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Insurance Agent Assistant Jobs in California (NOW HIRING)

Marcus & Millichap

Agent Assistant (Roseville, CA)

Sacramento, CA · On-site

$26 - $28/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage and maintain agent's CRM database of properties and owners * Manage deal flow (facilitate ... Health, dental, and vision insurance * Paid time off and paid holidays * 401(k) retirement plan ...

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All JobsInsurance Agent JobsInsurance Agent Assistant JobsInsurance Agent Assistant Jobs in California

Insurance Agent Assistant information

See California salary details

$13

$20

$28

How much do insurance agent assistant jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for insurance agent assistant in California is $20.08, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $22.79 per hour, depending on experience, location, and employer.

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

To thrive as an Insurance Agent Assistant, you need strong organizational skills, attention to detail, and a basic understanding of insurance products, often supported by a high school diploma or relevant experience. Familiarity with insurance management software, CRM systems, and office productivity tools is typically required. Excellent communication, customer service, and multitasking abilities help you support agents and interact effectively with clients. These skills ensure smooth office operations, accurate policy management, and high-quality customer support in a fast-paced insurance environment.

What are the typical daily tasks and responsibilities of an insurance agent assistant?

As an Insurance Agent Assistant, your daily responsibilities usually include handling client inquiries, processing insurance applications and renewals, preparing policy documents, and maintaining accurate client records. You may also assist agents with scheduling appointments, gathering required documentation, and following up with clients to ensure smooth communication. This role often requires strong organizational skills and the ability to multitask in a fast-paced office environment, as you'll be supporting both agents and clients throughout the insurance process.

What does an insurance agent assistant do?

An Insurance Agent Assistant supports insurance agents by handling administrative tasks, communicating with clients, processing paperwork, and assisting with policy applications or renewals. They often answer phone calls, schedule appointments, and maintain records to ensure efficient office operations. Additionally, they may help explain basic insurance products and gather necessary information from clients, playing a key role in customer service and office organization. Their work allows insurance agents to focus on selling policies and meeting clients’ needs.

What is the difference between Insurance Agent Assistant vs Insurance Broker?

AspectInsurance Agent AssistantInsurance Broker
CredentialsTypically no licensing required, but some knowledge of insurance preferredLicensed to sell insurance products in specific states
Work EnvironmentOffice setting, supporting insurance agentsIndependent or agency-based, advising clients directly
Employer & Industry UsageInsurance agencies, carriers, or brokeragesIndependent brokers or agencies representing multiple insurers
Common Search & ComparisonSupport role assisting agentsClient-facing role selling insurance policies

Insurance Agent Assistants primarily support licensed insurance agents with administrative tasks, while Insurance Brokers actively sell insurance policies and advise clients. The main difference lies in licensing requirements and client interaction, with agents focusing on support and brokers on direct sales and consultation.

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

The most popular types of Insurance Agent jobs in California are:

What are popular job titles related to Insurance Agent Assistant jobs in California?

For Insurance Agent Assistant jobs in California, the most frequently searched job titles are:

What job categories do people searching Insurance Agent Assistant jobs in California look for?

The top searched job categories for Insurance Agent Assistant jobs in California are:

What cities in California are hiring for Insurance Agent Assistant jobs?

Cities in California with the most Insurance Agent Assistant job openings:

Insurance Agent Assistant jobs near you
Infographic showing various Insurance Agent Assistant job openings in California as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, 2% Temporary, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $41,758 per year, or $20.1 per hour.

Senior Product Marketing Manager - Agent Empowerment

Five9

San Francisco, CA • On-site, Remote

$142K - $186K/yr

Full-time

Re-posted 14 days ago

Job description

Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide.

Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves.

