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Insurance Account Assistant Jobs in San Ramon, CA

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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 Jul 14, 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
Account Associate - Commercial Insurance

Account Associate - Commercial Insurance

Insurance Office of America

Walnut Creek, CA

$60K - $70K/yr

Full-time

Medical, Retirement

Posted 7 days ago

Insurance Office Of America rating

8.9

Company rating: 8.9 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

44th of 281 rated insurance

Job description

Job Description:

Title: AccountAssociate- Commercial Lines
Remote: for California residents, Los Angeles County area (strongly preferred)
Supporting:IOA - Los Angeles| Book Focus:Generalist
Requirement: active property & casualty license
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:Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs.Responsibilities includeresolving basic and routine administrativeand customer service issues.


Key Responsibilities:

  • Team Support:Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.

  • Office Support:Assist with general office tasks and administration.

  • Policy Processing:Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.

  • Task Management:Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.

  • Data Management:Maintain accurate and up-to-date data in agency systems.

  • Activity Monitoring:Ensure timely completion of tasks and activities.

  • Communication:Keep the account team informed of workload status and any issues.

  • Service Excellence:Provide proactive and responsive service.

  • Performance Monitoring:Ensure productivity and quality standards are met.

  • Promote Culture:Participate in team building and promote a positive work environment.

  • Continuous Improvement:Seek and adopt best practices.

  • Compliance:Stay updated on company policies and procedures.

  • Professional Development:Enhance technical skills and industry knowledge.

  • Relationship Building:Foster positive relationships with colleagues and leadership.

  • Champion IOA Values:Demonstrate integrity and leadership.


Ideal CandidateQualifications:

  • 2+ years ofindustry experience,OR5+ years ofrelatedexperiencein customer service

  • Thorough knowledge of insurance brokerage and client needs

  • Required active licensing

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

  • Exceptional customer service,communications.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


Whatto Expect(Application Process):

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

Salary Range

The expected pay range for this position is $60,000.00 to $70,000.00 per year, 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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