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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 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:
Remote Insurance Account Representative - State Farm Experience Required

Remote Insurance Account Representative - State Farm Experience Required

StaffMyAgency LLC

Danville, CA โ€ข On-site, Remote

$100K/yr

Full-time

Medical, PTO

Posted 18 days ago


Job description

Join a local State Farm agency where your career can grow as fast as your ambition. As a Remote Licensed Insurance Account Representative, you'll support customers with everyday insurance needs and play a key role in helping the agency reach its goals. This position is perfect for someone who wants a long-term career path in the insurance industry.
Must have a Property and Casualty insurance license. State Farm experience is required.
RESPONSIBILITIES
  • Provide friendly, professional service to customers by phone, email, and in-office
  • Process policy changes, billing questions, and general service requests
  • Assist customers through claims with clarity and care
  • Identify customer needs and recommend additional coverage options
  • Support agency sales goals through cross-selling, upselling, and proactive outreach
  • Maintain accurate records and follow State Farm procedures
  • Contribute to a positive, energetic, team-focused office environment
COMPENSATION & INCENTIVES:
  • Base Salary plus Commission/Bonus
  • Paid Time Off (vacation and personal/sick days)
  • Flexible schedule; offering 3 day or 5 day work week for the ideal candidate.
  • Offer may include: childcare, auto allowance, medical
  • Valuable experience
  • Growth potential/Opportunity for advancement within my office
  • Remote work available for qualified State Farm experienced professionals.
QUALIFICATIONS
  • Required insurance licenses (Property & Casualty; Life & Health a plus)
  • State Farm experience required
  • Strong communication and customer service skills
  • Comfortable learning new systems and working in a fast-paced environment
  • Motivated by goals, growth, and earning potential
  • Reliable, organized, and team-oriented
  • Customer service experience helpful but not required
Compensaciรณn: $65,000.00 - $100,000.00 per year If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.