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

BWO Insurance

Account Executive

Oak Creek, WI · On-site

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 ...

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

Insurance Account Assistant information

See Mequon, WI salary details

$18.6K

$33.5K

$45.3K

How much do insurance account assistant jobs pay per year?

As of Jul 29, 2026, the average yearly pay for insurance account assistant in Mequon, WI is $33,493.00, according to ZipRecruiter salary data. Most workers in this role earn between $26,600.00 and $39,500.00 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 Mequon, WI? The most popular types of Insurance Account jobs in Mequon, WI are:
What cities near Mequon, WI are hiring for Insurance Account Assistant jobs? Cities near Mequon, WI with the most Insurance Account Assistant job openings:
Insurance Account Assistant jobs near you
Infographic showing various Insurance Account Assistant job openings in Mequon, WI as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $33,493 per year, or $16.1 per hour.

Account Executive

BWO Insurance

Oak Creek, WI • On-site

Full-time

Re-posted 8 hours ago

Job description

About Us:
Join our dedicated team at BWO Insurance Group, a trusted cornerstone in the independent insurance agency sector since 1985. We take pride in building long-lasting client relationships and delivering personalized service rooted in integrity and care. Our team provides comprehensive insurance solutions to individuals, families, and businesses throughout our community.
Job Summary: Insurance Account Executive
As an Insurance Account Executive, you’ll serve as a trusted advisor and the primary point of contact for clients seeking personal or commercial insurance solutions. In this role, you will manage client relationships, handle inquiries, process policy changes, and assist with policy selection, renewals, and claims.
With your expertise in either personal or commercial lines, you’ll deliver tailored guidance that enhances client satisfaction and retention. Beyond maintaining existing accounts, you’ll also have the opportunity to develop referral strategies and grow your own book of business. This position is ideal for someone who thrives on relationship building and enjoys helping clients protect what matters most.
Key Responsibilities:
  • 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 clients with policy changes, renewals, and claims processing.
  • Educate clients on coverage options to ensure informed decisions.
  • Maintain accurate, detailed client records and documentation.
  • Collaborate with underwriters and carriers to secure optimal coverage.
  • Monitor client accounts for timely renewals and payments.
  • Build and sustain strong relationships to promote long-term client loyalty.
  • Stay current with industry trends, products, and best practices.
Qualifications:
  • Proven experience as an Account Manager or in a similar client service role within the insurance industry.
  • Solid knowledge of personal or commercial lines insurance products (e.g., auto, home, renters, business).
  • Strong communication, interpersonal, and relationship management skills.
  • Excellent organizational skills and the ability to manage multiple priorities.
  • Proficiency in insurance software and the Microsoft Office Suite.
  • Ability to work both independently and collaboratively.
  • Property & Casualty Insurance License preferred.
Desired Attributes:
  • Detail-oriented with a high degree of accuracy.
  • Proactive, resourceful, and solution-focused.
  • Passionate about providing exceptional client service.
  • Upholds strong ethical standards and integrity in all interactions.
Why Join Us?
  • Supportive, team-oriented work environment.
  • Property & Casualty licensing support and reimbursement.
  • Opportunities for professional development and career growth.
  • Competitive compensation and benefits package.
  • Commitment to maintaining work-life balance.
  • Access to an on-site workout facility.
We’re looking for a motivated, service-minded professional who takes pride in helping clients and values collaboration. If you’re a proactive communicator who thrives in a dynamic and supportive environment, we encourage you to apply and grow with BWO Insurance Group.