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Insurance Assistant Account Manager Jobs in Forney, TX

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Assistant Account Manager

Dallas, TX

Position Summary The Assistant Account Manager provides front-office and administrative support for ... Insurance industry experienceor active,applicableinsurance licensepreferred. * Strong ...

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Assistant Account Manager

Mesquite, TX

Position Summary The Assistant Account Manager provides front-office and administrative support for ... Insurance industry experienceor active,applicableinsurance licensepreferred. * Strong ...

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All JobsInsurance Account JobsInsurance Assistant Account Manager JobsInsurance Assistant Account Manager Jobs in Forney, TX

Insurance Assistant Account Manager information

See Forney, TX salary details

$24.8K

$45.8K

$66.7K

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

As of Jul 28, 2026, the average yearly pay for insurance assistant account manager in Forney, TX is $45,831.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,300.00 and $51,800.00 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 job categories do people searching Insurance Assistant Account Manager jobs in Forney, TX look for? The top searched job categories for Insurance Assistant Account Manager jobs in Forney, TX are:
What cities near Forney, TX are hiring for Insurance Assistant Account Manager jobs? Cities near Forney, TX with the most Insurance Assistant Account Manager job openings:
Insurance Assistant Account Manager jobs near you
Insurance Assistant Account Manager

Insurance Assistant Account Manager

First United Bank & Trust

Plano, TX • Hybrid

Full-time

Posted 18 days ago

Job description

Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The PositionJob TitleInsurance Assistant Account ManagerJob Description

SUMMARY

Manages duties by assisting other members of the department with meeting the service needs of customers and performing essential functions that include processing changes, rating, making calls and assuring correct information is input into the automation systems to achieve the quality and service standards developed by the agency.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

  • Process endorsements, certificates, change confirmations and invoice all transactions as per instructions from Account Manager or Account Executive.
  • Assist the department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals, etc., in accordance with Agency standards.
  • Invoice assigned commercial premium transactions following agency procedures and guidelines.
  • Process confirmed cancellations.
  • Maintain client files on computer systems.
  • Provide prompt, courteous, knowledgeable service to customers and prospects.
  • Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
  • Maintain working knowledge of all company change procedures.
  • Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
  • Support the department with computer and word processing skills, including rating programs in our automation system.
  • Supervision received/ exercised by Account Manager, Account Executive, or Department Manager

ADDITIONAL DUTIES AND RESONSIBILITIES

  • Adherence to Company policies and procedures.
  • Ability to fulfill job responsibilities through acceptable job attendance.
  • Self-starter organized and displays good communication skills, both verbal and written.
  • Team player and willing to find accommodating solutions for our customers, companies, and Agency.
  • Develop a thorough understanding of commercial underwriting and coverage and interpret abstract data.

EMPLOYEE SPECIFICATIONS

This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined. Other duties may be assigned as needs arise or as required to support the essential functions. Specific performance objectives may be developed each year to measure performance of the tasks and functions listed in this job description.

EDUCATION AND WORK EXPERIENCE

  • High School Diploma or equivalent GED required.
  • College degree preferred.
  • Industry knowledge preferred.
  • Obtain and maintain appropriate licensing.

TECHNICAL/FUNCTIONAL COMPETENCIES

  • Proficient in PC operating systems.
  • Experience with Applied Epic preferred
    • Proficient in Microsoft office.
    • Knowledge and Experience of Carrier websites.
    • Knowledge and Experience of Comparative rater websites.

This position follows a 41 workweek and is an inoffice role based in our Plano, Texas office. Employees are expected to be onsite four days per week and may work remotely one day per week.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

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