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Insurance Account Assistant Jobs in Madison, WI (NOW HIRING)

ablelight

Accounts Payable Specialist

Watertown, WI · Hybrid

$20.25 - $26/hr

... general ledger account analysis for assigned accounts. * Assist in preparing and gathering ... Life, AD&D, STD, and LTD insurance. * Work/Life Balance: Paid Time Off (PTO), Tuition ...

ablelight

Accounts Payable Specialist

Watertown, WI · Hybrid

$20.25 - $26/hr

... general ledger account analysis for assigned accounts. * Assist in preparing and gathering ... Life, AD&D, STD, and LTD insurance. * Work/Life Balance: Paid Time Off (PTO), Tuition ...

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

Insurance Account Assistant information

See Madison, WI salary details

$21.2K

$38K

$51.4K

How much do insurance account assistant jobs pay per year?

As of Sep 1, 2026, the average yearly pay for insurance account assistant in Madison, WI is $38,016.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,200.00 and $44,800.00 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 Madison, WI?

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

What are popular job titles related to Insurance Account Assistant jobs in Madison, WI?

For Insurance Account Assistant jobs in Madison, WI, the most frequently searched job titles are:

What job categories do people searching Insurance Account Assistant jobs in Madison, WI look for?

The top searched job categories for Insurance Account Assistant jobs in Madison, WI are:

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

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

Insurance Account Assistant jobs near you
Infographic showing various Insurance Account Assistant job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $38,011 per year, or $18.3 per hour.

Licensed Insurance Account Manager

Madison, WI • On-site

Cha & Associates, Inc. - American Family Insurance
See more jobs at Cha & Associates, Inc. - American Family Insuranceexternal

Full-time

PTO

Posted 28 days ago

Job description

Benefits:
  • Work from Home Hybrid Opportunities
  • Heath Insurance stipend
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
  • Training & development

Cha & Associates American Family Insurance | Madison, WI

Build Relationships. Protect What Matters. Grow Your Insurance Career.
Cha & Associates American Family Insurance is seeking a Licensed Insurance Account Manager to join our growing team in Madison, WI. This role is ideal for someone who takes pride in delivering exceptional service, proactively managing client accounts, and identifying opportunities to ensure customers have the right protection as their needs evolve.
You'll work closely with existing clients, handling day-to-day service needs while conducting thoughtful policy reviews and identifying opportunities to strengthen their overall insurance program.
If you're licensed, organized, customer-focused, and enjoy being a trusted resource for your clients, we'd love to meet you.
Why Join Cha & Associates?
  • Competitive base salary plus commission and bonus opportunities.
  • Established American Family Insurance agency with a loyal client base.
  • Supportive, team-oriented work environment.
  • Ongoing training and professional development.
  • Opportunities for career advancement.
  • The opportunity to build lasting client relationships and make a meaningful impact.
  • A role where your insurance knowledge and client service skills are valued.
What You'll Do
As a Licensed Insurance Account Manager, you'll serve as a trusted point of contact for existing clients, providing proactive service and helping them navigate their insurance needs throughout the life of their policies.
Responsibilities
  • Manage and service a book of Personal Lines insurance accounts.
  • Build and maintain strong, long-term relationships with existing clients.
  • Respond to customer questions and service requests by phone, email, and in person.
  • Assist clients with policy changes, renewals, billing questions, claims support, and coverage updates.
  • Conduct proactive policy reviews to identify changing needs and potential coverage gaps.
  • Recommend appropriate insurance solutions based on each client's individual situation.
  • Identify account rounding and cross-selling opportunities that provide additional value and protection.
  • Educate clients on coverage options, policy features, discounts, and available products.
  • Follow up with customers to ensure satisfaction and strengthen retention.
  • Process policy transactions accurately and maintain complete, organized client records.
  • Coordinate with insurance carriers and internal team members to resolve client needs efficiently.
  • Identify opportunities for referrals and new business through strong client relationships and exceptional service.
  • Collaborate with the team to achieve agency service, retention, and growth goals.
What We're Looking For
Preferred Qualifications
  • Active Property & Casualty Insurance License required.
  • Previous insurance agency experience strongly preferred.
  • Experience managing and servicing Personal Lines accounts.
  • Experience with policy changes, renewals, endorsements, and customer service.
  • Life Insurance License is a plus or willingness to obtain.
  • Familiarity with agency management systems and insurance technology.

Who Thrives in This Role?
This position is perfect for a licensed insurance professional who enjoys helping people, solving problems, and becoming a trusted resource for clients. The most successful Account Managers understand that exceptional service is about more than simply answering questions—it's about proactively reviewing coverage, anticipating client needs, and making sure customers have the protection that's right for them.
Apply today and take the next step in your insurance career with Cha & Associates American Family Insurance in Madison, WI!

Flexible work from home options available.