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Insurance Assistant Account Manager Jobs in Riverside, CA

Valin Corporation

Account Manager

Irvine, CA · On-site

$80K - $110K/yr

The Account Manager (AM) must possess a high degree of knowledge of the Refining industry including ... * Assist clients in the selection, sizing, and specification of filtration, process control ...

Graybar

Account Manager

Irvine, CA · On-site

$80K - $110K/yr

The Account Manager (AM) must possess a high degree of knowledge of the Refining industry including ... * Assist clients in the selection, sizing, and specification of filtration, process control ...

Homexpress Mortgage Corp

Account Manager

Santa Ana, CA

$65K - $75K/yr

Dental insurance * Health insurance * Vision insurance Schedule: * Monday to Friday Supplemental Pay: * Bonus opportunities Experience: * wholesale account management: 3 years (Preferred) * pre ...

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

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 Aug 4, 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?

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 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
Infographic showing various Insurance Assistant Account Manager job openings in Riverside, CA as of July 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,076 per year, or $25.5 per hour.

Assistant Account Manager, Commercial Lines

Heffernan Insurance Brokers

Irvine, CA • On-site

$60K - $65K/yr

Full-time

Posted 5 days ago

Job description

Assistant Account Manager, Commercial Lines
Department: Commercial Lines
Employment Type: Full Time
Location: Irvine, CA
Reporting To: Commercial Lines Manager
Compensation: $60,000 - $65,000 / year
Description
Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry-level position that requires some insurance experience and an active Property & Casualty License. Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility.
Key Responsibilities
  • Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's.
  • Process binders.
  • Process endorsements.
  • Process audits after review by the Account Manager.
  • Invoicing as assigned.
  • Follow up on claims.
  • Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
  • Create and maintain mail-merge documents.
  • Draft proposals.
  • Process un-routed attachments and carrier document retrieval items.
  • Respond to client requests in a timely and accurate manner.
  • Follow up and close open activities in EPIC (agency management system).
  • Pursue and obtain P&C license, and other continuing education opportunities.
  • Thorough documentation with proper E&O procedures must be followed.
  • Other duties usual to servicing commercial accounts.
  • Other special projects as assigned.

Skills, Knowledge and Expertise
  • Education - High School graduate/GED required.
  • Experience working in an office environment preferred.
  • Insurance experience is required.
  • Active P&C insurance license is required.
  • Excellent communication and collaboration skills required.
  • Working knowledge of MS Office (Excel, Outlooks, and Word etc.)
  • Must be organized and able to manage time effectively
  • Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits).
  • Must embody the Heffernan Habits as referenced herein.

Why Choose Heffernan?
At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We're proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
Heffernan Habits:
These are core values that represent our unique culture.
  • Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
  • Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
  • Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
  • Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
  • Celebrate & Value Our Differences: "Because You're Different". It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.

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