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Insurance Assistant Account Manager Jobs in Montclair, CA

allianthcm

Assistant Account Manager

Irvine, CA

Manages renewal process for expiring policies; Reviews client accounting history, responds to ... Composes correspondence to insured and/or underwriters; Discusses and assists in setting renewal ...

Acrisure

Associate Account Manager

Ontario, CA

$28 - $38/hr

Required to have the necessary insurance license(s). Responsibilities * Assist Account Managers and Associate Account Managers * Provide courteous and prompt customer service to clients as assigned ...

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All JobsInsurance Account JobsInsurance Assistant Account Manager JobsInsurance Assistant Account Manager Jobs in Montclair, CA

Insurance Assistant Account Manager information

See Montclair, CA salary details

$27.8K

$51.4K

$74.7K

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

As of Aug 25, 2026, the average yearly pay for insurance assistant account manager in Montclair, CA is $51,368.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $58,100.00 per year, depending on experience, location, and employer.

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 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 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 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 job categories do people searching Insurance Assistant Account Manager jobs in Montclair, CA look for?

The top searched job categories for Insurance Assistant Account Manager jobs in Montclair, CA are:

What cities near Montclair, CA are hiring for Insurance Assistant Account Manager jobs?

Cities near Montclair, CA 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 Montclair, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $51,368 per year, or $24.7 per hour.

Assistant Account Manager

Irvine, CA • On-site

Alliant Insurance Services

8.7

Company rating: 8.7 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

70th of 311 rated insurance

Great coworkers

People enjoy working here

Good employer

Learn more about Alliant Insurance Servicesexternal

$30.77 - $38.47/hr

Full-time

Posted 7 days ago

Job description

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: www.alliant.com.
Hybrid work schedule: In-office requirement.
SUMMARY
Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Packages and markets applications to various carriers to obtain quotes;
Negotiates prices, commissions, and/or coverages with carriers;
Reviews policies, identifies deficiencies and determines appropriate level of coverage;
Manages renewal process for expiring policies;
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;
May participate in client meetings to review coverage;
Gathers information for applications;
Prepares presentations and proposals for clients;
Researches requests for information from underwriters;
Composes correspondence to insured and/or underwriters;
Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;
Prepares draft certificate templates for review and approval;
Analyzes certificate requests and ensures clients needs are met;
Inputs applications and creates letters, and other forms of correspondence;
Binds insurance coverage and prepares insurance binders;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associate's Degree or equivalent combination of education and experience
Four (4) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good problem solving and time management skills
Intermediate typing skills (30-35 wpm)
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office Suite
#LI-KG1
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

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