Account Manager Assistant


Are you a servant leader who thrives in a fast-paced work environment? Are you looking for employment that complements the other priorities in your life while trusting you with responsibility? 

The Account Manager Assistant position is the gateway for entry into an industry that is virtually recession proof. No insurance experience necessary-we will train the right candidate!



·        Humble – C.S. Lewis put it this way: “Humility isn’t thinking less of yourself, but thinking of yourself less.”  The successful candidate must be a team player who isn’t afraid to make or forgive mistakes and is always on the lookout for ways to grow, improve, and win. 

·        Hungry – Our ideal candidate will be constantly thinking about their next step, more to do, more to learn, and ways to be, and help others to be, better.   

·        Smart A successful candidate is “people smart.”  Apply if you understand your words and actions impact the dynamics of a team and you will use them with good intentions for the benefit of others and not to manipulate. 

Primary Responsibilities

  • Receives calls from clients and insurance companies.
  • Prepares client letters and proposals.
  • Processes incoming policies, endorsements, certificates of insurance, and cancellations.
  • Assists with new business submissions by collecting and organizing information for underwriting.
  • Prepares, organizes, and prints documents as directed by Account Manager.
  • Facilitates client renewals as directed by Account Managers.

Additional Responsibilities

  • Provides support to other members of the agency as needed.
  • Manages special projects.
  • Performs other duties as requested.

Skills & Competencies

  • Strong time management skills, including planning, prioritizing and organizing
  • Ability to multi-task
  • Detail-oriented
  • Flexible and adaptable to change
  • Excellent verbal and written communication skills
  • Self-disciplined
  • Self-motivated; able to work autonomously
  • Strong computer skills and able to learn new software quickly
  • Understands and interprets abstract information
  • Responsive to calls and emails
  • Comfortable with handling challenging calls


  • Receive client and insurance company calls and emails
  • Prepare client correspondence and proposals
  • Process endorsements, certificates of insurance, and cancellations
  • Assist with new and renewal underwriting submissions
  • Collect, organize, and analyze data
  • Provide administrative support to others as needed
  • Manage special projects

Working Conditions

  • Office environment with little exposure to dust, noise, temperature extremes, machinery, etc.
  • Extended viewing of computer monitor.
  • Extensive use of telephone.
  • Travel for client meetings, prospecting activities, insurance company meetings and training.


  • Base Rate Range $17.50-$22 
  • Benefits allowance 
  • Variable Compensation Plan