CareerPlan

Assistant Account Manager

Rye Brook, NY, USFull-time$62k–$75k2026-10-12 → 2026-11-11

Core

Support Account Executives in managing client accounts, processing insurance applications, and ensuring service delivery within the insurance brokerage industry.

Role type

Assistant Account Executive (Insurance Brokerage)

Builds

Client account solutions and insurance proposals

Domain

Insurance brokerage

Deliverable

client delivery

Required skills

Policy renewals and endorsements processing, Claims processing, Insurance application preparation, Client communication, Agency management system updates, Market trend research, Compliance adherence, Presentation preparation

Preferred skills

Property & Casualty license, Bachelor's degree in Business/Finance, 1-2 years admin experience in insurance/finance