ZipRecruiter

Log In

1

Insurance Account Assistant Jobs in Allenton, WI

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 ...

CSN Collision

Account Manager

Menomonee Falls, WI · On-site

... Assist with insurance approvals and accounts receivable follow-up · Support team members and take on additional projects as needed Requirements · Strong communication and interpersonal skills · ...

CSN Collision

Account Manager

Menomonee Falls, WI · On-site

... Assist with insurance approvals and accounts receivable follow-up Support team members and take on additional projects as needed Requirements Strong communication and interpersonal skills Excellent ...

CSN Collision

Account Manager

Menomonee Falls, WI · On-site

... delivery • Assist with insurance approvals and accounts receivable follow-up • Support team members and take on additional projects as needed Requirements • Strong communication and ...

next page

Showing results 1-20

All JobsInsurance Account JobsInsurance Account Assistant JobsInsurance Account Assistant Jobs in Allenton, WI

Insurance Account Assistant information

See Allenton, WI salary details

$21.3K

$38.3K

$51.8K

How much do insurance account assistant jobs pay per year?

As of Sep 7, 2026, the average yearly pay for insurance account assistant in Allenton, WI is $38,284.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,400.00 and $45,200.00 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 Allenton, WI?

The most popular types of Insurance Account jobs in Allenton, WI are:

What cities near Allenton, WI are hiring for Insurance Account Assistant jobs?

Cities near Allenton, WI with the most Insurance Account Assistant job openings:

Insurance Account Assistant jobs near you
Infographic showing various Insurance Account Assistant job openings in Allenton, WI as of July 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $38,284 per year, or $18.4 per hour.

Client Account Specialist - Commercial Lines

Choice Insurance

Hartland, WI • On-site

Full-time

Posted 17 days ago

Key responsibilities

  • Manage day-to-day client accounts by supporting policy changes, claims, and onboarding processes.

  • Provide customer service to maintain client relationships and support client retention.

  • Assist with administrative tasks such as data entry, document generation, and ensuring policy accuracy.

Job description

Description:

Company Overview

Choice Insurance offers comprehensive insurance products and services for business, personal and agricultural needs. We help clients identify risks and exposures within their personal lives and businesses and believe that the strength of an insurance program is measured by how closely it’s tailored to its client’s needs. At Choice Insurance, a Vizance Company our vision is simple: Be the leader in associate loyalty and client relationships. Everything we do begins with our people. This is a place where associates come first - voices are heard and contributions are valued. People feel supported and excited to be part of something meaningful! We operate under the "We before Me" mindset to foster a positive team culture that is committed to client success. Join us on The Journey - you're welcome here! 


Purpose

The Client Account Specialist - Commercial Lines is responsible for meeting the marketing, service, and quality standards of Choice Insurance, a Vizance Company. The associate is responsible for day-to-day account management for small to mid-sized clients. This entry-level role works to develop ongoing positive relationships with clients by supporting and facilitating sales, policy changes and claims. 

This role is full-time onsite in Williston, ND

  • Promotes customer retention by providing outstanding customer service by maintaining solid business-to-business relationships
  • Administrative support with the management of insurance client accounts, primarily with the technical system and data entry duties.
  • Operational support for book of business, completing tasks timely and accurately to ensure compliance, organizational and client needs are met.
  • Timely and accurate completion of tasks, basic product knowledge. 
  • Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed
  • Reviews current coverage and recommends changes in coverage and markets as needed at each service contract
  • Remarkets accounts as needed
  • Secures quotes for new business opportunities
  • Maintains orderly electronic files and information in accordance with agency standards
  • Maintains confidentiality of sensitive information.
  • Assists with billing and payment inquiries.
  • Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy.
  • Creates and generates reports upon request.
  • Verifies accuracy and coverage adequacy of policies, requests changes to correct errors as needed
  • Independently manages workflow to ensure efficient, accurate and timely processing of transactions and renewals
  • Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base
  • Helps support bringing up and training new individuals when asked 
  • Offers transactional assistance to Commercial Lines Support Staff



Requirements:
  • Minimum of 1 year office administrative experience
  • Preferred Associate's degree or higher
  • Excellent customer service and interpersonal skills
  • Ability to assist with departmental projects.
  • Performs assigned duties within the department and focuses primarily on day-to-day operational tasks.
  • Works under direct supervision
  • Willingness to obtain Property & Casualty insurance license within the first 60 days of employment. (Required - Assistance provided.)