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

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Accounts Payable Specialist

Milwaukee, WI · Hybrid

$21 - $26.75/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 ...

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 ...

Serve You Rx

Clinical Account Executive

Milwaukee, WI · On-site

Lead efforts in upselling clinical programs. * Assist in renewal and finalist presentations. * Lead ... Maintain a valid driver's license and personal insurance liability coverage, as required. Why Serve ...

SERVE YOU RX

Clinical Account Executive

Milwaukee, WI · Remote

Lead efforts in upselling clinical programs. Assist in renewal and finalist presentations. * Lead ... Maintain a valid driver's license and personal insurance liability coverage, as required. Why Serve ...

Acrisure

Benefits Account Manager

New Berlin, WI · On-site

Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members. * Assists Producers and ...

Acrisure

Benefits Account Manager

New Berlin, WI

Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members. * Assists Producers and ...

Silgan

Customer Account Specialist

Brookfield, WI · On-site

Silgan Containers seeks a Customer Account Specialist to assist with customer inquiries and service ... Medical, dental, vision, life, and disability insurance. * Additional benefits such as pet ...

broadhead operating llc

Account Coordinator

Delafield, WI · On-site

$50K/yr

Your ambitious attitude will have team members seeking you out to assist with account support. You ... insurance. We are a hybrid work company (each week will be a combination of in-person and remote ...

Silgan

Customer Account Specialist

Brookfield, WI · On-site

Silgan Containers seeks a Customer Account Specialist to assist with customer inquiries and service ... Medical, dental, vision, life, and disability insurance. * Additional benefits such as pet ...

Serve You Rx

Clinical Account Executive

Milwaukee, WI · On-site

Lead efforts in upselling clinical programs. Assist in renewal and finalist presentations. * Lead ... Maintain a valid driver's license and personal insurance liability coverage, as required. Why Serve ...

Easton Motors

Collections Account Manager

Milwaukee, WI · On-site

$21 - $23/hr

Conducts correspondence daily that might include following insurance information, guest disputes ... Provide training and development for Assistant Account Collections Specialists. * Manage multiple ...

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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 Aug 20, 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 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 Mequon, WI?

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

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

The top searched job categories for Insurance Account Assistant 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 August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 24% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $33,493 per year, or $16.1 per hour.

Account Manager - Personal Lines (Hartford, WI)

Robertson Ryan Insurance

Hartford, WI • On-site

$49K - $66K/yr

Full-time

Re-posted 29 days ago

Robertson Ryan Insurance rating

8.7

Company rating: 8.7 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

70th of 310 rated insurance

Job description

Recognized nationally as a Top Workplace and Top 100 US Insurance Agency!

Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property amp; Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It’s an exciting time to join our growing firm!

This role is in-person located in Hartford, WI.

Personal Lines Account Manager Summary:

The Personal Lines Account Manager will be responsible for handling accounts from the first point of contact, by collecting information through binding, and servicing the accounts. Must have excellent communication skills, be detail-oriented, have the ability to multi-task, and have strong problem-solving skills. It is important to provide professional and courteous service to our clients, carrier representatives, Underwriters, and colleagues, that meets or exceeds expectations.

Major Responsibilities:

  • Communicate and identify opportunities to promote and enhance coverage based on the client’s needs.
  • Handle customer service and items relating to coverages, claims, certificates and accounting/billing. Provide billing support to customers.
  • Understand complex exposures including specialty product lines.
  • Organize and prioritize workflows for assigned book(s) of business.
  • Distribute quotes to prospective customers and current customers with follow up to answer questions.
  • Prepare applications, proposals and marketing items for existing and new business.
  • Bind all personal lines business including sending all documents and completing e-signatures.
  • Maintain accuracy in agency management system, quoting system, and carrier systems. Input data into appropriate software for vendors/carriers/clients within required timeframe.
  • Assist clients with making coverage changes and complete all service requests for clients.
  • Ensure that client issues are efficiently handled with resolution. Establish and preserve a solid business rapport with clients.
  • Additional office projects, as needed.

Requirements:

  • Experience handling Personal Lines Insurance, minimum 3-5 years (Required) - understanding state insurance laws, licensing requirements, and ethical standards governing insurance transactions.
  • Must be willing to learn the insurance industry technology management systems.
  • Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.).
  • Previous experience managing own book of business.
  • Communication Skills: Effective communication skills, both verbal and written, are required for Personal Lines Account Managers to interact with clients, producers, and company personnel.
  • Ability to prioritize and handle multiple tasks independently.
  • Current Property amp; Casualty Insurance License (Required).
  • Applied Epic experience (Preferred).

EEO/AA Statement: Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Attention to all Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.

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