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Insurance Assistant Account Manager Jobs (NOW HIRING)

Assistant Account Manager Location: The Hive Sandy, UT 84070 Reports To: Director of Accounting ... Issue Certificates and Evidence of Insurance. * Process incoming mail and phone requests ...

Brown & Brown is seeking Assistant Account Manager to join our growing team in Rome, GA! The ... Assemble and collate submissions, proposals, and summaries of insurance. * Set up policy files and ...

Assistant Account Manager Location: The Hive - Sandy, UT 84070 Reports to: Director of Accounting ... Issue Certificates and Evidence of Insurance. * Process incoming mail and phone requests ...

First Florida Insurance Brokers (FFIB) is positioned to offer clients even greater resources ... The Assistant Account Manager - Commercial Lines supports the delivery of exceptional client ...

Assistant Account Manager Department: Sales and Marketing Reports To: Senior Account Manager or ... Life Insurance, Short-term and Long-term disability Insurance covered by company * 401(k) with ...

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How much do insurance assistant account manager jobs pay per year?

As of Jun 4, 2026, the average yearly pay for insurance assistant account manager in the United States is $50,875.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $57,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Insurance Assistant Account Manager, and why are they important?

To thrive as an Insurance Assistant Account Manager, you need strong organizational skills, attention to detail, and a background in insurance or business administration, often supported by relevant coursework or an associate degree. Proficiency in insurance management systems, CRM software, and Microsoft Office is typically required, and some employers may prefer candidates with insurance-specific certifications like the AINS. Excellent communication, problem-solving abilities, and a customer-focused mindset help build client relationships and support team collaboration. These skills ensure efficient policy administration, high client satisfaction, and smooth support for account managers in a fast-paced insurance environment.

What are some typical challenges Insurance Assistant Account Managers face when supporting account managers and clients?

Insurance Assistant Account Managers often juggle multiple client accounts and deadlines, which can make time management and organization crucial skills. They may encounter challenges such as ensuring all policy documents are accurate, responding promptly to client inquiries, and coordinating between clients, insurance carriers, and account managers. Additionally, they need to stay updated on changing insurance regulations and product offerings to provide accurate information. Building strong relationships with clients and internal teams is key to overcoming these challenges and ensuring smooth account operations.

What are Insurance Assistant Account Managers?

Insurance Assistant Account Managers are professionals who support account managers and insurance agents in managing client accounts. They handle administrative tasks such as processing policy renewals, preparing quotes, assisting with claims, and maintaining client records. Their role is crucial in ensuring smooth communication between clients, insurance carriers, and the agency. By providing efficient support, they help deliver excellent customer service and contribute to the overall success of the insurance team.

What is the difference between Insurance Assistant Account Manager vs Insurance Account Executive?

AspectInsurance Assistant Account ManagerInsurance Account Executive
CredentialsInsurance licenses, basic industry certificationsInsurance licenses, advanced certifications often preferred
Work EnvironmentOffice-based, supporting account management teamsOffice or client-facing, focusing on client acquisition and retention
Employer & Industry UsageInsurance agencies, brokerages, carriersInsurance agencies, brokerages, corporate clients
Search & Comparison IntentUnderstanding support roles in insurance account managementRoles involving client relationship management and sales

The Insurance Assistant Account Manager primarily supports account management teams with administrative tasks and client support, while the Insurance Account Executive focuses on acquiring new clients and managing relationships. Both roles require insurance licenses and industry knowledge, but the Account Executive typically has a sales-oriented focus. Understanding these differences helps job seekers and employers find the right fit within the insurance industry.

More about Insurance Assistant Account Manager jobs
What cities are hiring for Insurance Assistant Account Manager jobs? Cities with the most Insurance Assistant Account Manager job openings:
What states have the most Insurance Assistant Account Manager jobs? States with the most job openings for Insurance Assistant Account Manager jobs include:

Commercial Insurance Assistant Account Manager

Bing Recruitment

Sarasota, FL

$40K - $45K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 18 days ago


Job description

We are seeking an Assistant Commercial Insurance Account Manager to help support a growing Commercial Insurance team. Someone who is interested in learning the commercial side of Insurance or a candidate with prior commercial Insurance experience is ideal. A positive attitude and drive to learn commercial insurance is essential in this position.


Qualifications & Experience:

  • Background in account management, customer service, and experience in an office environment is a plus
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues
  • Organizational skills with the ability to prioritize tasks effectively
  • Good communication skills - as you will be speaking and communicating with clients, company underwriters and coworkers.
  • Good writing skills - to send clear correspondence, emails etc. to clients and company underwriters.
  • High School Diploma
  • 2+ years experience in insurance
  • Experience with AMS360 a plus
  • Current Property and Casualty License


Responsibilities:

  • Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently
  • insurance products to identify potential business opportunities
  • Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials.
  • Oversee and manage the policy checking and delivery process to insured as directed by the team.
  • Request loss runs from insurance carriers or pull directly from websites.
  • Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc.
  • Review policies, audits, and endorsements for accuracy; report errors to insurance companies for correction.
  • Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate.
  • Handle questions, research, and resolve problems.
  • Interact with carriers and clients to ensure delivery of exceptional customer service and adherence to policies and procedures.


Benefits

  • 401k with employer matching
  • Health Insurance
  • Dental Insurance
  • Life & Disability Insurance
  • PTO and paid holidays
  • Opportunity for advancement and a place to grow your career


Apply below if you would like to learn more about this position!