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Insurance Assistant Account Manager Jobs in Wisconsin

Acrisure

Benefits Account Manager

New Berlin, WI

Manages the overall team operations, client coordination, and customer service delivery. This ... services, insurance processing and customer experience to develop, coach, and assist Account ...

Acrisure

Benefits Account Manager

New Berlin, WI · On-site

Manages the overall team operations, client coordination, and customer service delivery. This ... services, insurance processing and customer experience to develop, coach, and assist Account ...

Easton Motors

Collections Account Manager

Portage, WI · On-site

$21 - $23/hr

Conducts correspondence daily that might include following insurance information, guest disputes ... Provide training and development for Assistant Account Collections Specialists. * Manage multiple ...

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All JobsInsurance Assistant Account Manager JobsInsurance Assistant Account Manager Jobs in Wisconsin

Insurance Assistant Account Manager information

See Wisconsin salary details

$25.8K

$46.8K

$65.4K

How much do insurance assistant account manager jobs pay per year?

As of Jun 10, 2026, the average yearly pay for insurance assistant account manager in Wisconsin is $46,827.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $54,600.00 per year, depending on experience, location, and employer.

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

To thrive as an Insurance Assistant Account Manager, you need strong organizational skills, attention to detail, and a background in insurance or business administration, often supported by relevant coursework or an associate degree. Proficiency in insurance management systems, CRM software, and Microsoft Office is typically required, and some employers may prefer candidates with insurance-specific certifications like the AINS. Excellent communication, problem-solving abilities, and a customer-focused mindset help build client relationships and support team collaboration. These skills ensure efficient policy administration, high client satisfaction, and smooth support for account managers in a fast-paced insurance environment.

What is the difference between Insurance Assistant Account Manager vs Insurance Account Executive?

AspectInsurance Assistant Account ManagerInsurance Account Executive
CredentialsInsurance licenses, basic industry certificationsInsurance licenses, advanced certifications often preferred
Work EnvironmentOffice-based, supporting account management teamsOffice or client-facing, focusing on client acquisition and retention
Employer & Industry UsageInsurance agencies, brokerages, carriersInsurance agencies, brokerages, corporate clients
Search & Comparison IntentUnderstanding support roles in insurance account managementRoles involving client relationship management and sales

The Insurance Assistant Account Manager primarily supports account management teams with administrative tasks and client support, while the Insurance Account Executive focuses on acquiring new clients and managing relationships. Both roles require insurance licenses and industry knowledge, but the Account Executive typically has a sales-oriented focus. Understanding these differences helps job seekers and employers find the right fit within the insurance industry.

What are Insurance Assistant Account Managers?

Insurance Assistant Account Managers are professionals who support account managers and insurance agents in managing client accounts. They handle administrative tasks such as processing policy renewals, preparing quotes, assisting with claims, and maintaining client records. Their role is crucial in ensuring smooth communication between clients, insurance carriers, and the agency. By providing efficient support, they help deliver excellent customer service and contribute to the overall success of the insurance team.

What are some typical challenges Insurance Assistant Account Managers face when supporting account managers and clients?

Insurance Assistant Account Managers often juggle multiple client accounts and deadlines, which can make time management and organization crucial skills. They may encounter challenges such as ensuring all policy documents are accurate, responding promptly to client inquiries, and coordinating between clients, insurance carriers, and account managers. Additionally, they need to stay updated on changing insurance regulations and product offerings to provide accurate information. Building strong relationships with clients and internal teams is key to overcoming these challenges and ensuring smooth account operations.
What are popular job titles related to Insurance Assistant Account Manager jobs in Wisconsin? For Insurance Assistant Account Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Insurance Assistant Account Manager jobs in Wisconsin look for? The top searched job categories for Insurance Assistant Account Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Insurance Assistant Account Manager jobs? Cities in Wisconsin with the most Insurance Assistant Account Manager job openings:
Insurance Assistant Account Manager jobs near you
Assistant Account Manager (Insurance)

Assistant Account Manager (Insurance)

Understory

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Life, PTO

Posted 26 days ago

Job description

Understory is seeking a motivated Assistant Account Manager to join our Madison, WI team. In this pivotal role, you will assist our Customer Success, Sales, and Underwriting team as we rapidly attain new accounts, strengthen senior-level relationships, and drive revenue through renewals.
As an Associate Account Manager at Understory, you'll be critical in supporting our Account Managers' efforts to expand our relationships with distinguished clientele. Your role will go beyond traditional client service functions because customer success at Understory is about being the voice of our clients and brokerage partners within our organization.
You're exactly the professional we're looking for if you:
  • Thrive in a supportive but independent workplace with the opportunity to grow as our organization grows
  • Have experience in insurance and working with brokers and insureds, and want to leverage your skills to build your career
  • Are willing to work a Hybrid schedule (2-3 days per week in office) at our Madison, WI headquarters
  • Have a P&C license
  • Have a track record of delivering accurate, on-time projects or document-related deliverables
  • Exhibit exceptional communication skills, both written and verbal, along with a detail-oriented approach that ensures every client interaction is handled with precision
  • Demonstrate flexibility and adaptability in dynamic, ever-changing environments and show readiness to pivot as client needs and priorities shift
  • Are proactive, solution-oriented, and adept at managing multiple priorities without becoming overwhelmed-drawing on strong organizational and time-management skills to maintain momentum and meet deadlines
  • Are exceptional at maintaining clear, consistent documentation across all customer touchpoints
Your main role responsibilities will include:
  • Leveraging a detail-oriented approach to ensure accurate, timely client document and resource development
  • Cultivating and maintaining strong relationships with our Account Managers and clients alike
  • Collaborating seamlessly with the sales and underwriting teams to deliver superior service
  • Providing regular updates and feedback to internal teams to drive product and service enhancements
  • Coordinating and ensuring complete resolution documentation of client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care
  • Supporting our Account Managers' regularly client and broker partner review meetings by sourcing, analyzing, calculating, collating, and updating performance metrics
Compensation includes:
  • Base salary and annual bonus commensurate with experience
  • Full-time benefits include:
    • 100% of you and your eligible dependents medical, dental, and vision insurance premium
    • 100% of your premium for a $25,000 life coverage policy
    • Group Term Life, AD&D, Short Term Disability (STD), and Long-Term Disability (LTD) coverage
    • Unlimited PTO

Step into a pivotal role at Understory as an Assistant Account Manager and champion a client-first culture. We're eager to welcome you to our team and enhance our client journey together!
About Understory
Understory is a leading provider of insurance solutions built for the era of climate change. The company's global network of Dot weather stations powers the world's most sophisticated weather risk model. By combining mutualized, optimized risk structures with precision weather technology and modeling, Understory develops affordable, stable property insurance solutions.
Traditional insurance is no longer fit for purpose. Natural catastrophes driven by the volatility of climate change are increasing rates and restricting coverage. Insurance and reinsurance companies are pulling out and leaving 76% of global assets unprotected. Transformation is inevitable, and it's coming to the global insurance market. Understory cracked the code, and our approach is the only way to close this gap.
Comprising a compact yet fiercely dedicated & passionate remote team, Understory is a mission-centric, results-driven start-up that thrives on relentless adaptability and resilience. We cherish accountability and push the limits at breakneck speeds, always backed by the unwavering support of our colleagues. To sustain our drive, we place significant emphasis on work-life harmony, nurturing our families, and fostering our communities.
Understory, headquartered in Madison, Wisconsin, is poised to rewrite the story of insurance. To embark on this exciting journey with us, visit www.understoryweather.com.

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