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Insurance Operations Associate Jobs (NOW HIRING)

Camber

Insurance Operations Associate

New York, NY · On-site

$80K - $90K/yr

Work directly with operations, billing, engineering, and data entry teammates to inform insurance-related product-building. * Synthesize and communicate insights on areas of opportunities to improve ...

Northwestern Mutual

Operations Associate

Edina, MN · On-site

$65K - $75K/yr

The Operations Associate plays a critical role in delivering a seamless client experience by ... Insurance Operations & Underwriting Support * Manage the full lifecycle of insurance applications ...

Northwestern Mutual

Operations Associate

Edina, MN · Hybrid

The Operations Associate plays a critical role in delivering a seamless client experience by ... Insurance Operations & Underwriting Support * Manage the full lifecycle of insurance applications ...

Harbor.ai

Operations Associate

Houston, TX · On-site

Our technology simplifies the process for insurance brokers to identify optimal coverage for their ... Operations Associate Role Description Harbor.ai is seeking an Operations Associate to support ...

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Wilton Re

Operations Associate

Norwalk, CT · On-site

$70K - $95K/yr

Operations Associate We are searching for an experienced Operations Associate at our Connecticut ... Wilton Re is an industry leader in the life (re)insurance space, specializingin the acquisition of ...

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Insurance Operations Associate information

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$11

$26

$53

How much do insurance operations associate jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for insurance operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

What are some common challenges faced by Insurance Operations Associates, and how can they be managed effectively?

Insurance Operations Associates often handle high volumes of policy documentation, client data, and compliance checks, which can be challenging during peak renewal or claims periods. Staying organized, utilizing workflow management tools, and maintaining clear communication with underwriters and agents are key to managing these demands. Familiarity with insurance software and an eye for detail help prevent errors and ensure smooth processing. Proactive collaboration within the operations team and ongoing professional development can also make it easier to adapt to changing industry regulations and processes.

What does an Insurance Operations Associate do?

An Insurance Operations Associate supports the day-to-day administrative and operational tasks within an insurance company. Their responsibilities often include processing policy applications, handling customer inquiries, maintaining records, and ensuring compliance with industry regulations. They work closely with underwriters, agents, and clients to facilitate smooth insurance transactions. This role is key in ensuring the efficiency and accuracy of insurance operations, contributing to overall customer satisfaction and effective risk management.

What is the difference between Insurance Operations Associate vs Insurance Underwriter?

AspectInsurance Operations AssociateInsurance Underwriter
CredentialsTypically requires a high school diploma or associate degree; certifications like CPCU or AINS are a plusBachelor's degree in finance, business, or related field; professional certifications like CPCU are common
Work EnvironmentOffice setting, supporting claims, policy administration, and customer serviceOffice setting, assessing risk, reviewing applications, and determining policy terms
Employer & Industry UsageUsed across insurance companies for operational support rolesUsed in underwriting departments to evaluate and approve policies
Comparison Search IntentHigh overlap in job functions and industry context

The Insurance Operations Associate focuses on supporting daily insurance processes, customer service, and policy administration, while the Insurance Underwriter evaluates risks and determines policy terms. Both roles are essential in the insurance industry but differ in responsibilities and required expertise.

What are the key skills and qualifications needed to thrive as an Insurance Operations Associate, and why are they important?

To thrive as an Insurance Operations Associate, you need strong analytical abilities, attention to detail, and a foundation in insurance principles, often supported by a bachelor's degree in business or a related field. Familiarity with insurance management systems, workflow software like Guidewire or Duck Creek, and proficiency in Microsoft Office are typically required. Excellent organizational skills, communication, and problem-solving abilities help you collaborate effectively and manage multiple tasks. These competencies are essential for ensuring smooth insurance operations, minimizing errors, and supporting regulatory compliance.
More about Insurance Operations Associate jobs
What cities are hiring for Insurance Operations Associate jobs? Cities with the most Insurance Operations Associate job openings:
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What job categories do people searching Insurance Operations Associate jobs look for? The top searched job categories for Insurance Operations Associate jobs are:
Insurance Operations Associate jobs near you
Infographic showing various Insurance Operations Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.
Investment & Insurance Operations Associate

Investment & Insurance Operations Associate

Claire Myers Consulting

Richmond, VA

Full-time

Re-posted 12 days ago

Job description

Position Overview:


Our client is seeking a highly organized and proactive Investment & Insurance Operations Associate to support the day-to-day execution of both investment and insurance operations. This person will play a critical role in ensuring client accounts, insurance cases, and operational workflows are handled with accuracy, urgency, and a high level of client service.


The ideal candidate is detail-oriented, operationally strong, proactive, and comfortable managing multiple moving pieces in a fast-paced environment.


Key Responsibilities:


Investment & Insurance Operations:


  •  Manage investment and insurance new business from submission through completion 
  •  Prepare and submit account paperwork with a high level of accuracy 
  •  Process account openings, transfers, rollovers, contributions, withdrawals, and other client transactions 
  •  Track cases across custodians and internal systems to ensure timely execution 
  •  Coordinate with custodians, carriers, and internal team members throughout the process 



Insurance Operations & Case Management:


  •  Process insurance applications from underwriting through policy delivery 
  •  Coordinate medical exams and gather underwriting requirements 
  •  Monitor case progress and proactively follow up on outstanding items 
  •  Support ongoing policy servicing including beneficiary updates, loans, payments, and policy changes 



Client Service & Advisor Support:


  •  Serve as a point of contact for operational and service-related client requests 
  •  Communicate professionally with clients, advisors, and external partners 
  •  Support advisors by preparing materials and ensuring operational readiness 
  •  Help deliver a seamless, high-touch client experience 



Operations & Process Improvement:


  •  Maintain accurate CRM and operational records 
  •  Ensure workflows stay organized and nothing falls through the cracks 
  •  Identify inefficiencies and help improve operational processes 
  •  Assist in building scalable systems to support the firm’s continued growth 



Qualifications:


  •  Experience within financial services, wealth management, insurance, or investment operations preferred 
  •  Strong attention to detail and organizational skills 
  •  Ability to manage multiple priorities in a fast-paced environment 
  •  Strong communication and problem-solving abilities 
  •  Experience working with CRM systems and operational platforms 
  •  Licenses: Life & Health Insurance and/or Series 6 or 7 required 



What Makes Someone Successful in This Role:


  •  Strong sense of ownership and accountability 
  •  Proactive and resourceful mindset 
  •  Ability to anticipate needs and solve problems independently 
  •  Team-oriented with a strong work ethic 
  •  Adaptable and comfortable in a fast-moving environment 
  •  Eagerness to learn and grow professionally