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Life Insurance Account Manager Jobs in Wisconsin

APR

Personal Lines Account Manager | Remote

Eden, WI · Remote

$60 - $80K/hr

The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle ...

APR

Personal Lines Account Manager | CSR

La Crosse, WI

$60K - $80K/yr

Insurance Job: Personal Lines Account Manager | CSR Insurance Agency Location: La Crosse, WI Salary: $60k-$80k + Benefits Independent insurance agency is seeking a licensed personal lines account ...

BWO Insurance

Account Executive

Oak Creek, WI · On-site

Serve as the main contact for clients, managing their personal or commercial insurance accounts ... Commitment to maintaining work-life balance. * Access to an on-site workout facility. We're looking ...

1moh

Account Manager

Chippewa Falls, WI · On-site

$25/hr

Account Manager Job Summary The Account Manager serves as a trusted partner to clients, ensuring their insurance needs are met with accuracy, care, and responsiveness. This role supports client ...

Acolad

Account Manager - Life Sciences

Hudson, WI · On-site

Account Manager - Life Sciences Job Location: Hudson, USA, WI 54016 Contract type: Permanent Acolad ... Voluntary Life Insurance, Long-Term Disability, Buy-Up Short-Term Disability, Identity Theft, Legal ...

Rent-A-Center

Account Manager

Madison, WI

$18.70 - $20.11/hr

Account Manager Join the team at this location to earn a $500 bonus: $250 at 30 days and $250 at 90 ... Great Benefits Medical, Dental, Vision, life Insurance, Supplemental Life Insurance, Spouse ...

Rent-A-Center

Account Manager

Milwaukee, WI · On-site

$17 - $18.28/hr

Account Manager Join the team at this location to earn a $500 bonus: $250 at 30 days and $250 at 90 ... Great Benefits Medical, Dental, Vision, life Insurance, Supplemental Life Insurance, Spouse ...

Rent-A-Center

Account Manager

Fond Du Lac, WI

$14.45 - $17/hr

Account Manager Interested in a minimum starting hourly rate of $14.45 per hour- $17.00 per hour ... Great Benefits Medical, Dental, Vision, life Insurance, Supplemental Life Insurance, Spouse ...

Get It Now

Account Manager

Onalaska, WI

$13.73 - $16.15/hr

Account Manager Interested in a minimum starting hourly rate of $13.73 per hour - $16.15 per hour ... Great Benefits Medical, Dental, Vision, life Insurance, Supplemental Life Insurance, Spouse ...

Rent-A-Center

Account Manager

Eau Claire, WI

$17 - $18.28/hr

Account Manager Join the team at this location to earn a $500 bonus: $250 at 30 days and $250 at 90 ... Great Benefits Medical, Dental, Vision, life Insurance, Supplemental Life Insurance, Spouse ...

Rent-A-Center

Account Manager

Eau Claire, WI · On-site

$17 - $18.28/hr

Account Manager Join the team at this location to earn a $500 bonus: $250 at 30 days and $250 at 90 ... Great Benefits Medical, Dental, Vision, life Insurance, Supplemental Life Insurance, Spouse ...

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Life Insurance Account Manager information

How much does an insurance account manager earn?

Insurance account managers typically earn a median annual salary of around $60,000 to $70,000, with experienced professionals and those in high-demand regions earning higher. Compensation can include base salary, commissions, and bonuses, and success in sales and client management skills can influence earnings.

What does a Life Insurance Account Manager do?

A Life Insurance Account Manager is responsible for managing relationships with clients who hold life insurance policies. Their duties include helping clients understand their coverage options, answering policy-related questions, processing policy changes, and ensuring clients' needs are met throughout the life of their policy. They also work to resolve issues, maintain accurate records, and may assist with cross-selling additional insurance products. Overall, they act as the main point of contact between the insurance company and its clients to ensure satisfaction and retention.

What does an insurance account manager do?

An insurance account manager oversees client accounts, manages policy renewals, and provides customer service related to life insurance products. They analyze client needs, explain policy options, and ensure proper documentation, often using CRM software. Strong communication and organizational skills are essential for success in this role.

What is the difference between Life Insurance Account Manager vs Insurance Sales Agent?

