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Insurance Account Jobs in Wisconsin (NOW HIRING)

BWO Insurance

Account Executive

Oak Creek, WI · On-site

Insurance Account Executive As an Insurance Account Executive , you'll serve as a trusted advisor ... and the primary point of contact for clients seeking personal or commercial insurance solutions. In ...

APR

Personal Lines Account Manager | CSR

La Crosse, WI · On-site

$60K - $80K/yr

Insurance Job: Personal Lines Account Manager | CSR Insurance Agency Location: La Crosse, WI Salary: $60k-$80k + Benefits Independent insurance agency is seeking a licensed personal lines account ...

APR

Personal Lines Account Manager | Remote

Eden, WI · Remote

$60 - $80K/hr

The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle ...

1moh

Account Manager

Chippewa Falls, WI · On-site

$25/hr

Account Manager Job Summary The Account Manager serves as a trusted partner to clients, ensuring their insurance needs are met with accuracy, care, and responsiveness. This role supports client ...

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Insurance Account information

What are the key skills and qualifications needed to thrive as an Insurance Account Manager, and why are they important?

To thrive as an Insurance Account Manager, you need strong knowledge of insurance products, policy underwriting, and account management, often supported by a relevant degree or insurance certification. Familiarity with customer relationship management (CRM) software, quoting systems, and industry-specific platforms is typically required. Excellent communication, negotiation, and problem-solving skills help build client trust and resolve issues efficiently. These competencies are vital for retaining clients, expanding accounts, and ensuring compliance in a competitive insurance market.

What is the difference between Insurance Account and Insurance Agent?

AspectInsurance AccountInsurance Agent
CredentialsTypically requires licensing and sometimes certification depending on stateRequires licensing and certification to sell insurance products
Work EnvironmentOffice-based, handling client accounts and policy managementFieldwork and client meetings, selling policies
Employer & Industry UsageInsurance companies, brokerages, financial institutionsInsurance agencies, brokerages, independent agents
Primary RoleManaging existing client accounts, policy servicingSelling new insurance policies, acquiring clients

Insurance Account professionals focus on managing and servicing existing insurance policies within companies or brokerages, ensuring client satisfaction. Insurance Agents primarily sell insurance policies and acquire new clients. While both roles require licensing, their daily tasks and responsibilities differ significantly.

What are some common challenges faced by Insurance Account Managers and how can they be addressed?

Insurance Account Managers often juggle multiple clients with diverse needs, which can lead to conflicting priorities and tight deadlines. Building strong organizational skills and maintaining clear communication with both clients and internal teams can help manage these challenges effectively. Staying updated on industry regulations and product offerings is also crucial to provide accurate advice. Regularly collaborating with underwriters, claims specialists, and sales teams ensures smooth policy management and helps deliver exceptional client service.

What are Insurance Accounts?

Insurance accounts refer to the portfolios or records managed by insurance professionals that track the policies, premiums, claims, and client information for individuals or businesses. These accounts are essential for organizing customer data, ensuring coverage is up-to-date, processing renewals, and handling claims. Insurance account managers or representatives play a key role in maintaining client relationships and ensuring their insurance needs are met efficiently.
What are the most commonly searched types of Insurance Account jobs in Wisconsin? The most popular types of Insurance Account jobs in Wisconsin are:
Insurance Account jobs near you
Licensed Insurance Account Manager

Licensed Insurance Account Manager

Mauck Insurance Agency, Inc

Niagara, WI • On-site

$40K - $50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Welcome to Mauck Insurance Agency, Inc., a trusted part of the Niagara, Wisconsin community for years. As a local independent agency, we take pride in building long-term relationships and providing personalized insurance solutions backed by exceptional service.

We are looking for a Licensed Insurance Account Manager to join our growing team. In this role, youll work closely with clients to help manage their personal insurance needs, including policy servicing, coverage reviews, renewals, and account support. Were seeking someone who is organized, client-focused, and confident building strong relationships while delivering a high level of professionalism and care.

If youre an experienced insurance professional looking for a supportive team environment and a long-term opportunity to grow, apply today!


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Retirement Plan

Advancement Opportunities

Long-Term Career Growth

Mentorship with Established Agent

Paid Continuing Education

Licensing Assistance

Ongoing Training Seminars

Team Building Activities

Work-Life Balance

Mon-Fri Schedule

Weekends Off


Responsibilities
  • Manage a portfolio of personal lines insurance accounts, ensuring client retention and satisfaction.
  • Assist clients with policy changes, renewals, billing questions, claims support, and coverage reviews
  • Identify coverage needs and recommend appropriate insurance solutions
  • Build strong client relationships through proactive communication and exceptional service
  • Maintain accurate client records and policy documentation
  • Collaborate with the agency team to support retention and overall client satisfaction

Requirements
  • Active Wisconsin Property & Casualty License preferred (licensing assistance available for the right candidate)
  • 2+ years of insurance agency or personal lines experience preferred
  • Strong communication, relationship-building, and organizational skills
  • Ability to manage multiple client accounts while delivering excellent customer service
  • Comfortable discussing coverage options, policy changes, renewals, and billing questions
  • Proficiency with agency management systems and standard computer applications