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Insurance Assistant Account Manager Jobs in Indiana

Employee Benefits Associate Account Manager

Mishawaka, IN ยท On-site

$112K - $117K/yr

HUB isone ofthelargest global insurance and employee benefitsbrokers,providinga broad array of ... Job Responsibilities : * Assist account team in providing quality customer service to existing ...

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Insurance Assistant Account Manager information

See Indiana salary details

$24K

$43.7K

$61.1K

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

As of Jul 11, 2026, the average yearly pay for insurance assistant account manager in Indiana is $43,716.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,100.00 and $51,000.00 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 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.

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 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 popular job titles related to Insurance Assistant Account Manager jobs in Indiana? For Insurance Assistant Account Manager jobs in Indiana, the most frequently searched job titles are:
What cities in Indiana are hiring for Insurance Assistant Account Manager jobs? Cities in Indiana with the most Insurance Assistant Account Manager job openings:
Commercial Lines Account Manager

Commercial Lines Account Manager

Conner Insurance

Indianapolis, IN โ€ข On-site

Full-time

Re-posted 7 days ago


Job description

JOB SUMMARY AND PURPOSE
The Account Manager, Property & Casualty position is crucial to the day-to-day operations and long-term goals of the Commercial Lines Department. The Account Manager provides daily support to the P&C Advisors and Clients. From servicing accounts, to processing claims, to retaining Commercial accounts and providing excellent customer service, the Account Manager's responsibilities are equally varied and vital. A strong work ethic, ability to take on multiple responsibilities, and knowledge of agency procedures and standards are a must! This role directly impacts the revenue, service and customer experience goals of the organization.
ESSENTIAL DUTIES:
Consulting and Advising - Provide technical support to the Advisor and Sr. Account Manager; specifically, in analyzing client needs, coverage forms and quotations.
  • Accompany Advisor on Prospect and Insured meetings as requested.
  • Support Advisors: Process renewals in coordination with Advisor; review Client's renewals, quote/issue/provide competitive options for Clients while still maintaining adequate coverages.
  • Occasionally take the lead in renewal meeting with Insured to discuss strategy determination, marketing and carrier negotiations.
  • Correspond with Advisor to obtain information or inform them of account status or changes.

Customer Relationship Management - Builds relationship with Insured and determine effective ways to service their account
  • Act as liaison between Insured and insurance companies in order to independently resolve service problems.
  • Correspond with Insured to obtain information or inform them of account status or changes.
  • Responds to client's needs in a timely, professional, helpful and courteous manner, regardless of client attitude.
  • Strives to meet service standards in all circumstances.
  • Follows up with clients to ensure that their needs have been met.
  • Looks for ways to add value beyond clients' immediate requests.

Customer Service and Support - Assistance and support of the ongoing needs and issues of each Insured.
  • Assist in the customization of insurance programs to suit individual customers, often covering variety of risks.
  • Process additional lines of coverage for accounts, when necessary, to increase retention and cover all clients' personal risks appropriately.
  • Processing applications for, changes to, reinstatement of, and cancellation of insurance policies. Reviewing insurance applications to ensure that all questions have been answered.
  • Compile data on insurance policy changes. This can also include lapsed insurance policies to determine automatic reinstatement according to company policies, as well as analyzing retention strategies
  • Confer with clients to obtain and provide information when claims are made on a policy.
  • Change policy records to conform to insured party's specifications. Verifying the accuracy of insurance company records.
  • Contact underwriter and submits forms to obtain binder coverage.
  • Monitor insurance claims to ensure they are settled equitably for the both the client and the insurer.

Insurance Industry Knowledge - Demonstrates solid knowledge and ability, including competitive and customer trends, to strategically direct Clients and solve situations.
  • Proficient in Commercial insurance marketplace (Property, Liability, Auto, Workers' Compensation, etc.); carriers, underwriting requirements and the coverages they offer
  • Continually develops industry knowledge by attending trade shows, seminars, conferences, etc.
  • Identifies current industry trends.
  • Understanding of contracts, carrier products, coverage forms and underwriting guidelines.

Insurance Marketing - Quoting and Application completion
  • Complete applications in coordination with Advisor; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies

Payment and Billing - Payment and Billing of policies/coverages
  • When appropriate, uses agency credit and collection policy in invoicing and pursuing prompt payments
  • Request cancellations from the carrier according to agency standards.
  • Prepares premium allocations for Insured, when needed.
  • Calculates premiums and establishes payment method, if needed.

ADDITIONAL DUTIES:
  • Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
  • Perform other duties as assigned.

EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE:
  • Prefer bachelor's degree, or an associate's degree or equivalent, from two-year college or technical school
  • High school diploma or equivalent is required
  • Prefer a minimum of two years related industry experience and/or training
  • Maintain a current Indiana Property & Casualty insurance license

SKILLS:
  • Proficient in Microsoft Office suite of products and Adobe Acrobat
  • Good understanding of all lines of commercial insurance coverage
  • Understanding of contracts, carrier products, coverage forms, and underwriting guidelines
  • Ability to read, analyze, and interpret industry policies and contract documents
  • Ability to respond to common inquiries or complaints from customers or carriers
  • Ability to write and prepare proposals for presentation and review
  • Ability to effectively present information to insureds and carriers
  • Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
  • Ability to think independently and critically
  • Ability to define problems, collect data, establish facts, and draw valid conclusions
  • Ability to handle complex accounts
  • Excellent oral and written communication skills
  • Ability to perform duties in a high-pressured, fast-paced environment
  • High degree of organizational skills
  • Initiative, attention to detail and critical thinking
  • Ability to prioritize and remain flexible
  • Professional telephone skills and etiquette
  • Self-motivated and able to work both independently with limited supervision and within a team

STARTING COMPENSATION:
Differs with experience.
The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbent's may be requested to perform job-related tasks other than those stated in this description.