We are seeking a Senior Product Marketing Manager, Agent Empowerment, to bring together storytelling, strategy, and technology as Five9 is investing deeply in agent empowerment applications, including:

  • Five9 Agent Assist – Real-time, LLM-powered guidance, next-best actions, and coaching that help agents resolve issues faster and with greater
    confidence
  • Five9 AI Knowledge – Contextual, AI-driven answers and recommendations delivered to live and virtual agents at the moment of need
  • Five9 AI Agents – Agentic AI Agents that power intelligent customer self-service, resolving routine inquiries end-to-end and seamlessly escalating to human agents when needed

In this role, you will define how the Five9 agent empowerment portfolio is positioned in the market, articulate clear differentiation, and help customers
understand the business value of augmenting human agents and powering customer self-service with AI.


Responsibilities

  • Positioning & Messaging: Develop clear, compelling messaging that differentiates the Five9 agent empowerment solutions - Agent Assist, Summaries, Transcription, AI Knowledge, and AI Agents for customer self-service - across target personas, including contact center, CX, and operations leaders.
  • Product Launches & GTM: Own go-to-market strategy for agent empowerment products, including positioning, messaging, launch planning, use cases, customer stories, sales enablement, and adoption strategies.
  • Sales & Customer Enablement: Partner with sales, solutions consulting, and customer success teams to create impactful narratives, collateral, and training that drive acquisition, conversion, and expansion.
  • Competitive Intelligence: Serve as the subject-matter expert on the competitive landscape for agent assist, AI co-pilot, and knowledge solutions, translating insights into clear differentiation and sales guidance.
  • Sales & Marketing Assets: Create high-impact customer- and sales-facing content, including presentations, videos, webinars, product overviews, and enablement tools.
  • Campaign & Content Collaboration: Work closely with demand generation and brand teams to support integrated marketing campaigns, website content, and thought leadership focused on agent empowerment.
  • Cross-functional Leadership: Collaborate with product management to deeply understand product vision and roadmap, bringing market and customer insights to influence future innovation.
  • Industry Representation: Represent Five9 at conferences, webinars, analyst briefings, and customer events.

Requirements

  • Bachelor's degree in Business, Marketing, or a related field; MBA preferred
  • 5+ years of product marketing (or equivalent) experience, with demonstrated success in CX, CCaaS, agent assist, AI co-pilot, or knowledge management solutions
  • Strong storytelling, messaging, and presentation skills
  • Proven ability to work cross-functionally with product, sales, and marketing teams
  • Fast learner who thrives in a dynamic, fast-paced environment and brings attention to detail

Work Location: This role is fully remote for candidates who reside outside the 30 mile radius of one of our offices. For candidates who reside within a 30 mile radius of one of our offices, this role is Hybrid and would require 3 days a week (T, W, TH) in office.

As part of our continued commitment to diversity, equity, and inclusion, Five9 supports pay transparency during the entire recruitment process. Actual compensation packages are based on several factors that are unique to each candidate including, but not limited to: skill set, depth of experience, certifications, and specific work location. The range displayed reflects the minimum and maximum target for new hire salaries for the job across the United States. Your recruiter can share more about the specific compensation package during your hiring process.

Additionally, the total compensation package for this position may also include an annual performance bonus, stock, and/or other applicable incentive compensation plans.

Our total reward package also includes:

  • Health, dental, and vision coverage, beginning on the first day of employment. Five9 covers 100% of the employee portion of the health, dental and vision coverage and shares a high portion of the dependent cost. We also offer Short & Long-Term Disability, Basic Life Insurance, and a 401k saving plan with employer matching.
  • Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching and self-guided mindfulness exercises for all covered employees and their covered dependents.
  • Generous employee stock purchase plan.
  • Paid Time Off, Company paid holidays, paid volunteer hours and 12 weeks paid parental leave.

All compensation and benefits are subject to the requirements and restrictions set forth in the applicable plan documents and any written agreements between the parties.

The US base salary range for this role is below.
$123,500—$229,500 USD

Five9 embraces diversity and is committed to building a team that represents a variety of backgrounds, perspectives, and skills.  The more inclusive we are, the better we are.  Five9 is an equal opportunity employer.

View our privacy policy, including our privacy notice to California residents here: https://www.five9.com/pt-pt/legal.

Note: Five9 will never request that an applicant send money as a prerequisite for commencing employment with Five9.