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Insurance Associate Jobs in Milwaukee, WI (NOW HIRING)

TIER4 GROUP

Insurance Document Associate

Franklin, WI · On-site

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 ...

Tier4 Group

Insurance Document Associate

Franklin, WI · On-site

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 ...

BWO Insurance

Personal Insurance Advisor

Franklin, WI · On-site

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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All JobsInsurance Associate JobsInsurance Associate Jobs in Milwaukee, WI

Insurance Associate information

See Milwaukee, WI salary details

$25.6K

$66.1K

$142.4K

How much do insurance associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for insurance associate in Milwaukee, WI is $66,123.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,500.00 and $76,800.00 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 Milwaukee, WI?

The most popular types of Insurance jobs in Milwaukee, WI are:

What are popular job titles related to Insurance Associate jobs in Milwaukee, WI?

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

What job categories do people searching Insurance Associate jobs in Milwaukee, WI look for?

The top searched job categories for Insurance Associate jobs in Milwaukee, WI are:

What cities near Milwaukee, WI are hiring for Insurance Associate jobs?

Cities near Milwaukee, WI with the most Insurance Associate job openings:

Insurance Associate jobs near you
Infographic showing various Insurance Associate job openings in Milwaukee, WI as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $66,123 per year, or $31.8 per hour.

Insurance Document Associate

TIER4 GROUP

Franklin, WI • On-site

Full-time

Re-posted 6 days ago

Job description

Position: 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 integral part of a dynamic team responsible for the meticulous handling and processing of incoming mail to support designated business units. This role involves examining, categorizing, and redirecting mail as necessary, adhering strictly to established protocols. The position demands a commitment to accuracy, efficiency, and confidentiality.



You will examine incoming mail to ensure it has reached the accurate destination, re-routing any misdirected mail to the accurate area. Per established guidelines, you will be responsible for officially identifying/acknowledging receipt of all incoming mail. You will report information to the underwriter, verifying required information and complete associated forms, responsible for identifying when to raise problems/exceptions to the Team Leader or Manager. Additional responsibilities: receiving and slotting mail for distribution; sorting and delivering print-outs; FedEX sorting and distribution; assisting as needed with Electronic Document Conversion



Responsibilities:


Mail Handling and Distribution (30%):

Receive, sort, and distribute incoming mail, ensuring accurate routing and identification.

Verify and report information to underwriters, completing necessary forms.

Identify and escalate issues or exceptions to Team Leader or Manager.


Underwriting and Document Management (30%):

Review and analyze various insurance documents following detailed procedures.

Prioritize high-priority documents for underwriting and claims.

Ensure correct processing and routing of documents according to guidelines.


Manual Indexing, Quality Assurance, and Fax Processing (40%):

Analyze and review auto-classified/indexed documents for accuracy.

Verify document classification, policy numbers, and insured names.

Review and process underwriting and claims faxes efficiently.


Document Scanning, Support Services, and Testing (15%):

Accurately scan and maintain high-quality document images.

Troubleshoot scanning errors and quality issues.

Perform support services and testing for document classification.



Miscellaneous Duties (15%):


Manage document maintenance and shipping to the Records Center.

Handle opening applications, DI Benefits, and post-approval pouch mail.

Respond to inquiries and perform LAN monitoring as required.



Requirements:


High school diploma or equivalent required.

1-2 years of prior mail handling or customer service experience.

Strong organizational skills and ability to prioritize tasks under deadlines.

Proficient in basic PC operations; ability to work independently within established protocols.

Excellent team player with confidentiality and multitasking abilities.

Capability to lift 15-20lbs consistently.

Non-registered fingerprinting is required.

Perks:


Onsite position in Franklin, WI.

Free daily lunches.

Competitive Rates