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Insurance Account Assistant Jobs in Pewaukee, WI

Accounts Payable Specialist

Milwaukee, WI · Hybrid

$21 - $26.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... general ledger account analysis for assigned accounts. Assist in preparing and gathering ... insurance. Work/Life Balance: Paid Time Off (PTO), Tuition Reimbursements. Ongoing training to ...

Accounts Payable Specialist

Milwaukee, WI · Hybrid

$21 - $26.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... general ledger account analysis for assigned accounts. Assist in preparing and gathering ... insurance. Work/Life Balance: Paid Time Off (PTO), Tuition Reimbursements. Ongoing training to ...

Accounts Payable Specialist

Watertown, WI · Hybrid

$20.25 - $26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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 ...

Accounts Payable Specialist

Watertown, WI · On-site

$20.25 - $26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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 ...

Accounts Payable Specialist

Milwaukee, WI · Hybrid

$21 - $26.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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 ...

Accounts Payable Specialist

Watertown, WI · Hybrid

$20.25 - $26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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 ...

Accounts Payable Specialist

Milwaukee, WI · Hybrid

$21 - $26.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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 ...

Account Manager

Menomonee Falls, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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 · ...

Account Manager

Menomonee Falls, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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 ...

Account Manager

Menomonee Falls, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... delivery • Assist with insurance approvals and accounts receivable follow-up • Support team members and take on additional projects as needed Requirements • Strong communication and ...

Showing results 41-60

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:

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 Associate - Towing

Robertson Ryan and Associates, Inc.

Waukesha, WI • On-site

Full-time

Posted 10 days ago


Job description

Commercial Lines Account Associate
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 & 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!
Commercial Lines Account Associate:
As a Commercial Lines Account Associate, you will support the service team by assisting with policy processing, endorsements, renewals, certificates of insurance, and other day-to-day account servicing functions. This role works closely with the Senior Account Manager, insurance carriers, and clients to help ensure accurate and timely policy administration while delivering exceptional customer service. This position will provide dedicated support to our Towing team, offering a unique opportunity to develop specialized knowledge within this dynamic and growing industry.
This position is an In-office position located in Waukesha WI.
This is an excellent opportunity for an individual with insurance experience who is eager to learn, develop their technical knowledge, and grow within a highly respected independent insurance agency. The ideal candidate will have a positive attitude, strong attention to detail, excellent problem-solving skills, and a willingness to ask questions and continuously learn. This role is perfect for someone who can catch on quickly and work in a fast-paced environment while staying organized.
Responsibilities of a Commercial Lines Account Associate:
  • Review and process policy endorsements accurately and efficiently.
  • Prepare, issue, and manage Certificates of Insurance (COIs).
  • Order, review, and document Motor Vehicle Reports (MVRs) as needed.
  • Assist with commercial policy renewals and renewal preparation.
  • Maintain accurate policy and client information within the agency management system.
  • Work closely with the Senior Account Manager and carriers to resolve policy-related issues.
  • Communicate with clients regarding policy changes, documentation, and service requests.
  • Ensure all required documentation is uploaded and maintained in accordance with agency standards and carrier requirements.
  • Develop and maintain productive working relationships with carrier partners and underwriters.
  • Assist with policy servicing activities and follow-up tasks to ensure timely completion.
  • Support special projects and additional administrative duties as assigned.

Requirements:
  • Minimum of 2+ years of insurance industry experience preferred.
  • Applied EPIC agency management system experience required.
  • Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.).
  • Demonstrate excellent oral and written communication skills.
  • Excellent organizational skills and strong problem-solving skills.
  • Ability to prioritize and handle multiple tasks independently.
  • Strong attention to detail and commitment to accuracy.
  • Demonstrated critical thinking skills and ability to work through complex situations effectively.
  • Positive attitude, team-oriented mindset, and willingness to learn and ask questions.
  • Exceptional customer service experience and skills.
  • Familiarity and experience working with carriers including Western National and Fremont.

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 po stings, our employees or any other part of our company.