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Insurance Account Assistant Jobs in Pewaukee, WI

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 Pewaukee, WI

Insurance Account Assistant information

See Pewaukee, WI salary details

$20.5K

$36.9K

$49.9K

How much do insurance account assistant jobs pay per year?

As of Jul 28, 2026, the average yearly pay for insurance account assistant in Pewaukee, WI is $36,914.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,400.00 and $43,500.00 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 Pewaukee, WI? The most popular types of Insurance Account jobs in Pewaukee, WI are:
What cities near Pewaukee, WI are hiring for Insurance Account Assistant jobs? Cities near Pewaukee, WI with the most Insurance Account Assistant job openings:
Insurance Account Assistant jobs near you
Infographic showing various Insurance Account Assistant job openings in Pewaukee, WI as of June 2026, with employment types broken down into 73% Full Time, 23% Part Time, and 4% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $36,914 per year, or $17.7 per hour.

Insurance Account Representative - State Farm Agent Team Member

Kevin Mitchell - State Farm Agent

Watertown, WI • On-site

$40K - $65K/yr

Full-time

PTO

Posted 2 days ago

Job description

Benefits:
  • Competitive salary
  • Flexible schedule
  • Paid time off
  • Tuition assistance
  • Opportunity for advancement

About Us:
With 40 years of experience at State Farm, our agency is proud to have helped multiple team members become licensed State Farm agents. We provide hands-on training and ongoing support to help you build a successful career in insurance.
Position Overview:
We are seeking a motivated Insurance Account Representative to join our team. No previous sales or insurance experience is required—just a positive attitude, strong work ethic, and eagerness to learn. This role offers a unique opportunity to grow within the company and eventually become a State Farm agent with our guidance.
Responsibilities:

  • Assist clients with insurance account management, policy inquiries, and claims support.
  • Deliver outstanding customer service and timely responses to client needs.
  • Maintain accurate client records and update account information.
  • Participate in training to learn insurance products and industry best practices.
  • Support team administrative tasks and collaborate with colleagues.
Qualifications:

  • No prior sales or insurance experience necessary.
  • Positive attitude and willingness to learn and develop new skills.
  • Strong work ethic and dedication to excellent customer service.
  • Good communication and interpersonal skills.
  • Basic computer proficiency.
  • Reliable, punctual, and a team-oriented mindset.
What We Offer:

  • Comprehensive training and mentorship from an experienced State Farm agent.
  • A supportive and growth-focused team environment.
  • Clear career path to become a licensed State Farm agent.
  • Competitive pay and benefits