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Insurance Account Jobs in Wisconsin (NOW HIRING)

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 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
Claims Account Specialist

Claims Account Specialist

Diversified Benefit Services

Hartland, WI • On-site

$23 - $25/hr

Full-time

Posted yesterday

Job description

Benefits Administration | Financial Accuracy | High-Volume Processing
If you have experience in Accounts Payable, Accounts Receivable, Payroll Processing, Banking Operations, HR, Employee Benefits, or Insurance Claims, your background aligns exceptionally well with this opportunity.
We are hiring a Claims Account Specialist to manage the day-to-day administration of pre-tax benefit plans for an assigned group of clients. This is a high-volume, detail-driven role where financial accuracy, process discipline, and service excellence are critical.
What You’ll Be Responsible For

  • Processing high volumes of benefit claims with precision
  • Issuing reimbursements and ensuring financial accuracy
  • Managing enrollments, eligibility updates, and payroll-related status changes
  • Administering FSA, HRA, ICHRA, HSA, and other customized benefit plans
  • Responding to client and participant inquiries professionally and efficiently
  • Implementing plan setups and processing plan changes
  • Maintaining compliance and documentation standards

Backgrounds That Translate Well to This Role
We strongly encourage candidates with experience in:

  • Accounts Payable (AP)
  • Accounts Receivable (AR)
  • Payroll processing
  • Banking or financial operations
  • Human Resources administration
  • Employee benefits administration
  • Insurance claims processing
  • TPA or carrier environments
If you’re accustomed to handling financial transactions, reviewing documentation for accuracy, meeting processing deadlines, and maintaining confidentiality — this role will feel familiar and rewarding.
What You Bring
  • Proven ability to deliver high-level customer service
  • Strong organizational skills with exceptional attention to detail
  • Analytical thinking and sound problem-solving ability
  • Basic math/accounting competency
  • Ability to multi-task effectively in a fast-paced environment
  • Professional communication and interpersonal skills
  • Flexibility and ability to shift priorities quickly
  • Proficiency in Microsoft Office 365, including Excel
  • Strong technical aptitude and ability to learn new systems

Why This Role Matters
Behind every processed claim is an employee relying on accurate, timely reimbursement. Your work directly impacts client satisfaction and participant experience.
If you thrive in structured, high-volume environments where accuracy and follow-through are non-negotiable — we’d like to connect.
Competitive pay $23-$25/hour and rich benefit offerings. Apply now, it’s quick and mobile-friendly https://diversifiedbenefitservices.applytojob.com/apply
 

If this role sounds like a fit, we'd love to hear from you. Apply now.

Diversified Benefit Services Terms and Conditions:
1. Diversified Benefits Services uses SMS in efforts to contact candidates in a timely manner in order to request more information or keep candidate informed regarding the status of their application.

2. You can cancel the SMS service at any time. Just text "STOP" to the short code. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at mprescott@dbsbenefits.com.
4. Carriers are not liable for delayed or undelivered messages.
5. As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive occasionally. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
6. If you have any questions regarding privacy, please read our privacy policy below.
Privacy Policy: We collect your mobile number and related opt-in data for the delivery of SMS messages. Your mobile opt-in data and consent will not be shared with third parties or affiliates for marketing or promotional purposes.


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