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Insurance Account Assistant Jobs in Pewaukee, WI

StorageMart

Assistant Manager - Cudahy, WI

Cudahy, WI · On-site

$18/hr

Manage Accounts: Handle customer accounts, assist with account setup, and oversee general ... A valid driver's license, valid insurance, and vehicle (mileage reimbursed for travel between ...

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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 Aug 18, 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 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 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.

Account Representative - State Farm Agent Team Member

Jon Fernandez - State Farm Agent

Milwaukee, WI • Remote

$60K - $110K/yr

Full-time

Medical, PTO

Re-posted 27 days ago

Job description

Benefits:
  • Licensing bonus
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
Our office has been proudly serving the community for 20 years, and we continue to grow! We currently have a team of 13 dedicated professionals who work together to achieve success while supporting one another.
We believe in rewarding hard work and offer various bonuses throughout the year. When we hit our goals, team members earn extra time off, and we recognize top performers with monthly prizes. If we are named Agency of the Month twice, we celebrate with a team outing—past activities have included bowling, axe throwing, and karting. Last year, we earned this recognition 9 out of 12 months!
Flexibility is a priority - we understand that work-life balance is key to long-term success. When bringing on a new team member, we focus on how they can contribute to our team’s success and, just as importantly, how we can help them thrive. Teamwork is essential in this fast-paced industry, and we are committed to building a supportive and engaging work environment.
ROLE DESCRIPTION:
As Account Representative - State Farm Agent Team Member for Jon Fernandez - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client 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 clients with policy applications and renewals.
  • Maintain accurate records of client interactions.
  • Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
QUALIFICATIONS:
  • Must be currently licensed (Property/Casualty, Life/Health)
  • Prior State Farm experience highly preferred.
  • Strong communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Bilingual Spanish highly preferred.
  • Seeking candidates in the Midwest or Southern US.

This is a remote position.