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Insurance Account Assistant Jobs in Wisconsin (NOW HIRING)

StaffMyAgency LLC

Insurance Agent Trainee

Hayward, WI · On-site

$40K - $60K/yr

Derek DeLisle - State Farm is looking for a motivated and personable Insurance Account ... Answer questions and help solve customer problems * Assist customers with their auto, home, and ...

Dentaquest

Account Representative

Mequon, WI · On-site

... * Assist Executive Director by managing the communication of client expectations to DentaQuest ... Related College Degree preferred . * 2 - 4 years business experience in healthcare, insurance ...

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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 Sep 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 is an insurance account assistant?

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 the key skills and qualifications needed to thrive as an insurance account assistant?

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 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.

How much do insurance account assistants get paid?

Insurance account assistants typically earn a median annual salary of around $40,000 to $50,000, depending on experience, location, and the size of the employer. Entry-level positions may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often include benefits such as health insurance and paid time off.

Is an insurance account assistant a good career?

An insurance account assistant is a role that involves supporting insurance agents and handling client accounts, requiring strong organizational and communication skills. It can be a good entry-level position with opportunities for advancement in the insurance industry, often involving familiarity with insurance policies and basic computer software. Career growth may include moving into account management or underwriting roles with experience and additional certifications.

Is an insurance account assistant entry level?

Yes, an insurance account assistant is typically an entry-level position that requires basic administrative skills, attention to detail, and knowledge of insurance policies. It often serves as a starting point for careers in insurance and may require familiarity with office software and customer service skills.

What qualifications do I need to be an insurance account assistant?

To become an insurance account assistant, a high school diploma or equivalent is typically required, along with strong organizational and communication skills. Some employers prefer candidates with previous experience in customer service or administrative roles, and familiarity with insurance software or office tools can be beneficial.

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 job categories do people searching Insurance Account Assistant jobs in Wisconsin look for?

The top searched job categories for Insurance Account Assistant jobs in Wisconsin are:

What cities in Wisconsin are hiring for Insurance Account Assistant jobs?

Cities in Wisconsin with the most Insurance Account Assistant job openings:

Insurance Account Assistant jobs near you
Infographic showing various Insurance Account Assistant job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $38,076 per year, or $18.3 per hour.

Account Representative - State Farm Agent Team Member

derek delisle - State Farm Agent

Hayward, WI • On-site

$35K - $45K/yr

Full-time

Medical, Retirement, PTO

Re-posted 17 days ago

Job description

Benefits:
  • SIGNING BONUS FOR LICENSED CANDIDATE
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Paid time off
  • Training & development

Position Overview

Derek DeLisle State Farm is looking for an Insurance Account Representative who can build relationships, uncover customer needs, and contribute on both the sales and service sides of the agency.
Derek has operated his Hayward agency since 2010, building an established book of approximately 3,300 households and 9,000 policies. Because this is a busy office with significant walk-in traffic, this position is best suited for someone who enjoys interacting with customers throughout the day and can move comfortably between helping an existing customer and pursuing a new sales opportunity.
Derek prefers an already-licensed candidate, but licensing is not the only thing that matters. A smart, hardworking candidate with a solid sales background and the ability to become licensed will also be considered. Team fit, loyalty, work ethic, and personality matter.

WHAT YOU'LL DO:
  •  Develop relationships with new and existing customers. 
  •  Identify insurance needs and appropriate opportunities for additional products. 
  •  Follow up with leads, referrals, and prospective customers. 
  •  Assist customers with policy and account needs as permitted by licensing. 
  •  Conduct customer account reviews. 
  •  Support retention while identifying appropriate cross-selling opportunities. 
  •  Work toward individual and agency production goals. 
  •  Handle both sales and service responsibilities as part of a hybrid team. 
  •  Maintain accurate records and consistent customer follow-up. 
  •  Assist walk-in customers and contribute wherever needed in the office. 
QUALIFICATIONS:
  • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Experience in managing customer relationships preferred.
  • Interest in marketing products and services based on customer needs.
  • Communication skills - written, verbal, and listening.
  • Dedicated to customer service.
  • Able to anticipate customer needs.
  • Able to effectively relate to customers.
  • Property & Casualty license.(must be able to obtain)
What Derek Is Looking For

Insurance licensing is preferred, particularly candidates who can begin contributing quickly. Strong sales professionals willing to obtain the necessary licenses will also be considered.
The successful candidate will be personable, dependable, competitive, organized, and comfortable working in a performance-driven environment without losing sight of customer service.
Why Join Derek's Team?

This isn't an agency where you'll be sitting around waiting for the phone to ring. The office has an established customer base and considerable walk-in activity, creating regular opportunities to build relationships and uncover customer needs.
There is also meaningful upside for someone who performs. Starting base pay is approximately $35,000, with performance bonus opportunities every six months for those who qualify. Derek reported that one current team member is earning approximately $70,000–$80,000 annually, demonstrating the earning potential that can exist for a strong performer. Individual earnings will vary and are not guaranteed.
Licensed candidates may qualify for a sign-on bonus, while eligible employees who become licensed may qualify for a licensing bonus. Paid time off is provided. Health insurance and retirement benefits are not currently offered.
State Farm Agent Team Member Disclaimer

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.