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Insurance Assistant Account Manager Jobs in Tulsa, OK

Wallace Finance

Account Manager

Wagoner, OK · On-site

Competitive, Low-cost employee health, dental, vision, and life insurance for full time Team ... Providing quick and friendly customer service either in person or over the phone to assist with ...

Wallace Finance

Account Manager

Okmulgee, OK · On-site

Competitive, Low-cost employee health, dental, vision, and life insurance for full time Team ... Providing quick and friendly customer service either in person or over the phone to assist with ...

Americanfidelity

Account Manager

Broken Arrow, OK

$87K - $119K/yr

Our salaried, career Account Managers are responsible for selling worksite insurance products and services in a defined sales territory with an existing customer base. You will build strong ...

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All JobsInsurance Account JobsInsurance Assistant Account Manager JobsInsurance Assistant Account Manager Jobs in Tulsa, OK

Insurance Assistant Account Manager information

See Tulsa, OK salary details

$25.1K

$46.5K

$67.6K

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

As of Aug 24, 2026, the average yearly pay for insurance assistant account manager in Tulsa, OK is $46,468.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $52,500.00 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 are popular job titles related to Insurance Assistant Account Manager jobs in Tulsa, OK?

For Insurance Assistant Account Manager jobs in Tulsa, OK, the most frequently searched job titles are:

What job categories do people searching Insurance Assistant Account Manager jobs in Tulsa, OK look for?

The top searched job categories for Insurance Assistant Account Manager jobs in Tulsa, OK are:

What cities near Tulsa, OK are hiring for Insurance Assistant Account Manager jobs?

Cities near Tulsa, OK 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 Tulsa, OK as of August 2026, with employment types broken down into 77% Full Time, 13% Part Time, and 10% Contract. Highlights an 77% In-person, and 23% Remote job distribution, with an average salary of $46,468 per year, or $22.3 per hour.

Commercial Lines Insurance Account Manager

BancFirst Insurance Services

Tulsa, OK • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Job description

This position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.


Benefits

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan


Responsibilities

Renewal & New Business

  • May initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance.
  • On accounts where requested, reviews expiring exposure and requests exposure updates from the clients; on new business enters completed applications in EPIC provided by the producer.
  • In coordination with the producer prepares and sends out submissions to markets and/or quote products on-line.
  • Analyzes customers insurance needs and compares insurance packages considering risk and price of coverage.
  • Authority to execute and bind the Agency and its customers to insurance and finance contracts.
  • Review quotes, make recommendations, and verify that coverages are as desired and prepare proposal;
  • Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted;
  • Ensure Auto IDs are issued in advance of renewal.
  • Prepare and issue renewal certificates.
  • Process automatic renewals from companies in advance of expiration;
  • Work with Processor/Assistant to prepare policies to send being sure to check work prepared;
  • Prepare summaries and complete policy checks.

Accounting/Audits

  • Responsible for resolving accounting discrepancies to producers and clients.
  • Works with producer(s) to manage accounts receivable; paying particular attention to balances over 90 days old.

General

  • Requests and tracks the processing of policy changes and endorsements; works with Processor in execution of this process
  • Ensures the accuracy of information in the Agency Management System;
  • Issues certificates within 24 hours and Auto ID Cards
  • Orders Loss Runs when necessary; works with claims adjuster to assist in handling of claims as needed.
  • Responsible for the accuracy of work given to Processor/Assistant.
  • Processes endorsements w/ assistance from Processor/Assistant.
  • Maintains positive and professional working relationships with clients, carriers and other employees in the office.
  • Regular and consistent attendance is an essential function of this position

Requirements
  • High School education required with college degree preferred or equivalent experience &/or education
  • Typically have spent 1 to 2 years as a Processor and/or Assistant Account Manager
  • Good working knowledge of Commercial Property/Casualty coverages.
  • Current insurance license and should be working toward or hold the CISR designation
  • Ability to work with computer technology including use of Word and Excel or other relevant programs.
  • Ability to operate computers and general office equipment
  • Aptitude for accuracy in mathematical calculations
  • Demonstrates professional tactful negotiation and persuasion skills to achieve objectives.
  • Organizational and Time Management skills to prioritize workloads and meet deadlines.
  • Verbal, written and interpersonal skills to interact with associates at all levels of responsibility.