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Insurance Agent Assistant Jobs in Wisconsin (NOW HIRING)

HSA Bank

Insurance Sales Agent

Milwaukee, WI · On-site

$24 - $26/hr

... assist with decision-making for consumers, health plans, partners, and advisors. Are you ready to ... The Individual Sales Agent is responsible for generating business through education, advisement ...

HSA Bank

Insurance Sales Agent

Milwaukee, WI · Remote

$24 - $26/hr

... assist with decision-making for consumers, health plans, partners, and advisors. Are you ready to ... The Individual Sales Agent is responsible for generating business through education, advisement ...

HSA Bank

Insurance Sales Agent

Milwaukee, WI · On-site

$24 - $26/hr

... assist with decision-making for consumers, health plans, partners, and advisors. Are you ready to ... The Individual Sales Agent is responsible for generating business through education, advisement ...

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All JobsInsurance Agent JobsInsurance Agent Assistant JobsInsurance Agent Assistant Jobs in Wisconsin

Insurance Agent Assistant information

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$29

How much do insurance agent assistant jobs pay per hour?

As of Jul 21, 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 lead to burnout and turnover if expectations are not managed well.

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 need strong organizational skills to ensure smooth operations within an insurance office.

How much do insurance office assistants make?

Insurance office assistants typically earn between $30,000 and $45,000 annually, depending on experience, location, and the size of the insurance agency. Entry-level positions may start lower, while experienced assistants or those with specialized skills can earn higher wages. Some roles also offer benefits such as health insurance and paid time off.

What is an insurance agent assistant?

An insurance agent assistant supports insurance agents by handling administrative tasks such as scheduling appointments, managing client records, and processing policy applications. They often use insurance software and need good communication skills to coordinate between clients and agents. This role typically requires attention to detail and knowledge of insurance policies and procedures.

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 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
Insurance Customer Service Representative

Insurance Customer Service Representative

Rural Mutual Insurance

Madison, WI • On-site

$40K - $55K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 11 days ago

Job description

Description
Rural Mutual Insurance, one of the top 50 property and casualty companies in the nation, has been protecting what we value in Wisconsin for over 90 years and proudly continues that mission today. We seek an enthusiastic Customer Service Representative to provide exceptional customer service to our policyholders. You'll be responsible for processing insurance policy transactions and service requests with accuracy and timeliness. You will get to interact with our underwriting team, Rural agents and assistants, and customers throughout the state, answering policy related inquires in a professional manner. If you have an eye for detail and enjoy problem-solving with people in a fast-paced work environment, we want to hear from you!
This is a hybrid role with the potential to go remote after a successful training period.
At Rural Mutual Insurance, we offer a supportive work environment, career growth opportunities, and a comprehensive compensation package that includes health, dental, and vision insurance, a matching 401(k), and generous time off. We've earned consistent recognition as a Madison Magazine Best Places to Work and an A+ AM Best financial strength rating. If you're ready to be part of a team that values your expertise and encourages your professional growth, apply today!
Responsibilities
• Process policy transactions by reviewing our insurance Product Line's new business, changes, and renewals based on established guidelines.
• Accurately complete service requests, including entering information into the appropriate computer system in a timely manner.
• Work with the underwriting staff to resolve coverage questions.
• Answer Inquiries from Agents, Agent Assistants, Customers, and 3rd parties regarding policy or billing via various channels and respond accurately, promptly, and in a professional manner.
• Maintain an acceptable productivity and quality level by working with your manager to understand processes and procedures.
• Contributes to team effort by accomplishing related tasks as needed.
Qualifications
• Two years or more of office experience; property and casualty insurance experience highly preferred.
• Proficient PC skills, including accurate and speedy keyboarding.
• Understands how to utilize a database for processing client information and how to use Microsoft Office to create necessary documents.
• Effective written and verbal communication skills, including excellent telephone skills.
• Ability to keep information confidential.
• A team player with proven customer service experience.
• Problem-solving skills.
• Participation in industry-related programs such as IIA, CISR, CIC, etc., is preferred.
• Bilingual abilities (Spanish, Hmong, etc.) are a plus.
• Candidate must live and work in Wisconsin.
• Eligible to work in the United States without sponsorship.

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