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Insurance Assistant Account Manager Jobs in Riverside, CA

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Insurance Assistant Account Manager information

See Riverside, CA salary details

$28.7K

$53.1K

$77.2K

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

As of Jul 13, 2026, the average yearly pay for insurance assistant account manager in Riverside, CA is $53,076.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,300.00 and $60,000.00 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 job categories do people searching Insurance Assistant Account Manager jobs in Riverside, CA look for? The top searched job categories for Insurance Assistant Account Manager jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Insurance Assistant Account Manager jobs? Cities near Riverside, CA with the most Insurance Assistant Account Manager job openings:
Insurance Assistant Account Manager jobs near you
Commercial Lines Account Assistant

Commercial Lines Account Assistant

SULLIVANCURTISMONROE INSURANCE SERVICES, LLC

Irvine, CA • On-site

$60K - $70K/yr

Other

Posted 20 days ago

Job description

Description

Summary


Account Assistants support Senior Account Managers and Account Managers by processing delegated work in accordance with agency procedures


Standards of Performance

  • Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
  • Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
  • Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
  • Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices. Additionally, consider pursuing relevant insurance certifications to enhance expertise and credibility in the field.
  • Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.



Essential Duties & Responsibilities

Respond to the day-to-day servicing needs of clients in accordance with standard procedures, including but not limited to the following tasks:

  • Maintain electronic files in accordance with agency procedures.
  • Check assigned policies using checklist and refer discrepancies to Executive Account Manager, Senior Account Manager or Account Manager, or handle discrepancies brought to light by Resource Pro policy review.
  • Transmit policies to clients in a policy binder book, or electronically as directed by Executive Account Manager, Senior Account Manager or Account Manager.
  • Order endorsement changes as directed by Executive Account Manager, Senior Account Manager or Account Manager, update AMS360 details as needed.
  • Handle tasks as assigned in the WorkSmart System or suspense in AMS360.
  • Process and invoice endorsements, interim and final audits, and cancellations
  • Order and send out loss runs as requested.
  • Execute the necessary tasks to issue new and renewal certificates of insurance with company guidelines.
  • Back up on Daily issuance of Certificates of Insurance as needed.
  • Request and Review Motor Vehicle records and respond back to the client by email
  • Assist Executive Account Manager, Senior Account Manager or Account Manager with special projects as needed.
  • File documents in a timely manner, using the ImageRight System or AMS360
  • Meet agency guidelines for timely processing work assigned.
  • Back up and help the team with front desk (answering phones), assisting with certificate projects, helping clear backlog, training new hires, and taking on projects at the request of your manager or the Account Assistant Team Lead.
  • All other duties as assigned.



Requirements

Qualifications/Requirements

  • High school diploma required, Bachelor's degree preferred
  • Have at least 3 years working experience preferred in the insurance industry as clerical/customer service
  • Hold current and valid Property and Casualty Insurance license or able to obtain one within 6 months of accepting the position
  • Possess a supportive and responsive manner with internal and external customers
  • Has ability to multi-task in complex working environment with accuracy and proficiency
  • Possess above average computer skills, existing proficient is strongly preferred in various needed programs, such as AMS360, ImageRight, eCerts, PINS, Excel, and Word
  • Ability to set up and conduct meetings in a virtual environment such as Teams and Zoom including the ability to share screens and make presentations (ex. PowerPoint, Proposals, etc.)

Salary

The estimated base salary range for this full-time position is $60,000 - $65,000 annually

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting.


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