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Insurance Agent Assistant information

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How much do insurance agent assistant jobs pay per hour?

As of Jun 23, 2026, the average hourly pay for insurance agent assistant in Wisconsin is $20.53, according to ZipRecruiter salary data. Most workers in this role earn between $16.97 and $23.27 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Insurance Agent Assistant, and why are they important?

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.

Why do most insurance agents quit?

Many insurance agents quit due to high competition, inconsistent income, and the pressure to meet sales targets. The job often requires strong interpersonal skills, self-motivation, and resilience, which can be challenging over time. Additionally, some leave due to limited career advancement opportunities or burnout from managing client relationships and administrative tasks.

What is the role of an insurance assistant?

An insurance assistant supports insurance agents by handling administrative tasks such as processing policies, managing client records, and preparing documents. They often use insurance software and require strong organizational skills to ensure smooth operations within an insurance office.

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 such as managing client records, scheduling appointments, processing policy applications, and preparing documents. They often use insurance software and must have good communication skills to interact with clients and team members.

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.

How much does a 215 license make?

An insurance agent assistant with a 215 license typically earns between $30,000 and $50,000 annually, depending on experience and location. The license allows handling specific insurance policies, and additional certifications or sales skills can influence earnings.
What are the most commonly searched types of Insurance Agent jobs in Wisconsin? The most popular types of Insurance Agent jobs in Wisconsin are:
What are popular job titles related to Insurance Agent Assistant jobs in Wisconsin? For Insurance Agent Assistant jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Insurance Agent Assistant jobs in Wisconsin look for? The top searched job categories for Insurance Agent Assistant jobs in Wisconsin are:
What cities in Wisconsin are hiring for Insurance Agent Assistant jobs? Cities in Wisconsin with the most Insurance Agent Assistant job openings:
Insurance Agent Assistant jobs near you
Infographic showing various Insurance Agent Assistant job openings in Wisconsin as of June 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $42,707 per year, or $20.5 per hour.

Medicare & Health Insurance Agent

Burns Insurance Agency LLC

Marshfield, WI • On-site

Full-time

Medical, Life

Posted 18 days ago

Job description

The Medicare & Health Insurance Agent is responsible for providing professional guidance and service to Medicare-eligible individuals and health insurance clients. This position assists clients with Medicare Advantage and Supplement plans, Medicare Part D prescription drug plans, individual health insurance products, and related coverage options while maintaining compliance with all carrier and regulatory requirements.


The Medicare & Health Insurance Agent serves as a trusted advisor by educating clients, reviewing coverage needs, assisting with enrollment and policy changes, and providing ongoing service after the sale. This position is expected to maintain strong relationships with clients while supporting the agency's commitment to exceptional customer service, retention, and profitable growth.


Salary/commissions/bonuses will be based on experience and whether full or part time.


Benefits

Work from Home

Flexible Schedule


Responsibilities

Conduct Medicare & health insurance reviews with prospective and existing clients.

Educate clients regarding Medicare Parts A, B, C, and D

Present Medicare Advantage and Supplement plan options based on client needs and eligibility.

Assist clients with Medicare Part D prescription drug plan comparisons and enrollments

Present individual health insurance options when appropriate.

Maintain high client retention levels through proactive communication and service


Requirements

Wisconsin Insurance License (Life and Health)

Ability to maintain carrier certifications and appointments

Strong communication and customer service skills

Ability to explain complex insurance concepts in a simple manner

Proficiency with computer systems and agency management software

Strong organizational and time management skills

Ability to work independently while contributing to a team environment.


Preferred Medicare insurance experience including AHIP Certification and

experience with Medicare Advantage and Supplement and Part D products