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Insurance Account Jobs in Wisconsin (NOW HIRING)

1moh

Account Manager

Chippewa Falls, WI

$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 ...

Dentaquest

Account Representative

Mequon, WI · On-site

Related College Degree preferred . * 2 - 4 years business experience in healthcare, insurance, account management or sales preferred . * Experience in sales negotiation preferred . * Excellent Oral ...

BWO Insurance

Personal Insurance Advisor

Franklin, WI · On-site

This role focuses on preferred Home, Auto, and Umbrella personal lines accounts and emphasizes comprehensive insurance solutions -- combining proper coverage, value, compliance, and superior service.

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Insurance Account information

What careers are there in insurance?

Careers in insurance include roles such as insurance agent, underwriter, claims adjuster, actuary, broker, and risk analyst. These positions often require strong communication, analytical skills, and industry-specific certifications or licenses. The insurance industry offers opportunities in sales, underwriting, claims processing, and risk management across various companies and agencies.

What are the key skills and qualifications needed to thrive as an insurance account manager?

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 is an insurance account?

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:
What are popular job titles related to Insurance Account jobs in Wisconsin? For Insurance Account jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Insurance Account jobs in Wisconsin look for? The top searched job categories for Insurance Account jobs in Wisconsin are:
Insurance Account jobs near you
Infographic showing various Insurance Account job openings in Wisconsin as of August 2026, with employment types broken down into 95% Full Time, and 5% Contract. Highlights an 90% In-person, 5% Hybrid, and 5% Remote job distribution.

Insurance Account Representative - State Farm Agent Team Member

Chris Lemay - State Farm Agent

Baldwin, WI • On-site

$50K - $75K/yr

Full-time

Retirement, PTO

Re-posted 5 days ago

Job description

Benefits:
  • Base Salary Plus Commission
  • Licensing Fee Reimbursement
  • Simple IRA
  • Paid time off

Account Representative (Sales) — Chris LeMay State Farm Agency

As an Account Representative for Chris LeMay – State Farm Agent, your mission is simple: drive new business with needs-based conversations. You’ll prospect, quote, and close—turning leads into customers and customers into long-term relationships through proactive outreach and smart coverage recommendations.
If you’re motivated by results, enjoy talking to people, and want a role where performance directly impacts growth, we want to meet you.
Responsibilities (Growth Focus)
  • Generate new business through outbound calling, texting, emailing, personal connections and follow-up with prospects and leads.
  • Build a consistent pipeline by working lead lists, re-engaging past quotes, and creating referral opportunities.
  • Convert opportunities into bound policies by conducting needs-based conversations, presenting options, and confidently asking for the sale.
  • Execute local growth initiatives (campaigns, community outreach, referral programs) to expand agency reach.
  • Track sales activity and results to stay on pace for growth goals (quotes, conversations, conversions, and premium growth).
What Success Looks Like
  • Hitting/exceeding new business and premium growth targets
  • Strong quote-to-bind conversion and consistent follow-up
  • A healthy, growing pipeline and steady referral generation
Qualifications
  • Strong communication and interpersonal skills; comfortable initiating conversations
  • Sales-driven, persistent, and goal-oriented (“hunter” mindset)
  • Organized and able to manage multiple opportunities at once
  • Customer service or sales experience preferred (insurance experience a plus)

Flexible work from home options available.