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Insurance Account Assistant Jobs in Milwaukee, WI

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Insurance Account Assistant information

See Milwaukee, WI salary details

$20.6K

$37.1K

$50.1K

How much do insurance account assistant jobs pay per year?

As of Aug 9, 2026, the average yearly pay for insurance account assistant in Milwaukee, WI is $37,069.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,500.00 and $43,700.00 per year, depending on experience, location, and employer.

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.

Is being an insurance account assistant hard?

The role of an insurance account assistant involves administrative tasks, customer service, and data entry, which can be straightforward but may require attention to detail and multitasking. The job typically involves working with insurance policies, using office software, and adhering to deadlines, making it moderately challenging depending on workload and experience. Developing strong organizational and communication skills can help manage the job's demands effectively.

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 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 between $35,000 and $50,000 annually, depending on experience, location, and the size of the employer. Entry-level positions may start lower, while experienced assistants or those in larger firms can earn higher salaries. They often work standard business hours and may need basic knowledge of insurance policies and customer service skills.

What does an insurance account assistant do?

An insurance account assistant supports insurance agents and brokers by managing client accounts, processing policy applications, updating records, and handling customer inquiries. They often use insurance software and need strong organizational and communication skills to ensure accurate and efficient account management. The role may require familiarity with insurance policies and attention to detail.

What does an entry level insurance account assistant do?

An entry-level insurance account assistant supports insurance agents and brokers by handling administrative tasks such as processing policies, maintaining client records, and preparing documentation. They often use insurance software and need strong organizational skills to ensure accurate and efficient account management.
What are the most commonly searched types of Insurance Account jobs in Milwaukee, WI? The most popular types of Insurance Account jobs in Milwaukee, WI are:
What are popular job titles related to Insurance Account Assistant jobs in Milwaukee, WI? For Insurance Account Assistant jobs in Milwaukee, WI, the most frequently searched job titles are:
What cities near Milwaukee, WI are hiring for Insurance Account Assistant jobs? Cities near Milwaukee, WI with the most Insurance Account Assistant job openings:
Infographic showing various Insurance Account Assistant job openings in Milwaukee, WI as of July 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $37,166 per year, or $17.9 per hour.

Account Representative - State Farm Agent Team Member

State Farm

Franklin, WI • On-site

$50K - $70K/yr

Full-time

Retirement, PTO

Re-posted 6 days ago


State Farm rating

7.4

Company rating: 7.4 out of 10

Based on 1,545 frontline employees who took The Breakroom Quiz

225th of 304 rated insurance


Job description

Responsive recruiter
Benefits:
  • 401(k)
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Tuition assistance

ROLE DESCRIPTION:As Account Representative - State Farm Agent Team Member for Mike Bafus - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
  • Provide information about insurance products and services.
  • Assist customers with policy applications and renewals.
  • Handle customer inquiries and provide timely responses.
  • Maintain accurate records of customer interactions.

QUALIFICATIONS:
  • Communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Experience in customer service or sales preferred.
  • Current Wisconsin Property & Casualty Insurance Licenses or ability to obtain them

Compensation: $50,000.00 - $70,000.00 per year
Do you want a career and not just a job?
We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity. Come work with an energetic, fun team at Mike Bafus - State Farm Agent!
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters Insurance.
  • Our office is located in Greenfield, WI .
  • We currently have 3 team members at our agency.

If you want a career, not a job, then we encourage you to apply
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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