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Insurance Assistant Account Manager Jobs in New Mexico

Creedence Energy Services

Account Manager

Carlsbad, NM · On-site

$100K - $125K/yr

... Insurance - traditional and high deductible plan choice; single HDHP 100% paid by company • ... * Assist technical team with RFPs * Aid other Account Managers in achieving all required tasks of ...

Creedence Energy Services

Account Manager

Carlsbad, NM

$100K - $125K/yr

... and Vision Insurance · Life and Disability Insurance · 401k with company match, immediate ... * Assist technical team with RFPs * Aid other Account Managers in achieving all required tasks of ...

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Insurance Assistant Account Manager information

What are the key skills and qualifications needed to thrive as an insurance assistant account manager?

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 is an insurance assistant account manager?

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 job categories do people searching Insurance Assistant Account Manager jobs in New Mexico look for? The top searched job categories for Insurance Assistant Account Manager jobs in New Mexico are:
What cities in New Mexico are hiring for Insurance Assistant Account Manager jobs? Cities in New Mexico with the most Insurance Assistant Account Manager job openings:
Insurance Assistant Account Manager jobs near you
Infographic showing various Insurance Assistant Account Manager job openings in New Mexico as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 23% Part Time, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Insurance Account Manager

Menicucci Insurance Agency

Albuquerque, NM • On-site

Full-time

Re-posted 25 days ago

Job description

Job Summary:  The Account Manager will perform the essential duties of this position, which includes assisting Producer(s) in servicing a book of business, including new and renewal marketing and placement, and handling client service requests. This role also provides direction to Assistant Account Managers and assists in training as necessary. 

Standards of Performance:

  • Actively support and incorporate company mission and core values into daily activities.
  • Maintains a positive and respectful attitude with colleagues.
  • Works as a team member to achieve department goals and overall company goals.
  • Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity.
  • Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
  • Consistently reports to work on time prepared to perform duties of position.
  • Demonstrates leadership skills and continually leads by example.

Essential Duties:

  • Handles client service requests of all types such as: change requests, certificates of insurance, running MVRs
  • Performs functions on agency management systems proficiently
  • Follows procedure manual and outlined agency standards
  • Processes, maintains and prepares new and renewal accounts for marketing, placement and delivery to producers or clients as directed. Handles normal account service activity including endorsements, audits, invoicing, etc.
  • Is responsible for policy processing and quality control
  • Other duties as assigned

Required Qualifications:

  • Excellent communication skills
  • High School diploma or equivalent
  • 3+ years of insurance or business-related experience and/or 1 year in agency trainee program
  • Current property/casualty agents’ license

Preferred Qualifications

  • Possess above average computer knowledge and skills
  • Epic experience
  • Professional insurance designation or working towards holding a designation

Servicing Volume: 

The average annual commercial lines renewal business servicing volume (as provided by the National Alliance Research Academy) is $2,527,000 annual premium dollars.  The average annual number of commercial lines accounts serviced is 210.