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Insurance Agent Assistant Jobs in Appleton, WI (NOW HIRING)

HMG Careers

Remote Insurance Agent

Green Bay, WI · Remote

$69K/yr

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Lone Star Careers

Remote Insurance Agent

Green Bay, WI · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

Lone Star Careers

Remote Life Insurance Agent

Green Bay, WI · Remote

$69K - $150K/yr

Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

HMG Careers

Remote Life Insurance Agent

Green Bay, WI · Remote

$69K/yr

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

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All JobsInsurance Agent JobsInsurance Agent Assistant JobsInsurance Agent Assistant Jobs in Appleton, WI

Insurance Agent Assistant information

See Appleton, WI salary details

$13

$19

$27

How much do insurance agent assistant jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for insurance agent assistant in Appleton, WI is $19.36, according to ZipRecruiter salary data. Most workers in this role earn between $16.01 and $21.97 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 Appleton, WI? The most popular types of Insurance Agent jobs in Appleton, WI are:
What job categories do people searching Insurance Agent Assistant jobs in Appleton, WI look for? The top searched job categories for Insurance Agent Assistant jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Insurance Agent Assistant jobs? Cities near Appleton, WI with the most Insurance Agent Assistant job openings:
Insurance Agent Assistant jobs near you
Infographic showing various Insurance Agent Assistant job openings in Appleton, WI as of July 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $40,268 per year, or $19.4 per hour.

Agent's Assistant - State Farm Agent Team Member

Katie Coppersmith - State Farm Agent

Oshkosh, WI • On-site

$33K - $65K/yr

Full-time

Medical, Life, PTO

Re-posted 19 days ago

Job description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Profit sharing
  • Training & development

ROLE DESCRIPTION:
As Agent's Assistant with Katie Coppersmith State Farm Office, you equip our agency to continually achieve its goals. You empower our agency by supporting office policies and processes while consistently ensuring the execution of advantageous customer experiences.  You create smooth operations to actualize the opportunities offered to people by insurance products and financial services.
As an organized and detail-oriented professional, your skillset promotes the basis for people in our community to have something they need.
RESPONSIBILITIES:
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Ensure the office is well-maintained, and continuously equipped to successfully meet customer needs and to market relevant products. 
QUALIFICATIONS:
  • Excellent communication skills - written, verbal, and listening
  • Highly organized and detail-oriented
  • Experience in customer service required
  • Experience in  managing customer service preferred
  • Experience in sales required. 
  • Proactive in problem-solving
  • Able to work in and manage a team environment
  • Extensive Experience in Windows computer applications
  • Able to coordinate and collaborate with others to achieve agency goals.
  • Able to succeed in a fast-paced environment
  • Able to obtain Property and Casualty License
  • Able to obtain Life and Health License
BENEFITS:
  • Paid time off (holidays and personal/sick days)
  • Salary plus commission/bonus
  • Health benefits
  • Growth potential/opportunities for advancement within my agency