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

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Insurance Agent Assistant information

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How much do insurance agent assistant jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for insurance agent assistant in Madison, WI is $20.50, 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?

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 Madison, WI?

The most popular types of Insurance Agent jobs in Madison, WI are:

What are popular job titles related to Insurance Agent Assistant jobs in Madison, WI?

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

What job categories do people searching Insurance Agent Assistant jobs in Madison, WI look for?

The top searched job categories for Insurance Agent Assistant jobs in Madison, WI are:

What cities near Madison, WI are hiring for Insurance Agent Assistant jobs?

Cities near Madison, WI with the most Insurance Agent Assistant job openings:

Insurance Agent Assistant jobs near you
Infographic showing various Insurance Agent Assistant job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 28% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $42,634 per year, or $20.5 per hour.

Agent Experience Coordinator

First Weber Realtors

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

Job description

This is an exciting opportunity to enter the fast-paced real estate environment as an Agent Experience Coordinator. This role works closely with office sales manager and top-producing agents and teams. This position provides agents with marketing and administrative support through creation of promotional pieces, broker price opinions, database search capabilities, agent website maintenance, client correspondence and by providing general office and computer assistance. This is an in-office position, working 37.5 hours/week Monday through Friday. Will work primarily out of our Fitchburg, WI sales office with occasional travel to other office locations within Dane County as needed.  

Job Duties and Responsibilities  

  1. Create brochures, flyers/postcards, marketing materials, and other promotional pieces; Comparative Market Analysis (CMA) and Brokers Price Opinion (BPO). May create letters to clients, presentation materials, sales associate introduction cards, and prepare buyers and sellers guides. 
  2. Set up and update client and customer sphere of influence databases; and create farming database for sales associates.Maintain internet by updating company website and sales associate’s personal websites/pages.May perform data input, maintain and monitor data files, create files and documents and produce reports.  
  3. Provide administrative and clerical support to management and sales associates which may include: entering listings and sales into system, assisting sales associates with sending and receiving company e-mails, providing computer assistance, handling written correspondence, ensuring forms are stocked, answer phones, greet visitors, route mail, prepare schedules and maintain accurate billing records. 
  4. May assist agents with setting marketing plans and organizing and facilitating agent training activities.  

Assist new agents in setting up their office, getting into MLS, training on computers and office equipment.May assist with license transfer or annual license renewal.   

  1. May serve as back-up to other office staff. 
  2. Perform any additional responsibilities as requested or assigned.  

Qualifications  

Education:  

  • Minimum of high school diploma or the equivalent.  
  • Secondary education preferred. 

Experience:  

  • One to three years clerical or administrative experience. 
  • Marketing and social platforms experience preferred. 
  • Real estate knowledge preferred. 

Knowledge and Skills:  

  • Knowledge of real estate, title and/or mortgage business preferred. 
  • Strong computer/technology skills: proficient in Microsoft Office and Canva products. 
  • Basic proficiency of social media engagement and posting practices (Facebook, Instagram, LinkedIn, etc.). 
  • Excellent oral and written communication skills. 
  • Effective interpersonal skills, leadership abilities, and a strong customer service focus. 
  • Effective analytical, problem solving and decision making skills; initiative, attention to detail, and a team player. 
  • Project management skills: ability to prioritize and handle multiple tasks and projects concurrently. 
  • Ability to handle stress and work under pressure.  

Employees working 30 or more hours per week receive many benefits, including:  

  • Medical, dental and vision insurance 
  • Company provided life insurance 
  • Company provided short-term and long-term disability 
  • 401k plan with generous company match 
  • Paid time off 
  • Discount programs 

Equal Opportunity Employer 

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