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Insurance Client Services Jobs in Madison, WI (NOW HIRING)

Home Instead - Madison

Client Care Advisor

Madison, WI · On-site

This position is ideal for a compassionate, service-oriented professional with strong interpersonal ... Benefits including Health, Dental, Vision, & Life Insurance * 401k with company match * Paid ...

Home Instead - Madison

Client Care Advisor

Madison, WI · On-site

This position is ideal for a compassionate, service-oriented professional with strong interpersonal ... Benefits including Health, Dental, Vision, & Life Insurance * 401k with company match * Paid ...

Home Instead - Madison

Client Care Advisor

Madison, WI · On-site

This position is ideal for a compassionate, service-oriented professional with strong interpersonal ... Benefits including Health, Dental, Vision, & Life Insurance * 401k with company match * Paid ...

Gallagher

Client Service Manager

Middleton, WI · On-site

You'll also help secure existing business, explore opportunities for additional services, and ... Preferred : Previous insurance knowledge and experience managing client relationships. Solid ...

Bank of Montreal

Client Service Analyst

Madison, WI · On-site

$41K - $77K/yr

Services relationships in the assigned portfolio to ensure an exceptional client experience ... BMO also offers health insurance, tuition reimbursement, accident and life insurance, and ...

Compeer Financial

Lending Client Coordinator

Johnson Creek, WI · On-site

$18.25 - $24.50/hr

... services to support agriculture and rural communities. Join us in a culture that not only promotes ... Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term ...

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Showing results 1-20

All JobsInsurance Client Services JobsInsurance Client Services Jobs in Madison, WI

Insurance Client Services information

See Madison, WI salary details

$35.3K

$70.9K

$128.5K

How much do insurance client services jobs pay per year?

As of Jul 30, 2026, the average yearly pay for insurance client services in Madison, WI is $70,866.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,400.00 and $83,600.00 per year, depending on experience, location, and employer.

What is the difference between Insurance Client Services vs Insurance Claims Specialist?

AspectInsurance Client ServicesInsurance Claims Specialist
Required CredentialsHigh school diploma or equivalent; sometimes insurance licensesHigh school diploma; licensing often required
Work EnvironmentOffice setting, customer service focusOffice or claims processing centers, detailed work
Employer & Industry UsageInsurance companies, brokerages, agenciesInsurance companies, third-party administrators
Common Search & ComparisonCustomer support, policy assistanceClaims processing, claim resolution

Insurance Client Services and Insurance Claims Specialists both work within the insurance industry, but their roles differ. Client Services focuses on assisting policyholders with inquiries, policy management, and customer support. Claims Specialists handle the processing and resolution of insurance claims, often requiring more detailed claim knowledge. Understanding these differences helps job seekers find the right role aligned with their skills and career goals.

What are popular job titles related to Insurance Client Services jobs in Madison, WI? For Insurance Client Services jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Insurance Client Services jobs in Madison, WI look for? The top searched job categories for Insurance Client Services jobs in Madison, WI are:
What cities near Madison, WI are hiring for Insurance Client Services jobs? Cities near Madison, WI with the most Insurance Client Services job openings:
Insurance Client Services jobs near you
Infographic showing various Insurance Client Services job openings in Madison, WI as of June 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $70,866 per year, or $34.1 per hour.

Client Services Associate I - Wealth Management Department

UW Credit Union

Madison, WI • On-site

$25.46/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 16 days ago

Job description

UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison!

Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you!

At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team.


A Day in the Life of a Client Services Associate

Every day will be different but below is a snapshot of what you will do:

  • Start the day off preparing the office for appointments for the Advisors.
  • Create a warm and welcoming environment at the front desk of one of our wealth management hubs.
  • Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
  • Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (ex. tax planning tasks), seminar/webinar support, client events and financial transaction items.
  • Interact with members in-person and over the phone to review their account status, answer questions and collect information.
  • Continuously organize and regroup from priority interruptions while completing daily routine tasks.
  • Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
  • Make outbound calls regarding various client situations and routine tasks.
  • Work with multiple Financial Advisors to support sales functions.

What You’ll Need to Succeed

  • Associate's degree in buisness, finance or related field required or equivalent work experience.
  • 1+ year of experience in financial services, bank operations and/or client services.
  • 1+ years of customer service experience preferred. 
  • High level of problem-solving skills
  • Demonstrated experience with inbound and outbound customer/member calls
  • Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
  • Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses):
    • WI Insurance Life & Health License
    • Securities Industry Essentials (SIE)
    • FINRA Series 7
    • FINRA Series 66

Why work for UW Credit Union?

Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

  • 21.5 days of annual time off (accrued per pay period)
  • 2 weeks paid caregiver leave
  • 2.5 weeks paid new child parental leave
  • 2 days paid volunteer time
  • 10 paid holidays (including your birthday!)
  • 401k company match of up to 5%, plus approximately 4% discretionary match
  • Variable bonus reward
  • Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
  • Employee Assistance Program
  • And more!

All employees must possess valid work authorization to work for UWCU on the date of hire.  UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category. 

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