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Insurance Assistant Jobs in Middleburg, FL (NOW HIRING)

Purchasing Coordinator

Jacksonville, FL ยท On-site

$19.50 - $26/hr

Maintain vendor records, contracts, pricing agreements, and certificates of insurance. * Assist in identifying and qualifying new suppliers. * Build and maintain positive working relationships with ...

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits ... Prepare/assist in contracting of clients and any required paperwork * Develop and maintain current ...

Be Seen First

In this role, you will assist clients with Medicare plan selections, answer inquiries, and provide ... Active Resident Health Insurance License (valid through 12/8/2026) No active carrier appointments ...

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Insurance Assistant information

See Middleburg, FL salary details

$11

$16

$24

How much do insurance assistant jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for insurance assistant in Middleburg, FL is $16.87, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.13 per hour, depending on experience, location, and employer.

What does an insurance assistant do?

An insurance assistant performs administrative tasks for an insurance agent. Their job duties include handling customer phone calls, producing reports for the agent, reviewing insurance applications for accuracy, and helping customers file new claims. Qualifications for an insurance assistant typically include a high school diploma, although some employers may prefer post-secondary education. People in this administrative position are often gaining experience and skills to pursue a career as an insurance agent.

What is an insurance assistant?

Insurance Assistants are administrative professionals who support insurance agents, brokers, or underwriters in their daily tasks. Their responsibilities often include processing paperwork, answering client inquiries, handling claims documentation, updating records, and assisting with policy renewals. They play a vital role in ensuring that insurance operations run smoothly and efficiently, providing both customer service and organizational support. Insurance Assistants may work in various settings, such as insurance agencies, brokerages, or corporate insurance departments.

What are some common challenges faced by insurance assistants, and how can they be addressed?

Insurance Assistants often manage a high volume of administrative tasks, such as processing claims, handling client inquiries, and maintaining policy records, which can be challenging during peak periods. Effective time management and strong organizational skills are key to staying on top of deadlines and ensuring accuracy. Collaborating closely with underwriters, agents, and other team members also helps streamline workflows and resolve any complex issues quickly. Adopting digital tools and staying updated on industry regulations can further enhance efficiency and job satisfaction.

What is the difference between Insurance Assistant vs Insurance Agent?

AspectInsurance AssistantInsurance Agent
CredentialsTypically no licensing required, but some roles may need basic insurance knowledgeRequires state licensing and certification to sell insurance products
Work EnvironmentOffice setting, supporting insurance teams and handling administrative tasksClient-facing, sales-oriented, often working in the field or office
Employer & Industry UsageInsurance companies, brokerages, agenciesInsurance agencies, brokerages, independent agents
Common Search & ComparisonAdministrative support, customer service, insurance documentationSales, policy selling, client consultations

In summary, an Insurance Assistant primarily handles administrative and support tasks within insurance companies or agencies, often without licensing requirements. An Insurance Agent, on the other hand, is licensed to sell insurance policies directly to clients and focuses on sales and client relationships. Both roles are essential in the insurance industry but serve different functions.

What are the key skills and qualifications needed to thrive as an insurance assistant, and why are they important?

To thrive as an Insurance Assistant, you need strong organizational skills, attention to detail, and a basic understanding of insurance products, often supported by a high school diploma or relevant coursework. Familiarity with insurance management software, Microsoft Office Suite, and document processing systems is typically required. Excellent communication, customer service, and multitasking abilities set top performers apart. These skills ensure efficient processing of policies, accurate record-keeping, and effective support for agents and clients in a fast-paced environment.
What are the most commonly searched types of Insurance jobs in Middleburg, FL? The most popular types of Insurance jobs in Middleburg, FL are:
What cities near Middleburg, FL are hiring for Insurance Assistant jobs? Cities near Middleburg, FL with the most Insurance Assistant job openings:

Assistant Controller for Commercial Real Estate Company

RETTNER REALTY

Jacksonville, FL โ€ข On-site

$75K - $90K/yr

Full-time

Medical, Dental, Vision, PTO

Re-posted 6 days ago


Job description

Benefits:
  • Dental insurance
  • Paid time off
  • Health insurance
  • Vision insurance

Assistant Controller Job Description– Commercial Real Estate

About Rettner Realty

We are a private family office with a large portfolio of commercial real estate investments. We take a hands-on approach to asset management and property operations and are seeking an experienced Assistant Controller to support the financial management of our growing real estate portfolio.
Position Summary

The Assistant Controller will play a key role in the accounting and financial management of the real estate portfolio. Responsibilities include financial reporting, tenant billing and collections, budgeting and forecasting, CAM reconciliations, debt administration, tax coordination, and operational accounting support. This is a full-time, in-office position offering the opportunity to work directly with the controller and senior management.
Responsibilities

  • Assist in the preparation of monthly and annual financial statements.
  • Review general ledger activity, account reconciliations, and financial reporting packages.
Tenant Billing & Collections

  • Assist in tenant billing processes, including rent, CAM, tax, insurance, and other recoverable charges.
  • Monitor accounts receivable and actively manage collection efforts.
  • Coordinate with property management, leasing teams, and tenants to resolve billing disputes and delinquent accounts.
  • Prepare aging reports and provide collection status updates to management.
Budgeting & Forecasting

  • Assist in the preparation of annual operating budgets and capital expenditure budgets.
  • Prepare variance analyses and management reports.
CAM, Tax & Operating Expense Reconciliations

  • Assist in preparation and review annual CAM, real estate tax, insurance reconciliations and tenant expense recoveries.
  • Work closely with property managers to ensure accurate allocation and recovery of expenses.
  • Maintain supporting documentation for tenant audits and inquiries.
Tax & Audit Coordination

  • Support outside CPA firm in preparing entity and ownership tax returns.
  • Gather and organize documentation for tax filings and audits.
Process Improvement & Internal Controls

  • Assist in developing and improving accounting policies, procedures, and internal controls.
  • Participate in special projects, acquisitions, and portfolio analyses as needed.
Qualifications

  • Bachelor's degree in Accounting, Finance, or related field.
  • 3–7 years of accounting experience, preferably in commercial real estate, family office, private equity real estate, REIT, or property management environments.
  • Strong understanding of commercial real estate accounting principles and lease structures.
  • Experience with CAM reconciliations, tenant billings, collections, and property-level financial reporting.
  • Advanced proficiency in Microsoft Excel.
  • Strong analytical, organizational, and communication skills.
  • Ability to manage multiple priorities in a fast-paced environment.
Compensation & Benefits

We offer a competitive compensation package including base salary, annual bonus opportunity, health benefits, paid time off, and the opportunity to work directly with senior management in a growing real estate investment office.
How to Apply: 

Please send cover letter, resume, and salary requirements to: 
Amy Foltz: afoltz@rettnerrealty.com