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Insurance Associate Jobs in Wisconsin (NOW HIRING)

Insurance Document Associate (Onsite - 1-year contract) Location: Franklin, WI Onsite Free Daily Lunch Company: Fortune 500 client Job Summary: As an Insurance Document Associate, you'll be an ...

Insurance Document Associate (Onsite - 1-year contract) Location: Franklin, WI Onsite Free Daily Lunch Company: Fortune 500 client Job Summary: As an Insurance Document Associate, you'll be an ...

Insurance Document Associate Location: Franklin, WI Type: Monday-Friday, 7:00am-3:30pm (Onsite) Duration: ASAP - 8/11/2027 Perks: Competitive Rates, Benefits, free daily lunch when onsite We are ...

High school diploma or equivalent (Associate's or Bachelor's degree preferred). * Valid Wisconsin Property and Casualty Insurance License required. * Minimum 3 years of recent experience in Personal ...

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Insurance Associate information

See Wisconsin salary details

$26.2K

$67.7K

$145.9K

How much do insurance associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for insurance associate in Wisconsin is $67,741.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,300.00 and $78,700.00 per year, depending on experience, location, and employer.

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

To thrive as an Insurance Associate, you need a solid understanding of insurance products, policy administration, and basic financial principles, typically backed by a relevant degree or prior experience in insurance or customer service. Familiarity with insurance management software, CRM systems, and sometimes state insurance licensing is often required. Strong interpersonal communication, attention to detail, and problem-solving skills help you excel in client interactions and policy management. These skills ensure accurate policy processing, regulatory compliance, and high-quality customer service in a competitive industry.

What are some common challenges insurance associates face when assisting clients, and how can these be managed effectively?

Insurance Associates often encounter challenges such as explaining complex policy details to clients, managing a high volume of inquiries, and keeping up with frequent regulatory changes. To manage these, it's helpful to develop strong communication and organizational skills, stay updated through ongoing training, and use digital tools provided by the agency. Collaborating closely with underwriters, claims adjusters, and senior agents can also provide valuable support and insights for handling client needs efficiently.

What is the difference between Insurance Associate vs Insurance Agent?

AspectInsurance AssociateInsurance Agent
CertificationsTypically requires licensing and insurance-related certificationsRequires licensing; may need additional state-specific licenses
Work EnvironmentOffice-based, supporting insurance sales and customer serviceField-based, meeting clients and selling policies
Employer & Industry UsageCommon in insurance companies and agencies for support rolesIndependent or agency-based sales roles in insurance industry
Primary FocusSupporting insurance operations, customer service, and policy processingSelling insurance policies and acquiring new clients

Insurance Associates typically support insurance operations and customer service within companies, requiring relevant licenses. Insurance Agents focus on selling policies directly to clients and often work in the field. Both roles require licensing, but their primary functions and work environments differ.

What is the role of an insurance associate?

An insurance associate assists clients with insurance policies, provides quotes, processes claims, and explains coverage options. They often work in insurance agencies or companies, requiring strong communication skills and knowledge of insurance products.

What are the most commonly searched types of Insurance jobs in Wisconsin?

The most popular types of Insurance jobs in Wisconsin are:

What are popular job titles related to Insurance Associate jobs in Wisconsin?

For Insurance Associate jobs in Wisconsin, the most frequently searched job titles are:

What cities in Wisconsin are hiring for Insurance Associate jobs?

Cities in Wisconsin with the most Insurance Associate job openings:

Infographic showing various Insurance Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $67,741 per year, or $32.6 per hour.

Insurance Document Associate

MARS Solutions Group

Franklin, WI • On-site

$14 - $15/hr

Contractor

Re-posted 26 days ago


Job description

Insurance Document Associate (Mailroom Clerk/CSR)

Franklin, Wisconsin

Shift: 7AM to 3:30 PM

$15 an hour on W2 without benefits

Job Description:

As an Insurance Document Associate, you will support the processing and distribution of incoming mail and documents for underwriting and claims departments. Your responsibilities include reviewing and classifying various insurance documents, ensuring accurate routing, identifying exceptions, and preparing documents for scanning and indexing. You’ll handle sensitive information with discretion and must maintain high accuracy in a fast-paced environment.

Key Responsibilities:

  • Document Review & Classification (30%)
    • Analyze and audit underwriting and claims documents across all product lines.
    • Identify misrouted forms and route appropriately.
    • Prepare and classify documents for scanning using job aids and ID sheets.
    • Handle premium and 1035 checks in accordance with guidelines.
  • Manual Indexing, QA, and Fax Processing (40%)
    • Review system-identified documents for accuracy; correct misclassifications.
    • Manually index unidentified documents.
    • Process and classify incoming faxes; ensure documents are legible and properly ordered.
  • Scanning & Support Services (15%)
    • Accurately scan documents, perform maintenance on scanners, and troubleshoot issues.
    • Investigate unidentifiable mail and support rescanning or testing as needed.
  • Miscellaneous Duties (15%)
    • Mail pouch opening, LAN monitoring, and shipment to Records Center.
    • Handle inquiries related to document retrievals and rescans.

Qualifications:

  • High school diploma or equivalent.
  • 1–2 years of experience in mail handling or customer service.
  • Strong organizational and multitasking skills.
  • High accuracy and attention to detail.
  • Basic PC skills; ability to use multiple systems.
  • Ability to work independently and collaboratively in a team.
  • Able to consistently lift 15–20 lbs.
  • Must handle confidential information with discretion.
  • Non-registered, fingerprinted role.