearly pay for insurance account assistant in Rancho Santa Fe, CA is $41,846.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,300.00 and $49,400.00 per year, depending on experience, location, and employer.

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

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 cities near Rancho Santa Fe, CA are hiring for Insurance Account Assistant jobs? Cities near Rancho Santa Fe, CA with the most Insurance Account Assistant job openings:
Insurance Account Assistant jobs near you
Infographic showing various Insurance Account Assistant job openings in Rancho Santa Fe, CA as of July 2026, with employment types broken down into 85% Full Time, 11% Part Time, and 4% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $41,846 per year, or $20.1 per hour.

Commercial Insurance Account Manager

Insurance Search Specialists

San Diego, CA • Remote

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Commercial Insurance Account Manager
$90,000–$110,000 | 100% Remote | San Diego-Based Brokerage

Join a client-focused, fast-growing brokerage that partners with national carriers to deliver exceptional commercial insurance solutions. We’re looking for an experienced Commercial Lines Account Manager to support a book of hospitality-focused middle market accounts—all while working 100% remotely.

The Role:

  • Manage all servicing for a dedicated book of middle-market hospitality clients
  • Collaborate closely with one producer to handle renewals, policy changes, endorsements, invoicing, and certificates
  • Act as the primary point of contact for clients—delivering timely, accurate, and professional service
  • Prepare renewal submissions, review quotes, and assist with market placement
  • Maintain documentation and workflows using Applied Epic
  • Identify coverage gaps and coordinate solutions with the producer and marketing team
  • Foster long-term relationships with clients and carrier partners

What You Bring:

  • 3+ years of experience in commercial lines account management
  • Solid knowledge of hospitality industry exposures is a plus
  • Proficiency in Applied Epic is required
  • Strong communication and organizational skills
  • Detail-oriented with the ability to juggle multiple deadlines
  • Active P&C license preferred


If you're interested, apply now or reach out directly—We would love to connect!

For more details about this position and to explore other opportunities in commercial lines insurance, please contact Insurance Search Specialists. Visit our website at www.mcdermottwolfe.com

Categories: Commercial Insurance, Middle Market Accounts, Account Management, Client Service, Property & Casualty

Company Description

About Us
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages.

With over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.

We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.

Contact us today to learn how we can help you take the next step in your career.