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Insurance Operations Associate Jobs in San Antonio, TX

EmploYou, LLC

Wealth Operations Associate

San Antonio, TX · On-site

$55K - $65K/yr

The Wealth Operations Associate supports the firm's day-to-day operational functions and serves as ... Health, dental and vision insurance; group life and LTD insurance * 401(k) retirement plan * Paid ...

Goosehead

Insurance Support Associate

San Antonio, TX · On-site

$20 - $25/hr

As an Insurance Support Associate, you'll play a key role in delivering warm, professional support ... in insurance operations. You'll have the opportunity to advance quickly through clearly defined ...

Goosehead

Insurance Support Associate

San Antonio, TX · On-site

$20 - $25/hr

As an Insurance Support Associate, you'll play a key role in delivering warm, professional support ... in insurance operations. You'll have the opportunity to advance quickly through clearly defined ...

Goosehead

Insurance Support Associate

San Antonio, TX · On-site

$20 - $25/hr

As an Insurance Support Associate, you'll play a key role in delivering warm, professional support ... in insurance operations. You'll have the opportunity to advance quickly through clearly defined ...

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All JobsInsurance Operations Associate JobsInsurance Operations Associate Jobs in San Antonio, TX

Insurance Operations Associate information

See San Antonio, TX salary details

$10

$23

$48

How much do insurance operations associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for insurance operations associate in San Antonio, TX is $23.67, according to ZipRecruiter salary data. Most workers in this role earn between $16.06 and $27.31 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?

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.

Is an insurance operations associate a good job?

An insurance operations associate typically handles administrative tasks, policy processing, and customer service within insurance companies. The role offers opportunities for skill development in insurance policies, data management, and communication, often with standard working hours and potential for career advancement in the insurance industry.
What are the most commonly searched types of Insurance Operations jobs in San Antonio, TX? The most popular types of Insurance Operations jobs in San Antonio, TX are:
What are popular job titles related to Insurance Operations Associate jobs in San Antonio, TX? For Insurance Operations Associate jobs in San Antonio, TX, the most frequently searched job titles are:
What job categories do people searching Insurance Operations Associate jobs in San Antonio, TX look for? The top searched job categories for Insurance Operations Associate jobs in San Antonio, TX are:
What cities near San Antonio, TX are hiring for Insurance Operations Associate jobs? Cities near San Antonio, TX with the most Insurance Operations Associate job openings:
Insurance Operations Associate jobs near you
Infographic showing various Insurance Operations Associate job openings in San Antonio, TX as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $49,238 per year, or $23.7 per hour.

Wealth Operations Associate

EmploYou, LLC

San Antonio, TX • On-site

$55K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Job description

The Wealth Operations Associate supports the firm's day-to-day operational functions and serves as a critical partner in delivering an exceptional client experience. Acting as the operational backbone of the firm, this position partners with advisors, planners, and operations team members to execute investment and insurance operations, client onboarding, account maintenance, CRM management, billing support and administrative processes with accuracy and efficiency. The Wealth Operations Associate manages multiple operational workflows simultaneously, maintains accurate client records and documentation, coordinates with custodians, insurance carriers, clients, and external partners and ensures requests are completed in a timely and compliant manner. Success in this role requires exceptional organizational, communication, and problem-solving skills, along with the ability to manage competing priorities, follow established procedures, identify opportunities for process improvement, and build strong working relationships across the firm. The Wealth Operations Associate takes ownership of operational processes, proactively resolves issues and helps ensure seamless execution and consistent service delivery across all areas of the business.
Salary - $55,000 - $65,000
Perks
  • Health, dental and vision insurance; group life and LTD insurance
  • 401(k) retirement plan
  • Paid time off and paid holidays
  • Professional development support, including assistance with licensing, designations and continuing education
Minimum Requirements 
  • 1+ years of administrative, operations, or comparable professional experience
  • Experience in financial services, banking, insurance, mortgage, title, escrow, or another operations-focused environment
  • Ability to manage multiple priorities while meeting deadlines
  • Exceptional organizational skills and attention to detail
  • Strong written and verbal communication skills
  • Professional demeanor with clients, vendors, and teammates
  • Proficiency with Microsoft Office and the ability to learn new technology quickly
  • Experience with Salesforce or another CRM platform
  • Experience following documented workflows or Standard Operating Procedures (SOPs)
Expectations
  • Processes new account openings, account transfers, money movement requests and account maintenance transactions.
  • Supports investment and insurance operations by preparing, submitting, tracking and completing operational requests.
  • Maintains accurate and up-to-date client records, documentation and workflow data within Salesforce and other firm technology platforms.
  • Monitors operational workflows, task pipelines, referrals and outstanding requests to ensure timely follow-up, issue resolution and successful completion.
  • Organizes and maintains digital client files and documentation in accordance with firm policies, regulatory requirements and record retention standards.
  • Assists with fee billing, client reporting, and other recurring operational processes.
  • Executes established Standard Operating Procedures (SOPs) consistently while identifying opportunities to improve.
  • Coordinates with custodians, insurance carriers, advisors, clients to resolve operational issues, facilitate transactions and provide status updates.
  • Provides administrative and operational support across the organization, adapting to evolving business needs and contributing to special projects and process initiatives as assigned.
  • Performs other duties, tasks and special projects as assigned.
The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental or similar duties which may be required from day-to-day. The candidate selected for employment will be required to submit to a criminal background check, education verification and drug test.
Interested candidates should submit their resume, with salary requirements, via our career portal on our website at www.seekinghr.com or contact us directly at (210) 679-4879 with any questions.

Equal Employment Opportunity Employer M/F/D/V