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

Critical Illness/Group Accident Insurance * Dave Ramsey's SmartDollar Program Reservation Manager Agent Responsibilities: * Assist with calls from and to customers. * Help support field team members ...

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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:

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.

Customer Relations Representative - State Farm Agent Team Member

Julie Bass - State Farm Agent

Madison, WI • On-site

$50K - $65K/yr

Full-time

Medical, Retirement, PTO

Re-posted 29 days ago


Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As a Customer Relations Representative - State Farm Agent Team Member with Julie Bass - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. 
We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. 
RESPONSIBILITIES:
  • Manage customer inquiries and resolve issues.
  • Maintain customer records and update information as needed.
  • Assist with customer retention strategies.
  • Coordinate with other departments to ensure customer satisfaction.
QUALIFICATIONS:
  • Communication and problem-solving skills.
  • Experience in customer service preferred.
  • Ability to handle high-stress situations calmly.