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Insurance Account Assistant Jobs in Wisconsin (NOW HIRING)

The Customer Account Assistant reports to the Customer Service Supervisor, collaborating closely ... life insurance and other voluntary supplemental insurance coverages, plus tuition assistance ...

The Customer Account Assistant reports to the Customer Service Supervisor, collaborating closely ... life insurance and other voluntary supplemental insurance coverages, plus tuition assistance ...

The Customer Account Assistant reports to the Customer Service Supervisor, collaborating closely ... life insurance and other voluntary supplemental insurance coverages, plus tuition assistance ...

Serve as the main contact for clients, managing their personal or commercial insurance accounts. * Respond promptly and professionally to client inquiries and provide effective solutions. * Assist ...

Identify coverage gaps or additional insurance needs and communicate opportunities to clients and ... Support new and renewal business presentations and assist with additional agency initiatives as ...

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$21.2K

$38.1K

$51.5K

How much do insurance account assistant jobs pay per year?

As of Jun 10, 2026, the average yearly pay for insurance account assistant in Wisconsin is $38,076.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,300.00 and $44,900.00 per year, depending on experience, location, and employer.

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

To thrive as an Insurance Account Assistant, you need strong organizational abilities, attention to detail, and a basic understanding of insurance products, often supported by a high school diploma or equivalent. Familiarity with insurance management software, CRM systems, and office applications is typically required. Excellent interpersonal skills, customer service orientation, and effective communication help you build relationships with clients and support agents. These skills and qualities are vital for ensuring accurate policy processing, client satisfaction, and efficient administrative operations in an insurance environment.

What are Insurance Account Assistants?

Insurance Account Assistants are professionals who support insurance agents or account managers with administrative and client service tasks. Their responsibilities often include preparing policy documents, handling customer inquiries, processing renewals, and maintaining accurate client records. They play a key role in ensuring smooth office operations and providing excellent customer service. Insurance Account Assistants may also help with claims processing, billing, and scheduling appointments. This position is typically found in insurance agencies or brokerages and can be a stepping stone to more advanced roles in the insurance industry.

What are some typical challenges Insurance Account Assistants face when managing client accounts?

Insurance Account Assistants often juggle multiple client accounts at once, which can make prioritizing tasks and maintaining attention to detail challenging. They frequently handle client queries, process policy changes, and assist with renewals, requiring strong organizational and communication skills. Collaborating closely with account managers and underwriters is essential, and adapting to evolving insurance regulations and company procedures is a continual part of the role. Staying proactive, organized, and responsive helps Insurance Account Assistants succeed in this dynamic environment.
What are the most commonly searched types of Insurance Account jobs in Wisconsin? The most popular types of Insurance Account jobs in Wisconsin are:
What are popular job titles related to Insurance Account Assistant jobs in Wisconsin? For Insurance Account Assistant jobs in Wisconsin, the most frequently searched job titles are:
What cities in Wisconsin are hiring for Insurance Account Assistant jobs? Cities in Wisconsin with the most Insurance Account Assistant job openings:
Licensed Insurance Account Manager

Licensed Insurance Account Manager

Mauck Insurance Agency, Inc

Niagara, WI • On-site

$40K - $50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago


Job description

Welcome to Mauck Insurance Agency, Inc., a trusted part of the Niagara, Wisconsin community for years. As a local independent agency, we take pride in building long-term relationships and providing personalized insurance solutions backed by exceptional service.

We are looking for a Licensed Insurance Account Manager to join our growing team. In this role, youll work closely with clients to help manage their personal insurance needs, including policy servicing, coverage reviews, renewals, and account support. Were seeking someone who is organized, client-focused, and confident building strong relationships while delivering a high level of professionalism and care.

If youre an experienced insurance professional looking for a supportive team environment and a long-term opportunity to grow, apply today!


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Retirement Plan

Advancement Opportunities

Long-Term Career Growth

Mentorship with Established Agent

Paid Continuing Education

Licensing Assistance

Ongoing Training Seminars

Team Building Activities

Work-Life Balance

Mon-Fri Schedule

Weekends Off


Responsibilities
  • Manage a portfolio of personal lines insurance accounts, ensuring client retention and satisfaction.
  • Assist clients with policy changes, renewals, billing questions, claims support, and coverage reviews
  • Identify coverage needs and recommend appropriate insurance solutions
  • Build strong client relationships through proactive communication and exceptional service
  • Maintain accurate client records and policy documentation
  • Collaborate with the agency team to support retention and overall client satisfaction

Requirements
  • Active Wisconsin Property & Casualty License preferred (licensing assistance available for the right candidate)
  • 2+ years of insurance agency or personal lines experience preferred
  • Strong communication, relationship-building, and organizational skills
  • Ability to manage multiple client accounts while delivering excellent customer service
  • Comfortable discussing coverage options, policy changes, renewals, and billing questions
  • Proficiency with agency management systems and standard computer applications