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Insurance Operations Associate Jobs in Houston, TX

Mindcolor Autism LLC

Operations Associate

Spring, TX · On-site

At Mindcolor, our Operations Associates (OAs) are essential to the daily operations of our ABA ... Benefits: Medical, dental, vision, and life insurance Health & Wellness reimbursement- $300 ...

Gopuff

Operations Associate, Houston, #123

Houston, TX · On-site

Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting ... Medical/Dental/Vision Insurance (for full-time employees) * 401(k) Retirement Savings Plan * 25 ...

Gopuff

Operations Associate, Houston, #123

Houston, TX · On-site

Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting ... Medical/Dental/Vision Insurance (for full-time employees) * 401(k) Retirement Savings Plan * 25 ...

Apply Early

Gopuff

Operations Associate, Houston, #123

Houston, TX · On-site

Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting ... Medical/Dental/Vision Insurance (for full-time employees) * 401(k) Retirement Savings Plan * 25 ...

Gopuff

Operations Associate, Houston, #146

Houston, TX

$13.70/hr

Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting ... Medical/Dental/Vision Insurance (for full-time employees) * 401(k) Retirement Savings Plan * 25 ...

Apply Early

Gopuff

Operations Associate, Houston, #146

Houston, TX · On-site

$13.70/hr

Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting ... Medical/Dental/Vision Insurance (for full-time employees) * 401(k) Retirement Savings Plan * 25 ...

Gopuff

Operations Associate, Houston, #146

Houston, TX · On-site

$13.70/hr

Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting ... Medical/Dental/Vision Insurance (for full-time employees) * 401(k) Retirement Savings Plan * 25 ...

Gopuff

Operations Associate, North Houston, #133

Houston, TX · On-site

$13.70/hr

Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting ... Medical/Dental/Vision Insurance (for full-time employees) * 401(k) Retirement Savings Plan * 25 ...

Apply Early

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Insurance Operations Associate information

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How much do insurance operations associate jobs pay per hour?

As of Jul 4, 2026, the average hourly pay for insurance operations associate in Houston, TX is $22.74, according to ZipRecruiter salary data. Most workers in this role earn between $15.43 and $26.25 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.
What are the most commonly searched types of Insurance Operations jobs in Houston, TX? The most popular types of Insurance Operations jobs in Houston, TX are:
What are popular job titles related to Insurance Operations Associate jobs in Houston, TX? For Insurance Operations Associate jobs in Houston, TX, the most frequently searched job titles are:
What job categories do people searching Insurance Operations Associate jobs in Houston, TX look for? The top searched job categories for Insurance Operations Associate jobs in Houston, TX are:
Insurance Operations Associate jobs near you

Client Service & Operations Associate

WWS FINANCIAL LLC

Houston, TX • Hybrid

$45K - $65K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 2 days ago

Be an early applicant

Job description

Client Services & Operations Associate

Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,000

ABOUT THE FIRM

We are a boutique, fiduciary wealth management firm serving successful families, business owners, and professionals through multi-generational financial planning strategies integrating investments, insurance, tax planning, and estate planning. Our team is small by design, and every person we hire directly impacts the quality of service our clients receive.

THE OPPORTUNITY

This is a planning operations role, not a call center or sales position. You will work alongside our CFP® founder supporting life-changing financial decisions for real clients, part client service, part financial analysis, part operational leadership. We are looking for a self-directed mid-level professional who absorbs new processes quickly, takes full ownership of their responsibilities, and holds themselves to a high standard of accuracy and professional follow-through.

WHAT YOU'LL DO

Client Services

  • Serve as primary point of contact for client inquiries and appointment coordination.
  • Prepare client files, meeting materials, and review packets for all advisor appointments.
  • Manage proactive client outreach including annual review scheduling and follow-up correspondence.

Financial Planning Operations

  • Support the financial planning process using eMoney, Salesforce, and Microsoft Excel.
  • Process and track applications for investment accounts, life insurance, long-term care, and related products through completion.
  • Maintain accurate CRM records, activity logs, and client data; coordinate with carriers and underwriting on open cases.

Operations & Practice Growth

  • Build and refine workflows, checklists, and SOPs that create a consistent, compliant client experience.
  • Ensure all client communications meet compliance standards and are reviewed appropriately prior to distribution.
  • Assist with marketing campaigns, client events, and onboarding of future team members.

WHAT WE'RE LOOKING FOR

  • Bachelor's degree preferred (Finance, Accounting, Economics, or Business); Associate's degree or equivalent experience considered.
  • 2-3 years of experience in financial services, wealth management, insurance, operations or professional services preferred; may substitute for degree.
  • Proficiency in Microsoft Excel / Office Suite, Slack, Zoom; familiarity with Salesforce, eMoney, Envestnet, or Morningstar preferred.
  • Exceptional attention to detail, high personal accountability, and proactive communication by phone, email, and written correspondence.
  • Analytical mindset with the initiative to solve problems independently and the discretion to handle sensitive client information.
  • Life & Health Insurance License (Texas) preferred; not required at hire.

COMPENSATION & BENEFITS

  • Base salary: $45,000 - $65,000 annually, commensurate with experience.
  • Performance-based increases and discretionary annual bonus potential.
  • Paid Time Off
  • Company Holidays
  • Retirement match (after 90 days)
  • Monthly Health Savings Stipend
  • Full-time, hybrid schedule (Austin, TX) or possible Remote.

This firm is an equal opportunity employer. All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by applicable law. This position is with an independent financial planning firm.