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Insurance Assistant Jobs in Forney, TX (NOW HIRING)

Jewelers Mutual Group

Insurance Advisor

Dallas, TX · On-site

The Commercial Lines Insurance Advisor manages a portfolio of mid-to-large revenue tier clients ... Assist with maintaining compliance with industry regulations and agency standards. * Process ...

Medix

Insurance Verifier

Richardson, TX · On-site

$22/hr

Insurance Verification: Liaise with external payers to confirm patient coverage and benefits, and ... Administrative Support: Assist in maintaining departmental manuals, logs, and compliance ...

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Insurance Assistant information

See Forney, TX salary details

$12

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How much do insurance assistant jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for insurance assistant in Forney, TX is $18.33, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $20.77 per hour, depending on experience, location, and employer.

What is an insurance assistant?

Insurance Assistants are administrative professionals who support insurance agents, brokers, or underwriters in their daily tasks. Their responsibilities often include processing paperwork, answering client inquiries, handling claims documentation, updating records, and assisting with policy renewals. They play a vital role in ensuring that insurance operations run smoothly and efficiently, providing both customer service and organizational support. Insurance Assistants may work in various settings, such as insurance agencies, brokerages, or corporate insurance departments.

What does an insurance assistant do?

An insurance assistant performs administrative tasks for an insurance agent. Their job duties include handling customer phone calls, producing reports for the agent, reviewing insurance applications for accuracy, and helping customers file new claims. Qualifications for an insurance assistant typically include a high school diploma, although some employers may prefer post-secondary education. People in this administrative position are often gaining experience and skills to pursue a career as an insurance agent.

What are the key skills and qualifications needed to thrive as an insurance assistant, and why are they important?

To thrive as an Insurance 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 coursework. Familiarity with insurance management software, Microsoft Office Suite, and document processing systems is typically required. Excellent communication, customer service, and multitasking abilities set top performers apart. These skills ensure efficient processing of policies, accurate record-keeping, and effective support for agents and clients in a fast-paced environment.

What are some common challenges faced by insurance assistants, and how can they be addressed?

Insurance Assistants often manage a high volume of administrative tasks, such as processing claims, handling client inquiries, and maintaining policy records, which can be challenging during peak periods. Effective time management and strong organizational skills are key to staying on top of deadlines and ensuring accuracy. Collaborating closely with underwriters, agents, and other team members also helps streamline workflows and resolve any complex issues quickly. Adopting digital tools and staying updated on industry regulations can further enhance efficiency and job satisfaction.

What is the difference between Insurance Assistant vs Insurance Agent?

AspectInsurance AssistantInsurance Agent
CredentialsTypically no licensing required, but some roles may need basic insurance knowledgeRequires state licensing and certification to sell insurance products
Work EnvironmentOffice setting, supporting insurance teams and handling administrative tasksClient-facing, sales-oriented, often working in the field or office
Employer & Industry UsageInsurance companies, brokerages, agenciesInsurance agencies, brokerages, independent agents
Common Search & ComparisonAdministrative support, customer service, insurance documentationSales, policy selling, client consultations

In summary, an Insurance Assistant primarily handles administrative and support tasks within insurance companies or agencies, often without licensing requirements. An Insurance Agent, on the other hand, is licensed to sell insurance policies directly to clients and focuses on sales and client relationships. Both roles are essential in the insurance industry but serve different functions.

More about Insurance Assistant jobs

What are the most commonly searched types of Insurance jobs in Forney, TX?

The most popular types of Insurance jobs in Forney, TX are:

What cities near Forney, TX are hiring for Insurance Assistant jobs?

Cities near Forney, TX with the most Insurance Assistant job openings:

Insurance Assistant jobs near you
Infographic showing various Insurance Assistant job openings in Forney, TX as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $38,117 per year, or $18.3 per hour.

Insurance Advisor

Dallas, TX • On-site

Jewelers Mutual Group
Insurance Services • 201 - 500 employees
Learn more about Jewelers Mutual Groupexternal

Full-time

Retirement, PTO

Re-posted 18 days ago

Job description

Summary:The Commercial Lines Insurance Advisor manages a portfolio of mid-to-large revenue tier clients while also generating new business opportunities. The ideal candidate will possess a strong background in insurance, exceptional relationship-building skills, and a proactive approach to client management and business development.
Why Jewelers Mutual:
Since 1913 we've been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we're financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.
As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry's most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.
We're dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.
Here, you'll:
  • Move fast and embrace change
  • Always look for better ways
  • Grow, thrive, and help shape what's next

Join us and be part of a culture where you can make an impact while building your future.
What You'll Do:
  1. Client Relationship Management: Take ownership of client relationships, serving as the primary point of contact for all insurance-related inquiries and needs. Retain clients by building strong relationships and ultimately becoming a strategic business partner. Develop and maintain deep relationships with key clients, understanding their unique requirements and providing tailored insurance solutions. Explore clients' other business operations to become their holistic insurance agent of choice. Maximize opportunities to educate clients about loss prevention and security strategies, product features, and carrier underwriting recommendations.
  2. Key Client Management: Effectively manage a portfolio of mid-to-large revenue tier clients, ensuring their insurance needs are met promptly and efficiently. Identify opportunities for upselling or cross-selling additional insurance products and services.
  3. New Business Production: Drive revenue growth through strategic account management, client retention, and new business sales. Identify potential clients, conduct thorough needs assessments, and present comprehensive insurance proposals to secure new accounts. Conduct coverage gap analyses to advise clients of potential exposures and solutions, resulting in the addition of necessary lines of business.
  4. Risk Analysis and Program Design: Analyze client exposures and design comprehensive insurance programs that effectively mitigate risks while aligning with their budget and goals. Conduct coverage gap analyses to advise clients of potential exposures and solutions, resulting in the addition of necessary lines of business.
  5. Carrier and Underwriter Relationship Building: Build strong relationships with underwriters to leverage their expertise and secure customized solutions for clients. Maintain open communication channels to facilitate smooth transactions and address any issues promptly.
  6. System and Policy Compliance: Maintain accurate client records, policy documentation, and renewal schedules. Process policy endorsements, amendments, and other administrative tasks accurately and efficiently. Assist with maintaining compliance with industry regulations and agency standards.
  7. Process Improvement: Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
  8. Confidentiality: Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
What You'll Bring:
Leadership Responsibilities
None
Minimum Qualifications
  • Proven experience in commercial lines insurance sales and client management
  • Active Property & Casualty insurance license
  • Strong understanding of insurance products, policies, and coverage options
  • Excellent communication, negotiation, and presentation skills
  • Results-oriented mindset with a focus on exceeding sales targets and revenue goals
Preferred Qualifications
  • Bachelor's degree in business, finance, or related field preferred
  • Advanced industry designations such as CIC, CPCU, CRM, or similar is preferred
  • Ability to work independently, prioritize tasks, and meet deadlines
  • Proficiency in industry-specific software and CRM systems

Certificates, Licenses, Registrations
  • Active Property & Casualty insurance license required
Physical Requirements
  • Prolonged periods sitting at a desk and working on a computer.
  • Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

What We Offer You:
  • Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.
  • Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
  • Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
  • Great Place to Work® Certified: Join a team recognized for an environment of innovation and growth.

Accessibility and Accommodations
We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting jmrecruiting@jminsure.com.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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