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

Robert Half

Client Services Associate

Mequon, WI · On-site

$55K - $65K/yr

Offering competitive health insurance, generous annual bonus targeted up to 15%, 7% retirement ... Respond to client inquiries regarding retirement plan administration, service issues, and account ...

Bakertilly

Client Services Representative

Oak Creek, WI · On-site

$15.25 - $20.75/hr

We are looking to hire a temporary Client Services Representative to support our Benefits ... A basic understanding of health insurance terminology is preferred. * Ability to effectively work ...

Bakertilly

Client Services Representative

Milwaukee, WI · On-site

$15.75 - $21.50/hr

We are looking to hire a temporary Client Services Representative to support our Benefits ... A basic understanding of health insurance terminology is preferred. * Ability to effectively work ...

PharMerica

ACCOUNT MANAGER, CLIENT SERVICES

Milwaukee, WI · On-site

$79K/yr

... insurance benefits Company paid STD and LTD Tuition Assistance Employee Discount Program 401k Paid ... Works with client support services in leading the on-boarding of new clients and facilities to ...

Eurofins

Client Service Representative

New Berlin, WI · On-site

$15.75 - $21.25/hr

Receiving samples from clients via parcel services, couriers and in-person drop off. * Confirming ... Life and disability insurance * 401(k) with company match * Paid vacation and holidays Eurofins USA ...

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

Insurance Client Services information

See Milwaukee, WI salary details

$34.5K

$69.3K

$125.6K

How much do insurance client services jobs pay per year?

As of Aug 7, 2026, the average yearly pay for insurance client services in Milwaukee, WI is $69,291.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $81,800.00 per year, depending on experience, location, and employer.

Is insurance client services a good job?

Insurance client services is a customer-facing role that involves assisting clients with policy inquiries, claims, and account management. It often requires strong communication skills, attention to detail, and familiarity with insurance products and software. The job can offer stable employment and opportunities for advancement within the insurance industry.

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 Milwaukee, WI? For Insurance Client Services jobs in Milwaukee, WI, the most frequently searched job titles are:
What job categories do people searching Insurance Client Services jobs in Milwaukee, WI look for? The top searched job categories for Insurance Client Services jobs in Milwaukee, WI are:
What cities near Milwaukee, WI are hiring for Insurance Client Services jobs? Cities near Milwaukee, WI with the most Insurance Client Services job openings:
Insurance Client Services jobs near you
Infographic showing various Insurance Client Services job openings in Milwaukee, WI as of June 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $69,291 per year, or $33.3 per hour.

Client Services Associate

Robert Half

Mequon, WI • On-site

$55K - $65K/yr

Full-time

Medical, Retirement, PTO

Posted 22 days ago

Job description

Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of contact for client service needs while providing administrative and operational support to advisors and internal teams. The ideal candidate is highly organized, service-minded, and capable of managing multiple priorities in a fast-paced financial services environment.


Offering competitive health insurance, generous annual bonus targeted up to 15%, 7% retirement contribution and 3+ weeks PTO to start.


Key Responsibilities

  • Provide day-to-day service and support for existing retirement plan clients, ensuring a high level of responsiveness and professionalism.
  • Act as a liaison between clients, advisors, recordkeepers, custodians, and internal departments to facilitate timely resolution of requests and issues.
  • Support advisors with administrative tasks related to retirement plan accounts, client reviews, meeting preparation, and follow-up.
  • Coordinate and maintain client records, plan documents, service calendars, and account documentation in accordance with firm policies and compliance requirements.
  • Assist with onboarding new retirement plan relationships and implementing changes for existing plans.
  • Prepare client meeting materials, reports, presentations, and investment review packages.
  • Monitor account activity and help ensure service requests, distributions, contributions, and other transactions are processed accurately and on time.
  • Maintain accurate notes and updates in CRM and other firm systems.
  • Schedule client meetings, annual reviews, and advisor appointments, and manage related logistics.
  • Respond to client inquiries regarding retirement plan administration, service issues, and account-related matters, escalating more complex issues as needed.
  • Partner with advisors and operations staff to support workflow efficiency and deliver a seamless client experience.
  • Help ensure all activities are completed in accordance with regulatory requirements, internal procedures, and service standards.


  • Bachelor’s degree preferred or equivalent professional experience.
  • 2+ years of client service, administrative, or operations experience in wealth management, retirement plan services, investment advisory, or financial services.
  • Experience supporting retirement plans such as 401(k), 403(b), pension, or qualified plans preferred.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Proficiency with Microsoft Office, including Excel, Word, and Outlook; CRM experience preferred.
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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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