AspectLife Insurance Account ManagerInsurance Sales Agent
CredentialsLicenses, insurance certificationsLicenses, sales certifications
Work EnvironmentClient management, policy servicingCustomer acquisition, sales
Employer & IndustryInsurance companies, financial servicesInsurance agencies, brokerages

While both roles involve working within the insurance industry, a Life Insurance Account Manager primarily manages existing client policies and provides ongoing service, whereas an Insurance Sales Agent focuses on acquiring new clients and selling policies. The Account Manager emphasizes client retention and policy management, while the Sales Agent concentrates on sales and business development.

What are some common challenges faced by Life Insurance Account Managers and how can they overcome them?

Life Insurance Account Managers often face challenges such as maintaining strong client relationships, staying updated on evolving insurance products, and meeting sales targets. Managing a diverse client portfolio requires excellent organizational and communication skills to address clients' changing needs and concerns. To overcome these challenges, account managers can leverage customer relationship management (CRM) tools, participate in continuous professional development, and collaborate closely with underwriters and sales teams to ensure tailored solutions for clients.

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

To thrive as a Life Insurance Account Manager, you need a solid understanding of insurance products, sales techniques, and regulatory compliance, often backed by an insurance license and relevant experience. Familiarity with CRM software, policy management systems, and quoting tools is typically required in this role. Strong interpersonal skills, attention to detail, and the ability to build trust with clients set top performers apart. These skills and qualities are crucial for effectively managing client portfolios, ensuring regulatory adherence, and driving business growth.

How much does an account manager get paid?

A life insurance account manager typically earns between $45,000 and $75,000 annually, depending on experience, location, and the size of the company. Compensation may also include commissions or bonuses based on sales performance and client retention. Entry-level positions may start lower, while experienced managers with certifications can earn higher salaries.

What is the highest paid position in insurance?

In the insurance industry, executive roles such as Chief Executive Officer (CEO), Chief Underwriting Officer, and Chief Financial Officer (CFO) tend to be the highest paid positions. These roles require extensive experience, leadership skills, and often advanced certifications, and they oversee company strategy, underwriting, and financial performance.
What cities in Wisconsin are hiring for Life Insurance Account Manager jobs? Cities in Wisconsin with the most Life Insurance Account Manager job openings:
Life Insurance Account Manager jobs near you

Insurance Account Manager

Innovante Insurance Agency

Pewaukee, WI • On-site

$55K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Innovante Insurance Agency was founded on over three decades of industry experience and a genuine commitment to doing what is right for our clients. We built this agency from the ground up with care, passion, and a hands-on approach that has become rare in the industry. Every policy is tailored with precision and supported with guidance that helps clients feel informed and protected. Our book of business is built entirely on referrals, a reflection of the trust and loyalty our clients place in us. Our team thrives in a relaxed yet focused environment, where your expertise matters and your work has meaning. Employees consistently describe Innovante as a positive, supportive, growth-oriented environment where they feel valued every day.

We are seeking an experienced and service-driven Insurance Account Manager to support and grow our personal and commercial lines clients. This is a fast-paced role where accuracy, professionalism, and genuine care are essential. You will provide expert guidance, handle policy changes and reviews, prepare quotes, and help clients feel confident in the protection they receive.

  • Base salary $45,000-$70,000 based on experience. Bonuses on top
  • Generous PTO and paid holidays
  • Health, dental, vision, and life insurance
  • 401(k) plan with company match
  • Health insurance reimbursement
  • Employee discounts on auto and homeowners insurance
  • Monday through Friday schedule with evenings and weekends off
  • Professional development, mentorship, and long-term career growth

If you want to be part of an agency where your expertise is respected and your work truly helps people, apply today!


Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Weekends off

Bonus Opportunities

Licensing Assistance

Holidays Off

Paid Holidays

401k Plan

Professional Development

Advancement Opportunities

Mentorship

Continuing Education Opportunities

Professional Work Environment

Employee Discounts

Equipment Provided

Office Snacks and Coffee

Health Insurance Reimbursement

Critical Care


Responsibilities
  • Assist clients by quoting and processing policy changes
  • Handle billing questions and provide timely resolutions
  • Support clients and team members with new policy quotes and renewals
  • Communicate with clients and carriers by phone, email, and in person
  • Prepare accurate quotes, applications, and related documentation

Requirements
  • Active Property and Casualty License
  • Prior experience in an insurance service role
  • Strong knowledge of personal lines coverage and terminology
  • Experience quoting and processing new business, renewals, and changes
  • Excellent verbal, written, and listening communication skills
  • Experience with AMS 360 is a strong plus