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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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Insurance Account Assistant information

See Wisconsin salary details

$21.2K

$38.1K

$51.5K

How much do insurance account assistant jobs pay per year?

As of Jul 7, 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:
Infographic showing various Insurance Account Assistant job openings in Wisconsin as of July 2026, with employment types broken down into 84% Full Time, 12% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $38,076 per year, or $18.3 per hour.
Customer Account Assistant

Customer Account Assistant

RR Donnelley

Plover, WI

$40K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago


Job description

Company Description

RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trusted portfolio of creative execution and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact.

Job Description

The Customer Account Assistant reports to the Customer Service Supervisor, collaborating closely with team members from all departments to ensure customer expectations are met.  Attention to detail, a positive demeanor, critical thinking skills and an aptitude for learning new computer systems are essential to being successful in this role.

Responsibilities include, but are not limited to:

  • Assist with the data entry of manufacturing instructions in to the systems used for producing the customer finished product.
  • Contact various manufacturing departments to gather production data on customer jobs.
  • Assist the Account Manager in managing multiple component projects through purchasing, manufacturing, final assembly, shipping and invoicing.
  • Communicate with customers and team members on status of projects.
  • Problem identification and solving.
  • Assist other Account Assistants as available.
  • Credit checking of new customers.
  • Customer demand entry from forecasts and purchase orders.
  • Item Master Setup.
  • Bill of Material Setup.
  • Problem solving.
  • Priority setting for internal operations per customer requirements.
  • Preparation of reports
  • Documenting customer specific requirements.
  • May coordinate production of components with other internal plants and/or external vendors as required.
  • Performs other related duties and participates in special projects as assigned.

This is a day shift position.

Qualifications
  • 1-2 years of relevant administrative/operational support in manufacturing operations or office environment, or demonstrated ability to meet the job requirements through work experience.
  • Proficient in Microsoft Word and Excel.
  • Excellent oral and written communication skills.
Additional Information

Disclosure Statement:

The national pay range for this role is $40,700 to 57,700 annually. The pay range may be slightly lower or higher based on the geographic location of the hired employee. The actual pay offered may vary based upon, but not limited to: education, skills, experience, proficiency, performance, shift and location. In addition to base salary, depending on the role, the total compensation package may also include participation in a bonus, commission or incentive program. RRD offers benefits including medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with match, life insurance and other voluntary supplemental insurance coverages, plus tuition assistance, maternity leave, adoption assistance, and employer/partner discounts.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans