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Account Associate Jobs in New Richmond, WI (NOW HIRING)

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See New Richmond, WI salary details

$30.2K

$58.1K

$79.8K

How much do account associate jobs pay per year?

As of May 28, 2026, the average yearly pay for account associate in New Richmond, WI is $58,098.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $66,000.00 per year, depending on experience, location, and employer.

What Is an Account Associate?

As an account associate, you provide sales, marketing, logistical, or financial support to individuals or teams within your company. Your job duties may include maintaining documentation and schedules for ad campaigns or payments and invoices, coordinating with clerks and other colleagues in the office, processing records, and providing clerical support. The career qualifications for an account associate vary depending on the exact nature of your work. However, you typically need at least a bachelor’s degree in business administration, accounting, marketing, or another relevant field and prior experience in a similar role. You also need excellent communication, computer, and organizational skills, as well as the ability to work in a team-oriented environment.

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

To thrive as an Account Associate, you need strong organizational skills, attention to detail, and a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes basic accounting systems is typically required. Excellent communication, relationship-building, and problem-solving abilities help you stand out in this client-facing role. These skills are crucial for accurately managing accounts, supporting client satisfaction, and contributing to the overall success of the sales or account management team.

How does an Account Associate typically collaborate with sales and client service teams?

Account Associates work closely with both sales and client service teams to ensure client needs are met and that ongoing projects run smoothly. They often act as a liaison, communicating client feedback, coordinating deliverables, and supporting the sales process by preparing proposals or presentations. Regular meetings and shared project management tools help facilitate this collaboration. Strong communication and organizational skills are essential, as Account Associates must balance multiple priorities and maintain positive internal and external relationships.

What does an Account Associate do?

An Account Associate typically supports account managers and sales teams by assisting with client communications, preparing reports, and handling administrative tasks. They help ensure that client accounts are managed efficiently and that clients receive high-quality service. Account Associates may also conduct research, process orders, and resolve issues, acting as a key point of contact between the company and its clients. This role is often considered an entry-level position and provides valuable experience for advancing within sales or account management careers.
More about Account Associate jobs
What are the most commonly searched types of Account jobs in New Richmond, WI? The most popular types of Account jobs in New Richmond, WI are:
What cities near New Richmond, WI are hiring for Account Associate jobs? Cities near New Richmond, WI with the most Account Associate job openings:
Account Associate jobs near you
Account Associate - Shared Services

Account Associate - Shared Services

Insurance Office of America

Saint Paul, MN

$20.67 - $24/hr

Full-time

Medical, Retirement

Posted 2 days ago

Insurance Office Of America rating

8.6

Company rating: 8.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

73rd of 258 rated insurance

Job description

Description

Job Description:

Title: Account Associate - Shared Services 

Fully Remote

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 

 
About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. 

 
Key Responsibilities: 

  • Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. 

  • Office Support: Assist with general office tasks and administration. 

  • Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. 

  • Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. 

  • Data Management: Maintain accurate and up-to-date data in agency systems. 

  • Activity Monitoring: Ensure timely completion of tasks and activities. 

  • Communication: Keep the account team informed of workload status and any issues. 

  • Service Excellence: Provide proactive and responsive service. 

  • Performance Monitoring: Ensure productivity and quality standards are met. 

  • Promote Culture: Participate in team building and promote a positive work environment. 

  • Continuous Improvement: Seek and adopt best practices. 

  • Compliance: Stay updated on company policies and procedures. 

  • Professional Development: Enhance technical skills and industry knowledge. 

  • Relationship Building: Foster positive relationships with colleagues and leadership. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

  • 3+ years of industry experience

  • Thorough knowledge of insurance brokerage and client needs 

  • Required active licensing 

  • Strong analytical, problem-solving, and decision-making skills 

  • Exceptional customer service, communications. multitasking, and organizational skills 

  • Proficiency in MS Office (Outlook, Word, Excel) 

  • High School Diploma (or equivalent) 

 
What We Offer: 

  • Competitive salaries and bonus potential 

  • Company-paid health insurance 

  • Paid holidays, vacations, and sick time 

  • 401K with employer match 

  • Employee stock plan participation 

  • Professional growth and career progression opportunities 

  • Respectful culture and work/family life balance 

  • Community service commitment 

  • Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

  • 30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

The expected pay range for this position is $20.67 to $24.00 per hour, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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