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Insurance Account Assistant Jobs in San Ramon, CA

Cooley LLP

Client Account Assistant

San Francisco, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

Cooley LLP

Client Account Assistant

Palo Alto, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

Cooley LLP

Client Account Assistant

San Francisco, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

Cooley LLP

Client Account Assistant

San Francisco, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

Cooley LLP

Client Account Assistant

Palo Alto, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

Cooley

Client Account Assistant

San Francisco, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

Cooley

Client Account Assistant

Palo Alto, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

Cooley

Client Account Assistant

San Francisco, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

Cooley LLP

Client Account Assistant

San Francisco, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

Cooley

Client Account Assistant

Palo Alto, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team ... In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D ...

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Showing results 1-20

All JobsInsurance Account Assistant JobsInsurance Account Assistant Jobs in San Ramon, CA

Insurance Account Assistant information

See San Ramon, CA salary details

$23.5K

$42.2K

$57K

How much do insurance account assistant jobs pay per year?

As of Jun 23, 2026, the average yearly pay for insurance account assistant in San Ramon, CA is $42,156.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,500.00 and $49,700.00 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 San Ramon, CA? The most popular types of Insurance Account jobs in San Ramon, CA are:
What are popular job titles related to Insurance Account Assistant jobs in San Ramon, CA? For Insurance Account Assistant jobs in San Ramon, CA, the most frequently searched job titles are:
What cities near San Ramon, CA are hiring for Insurance Account Assistant jobs? Cities near San Ramon, CA with the most Insurance Account Assistant job openings:
Insurance Account Assistant jobs near you
Client Account Assistant

Client Account Assistant

Cooley LLP

San Francisco, CA

$58K - $70K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 3 days ago

Job description

Client Account Assistant
Cooley is seeking a Client Account Assistant to join the Accounting team.
Position summary: Under the direction of the Client Account Manager or Supervisor, the Client Account Assistant is responsible for providing routine and basic client billing support to the Client Account Managers, Supervisors and department. Specific duties include, but are not limited to, the following:
Position responsibilities:
  • Responsible for distribution, logging, preparation, processing, and mailing of client billing
  • Provide prompt and accurate assistance to attorneys, clients, business professionals and billing team to resolve billing problems
  • Provide cost backup documentation
  • Research all inquiries regarding past and present billing
  • File and prepare past month's billing for electronic scanning
  • Review and summarize engagement letters pertaining to special financial agreements
  • Enter financial arrangements in accounting system
  • Implement and maintain client and matter database
  • All other duties as assigned or required

Skills and experience:
Required:
  • After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
  • Strong Excel skills
  • Available to work overtime, as required

Preferred:
  • Bachelor's degree
  • Prior experience (e.g., billing and/or accounting)
  • Prior law firm experience
  • General knowledge of accounting concepts
  • Previous 3E and electronic billing experience
  • 10 key by touch

Competencies:
  • Quick learner
  • Excellent follow through, accuracy, initiative, and math skills
  • Ability to successfully maintain and promote attorney and client relations
  • Professional demeanor
  • Excellent organizational, communication (verbal and listening) and writing skills
  • Ability to work under tight deadlines
  • Ability to interact and work well with others (co-workers and vendors)

Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices. EOE.
The expected hourly pay range for this position with a work schedule of 37.5 hours per week is $30.25 - $36.00/hour ($58,987.50 - $70,200.00 annually). Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate.
We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 20 days of Paid Time Off ("PTO") and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.

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