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Insurance Operations Associate Jobs in Winter Garden, FL

Elevance Health

Operations Expert

Lake Mary, FL · On-site

Hybrid 1 : This role requires associates to be in-office 1 - 2 days per week, fostering ... insurance, wellness programs and financial education resources, to name a few. Elevance Health ...

Elevance Health

Operations Expert

Lake Mary, FL · On-site

Hybrid 1 : This role requires associates to be in-office 1 - 2 days per week, fostering ... insurance, wellness programs and financial education resources, to name a few. Elevance Health ...

50Floor

Operations Installation Coordinator

Orlando, FL · On-site

$50K - $55K/yr

Operations Associate Type: Full Time Salary: $50,000-55,000 What We're Looking For... We are ... Vision Insurance * Life Insurance and AD&D * Short-term & Long-term Disability * Ancillary ...

50Floor

Operations Installation Coordinator

Orlando, FL · On-site

$50K - $55K/yr

Operations Associate Type: Full Time Salary: $50,000-55,000 What We're Looking For... We are ... Vision Insurance * Life Insurance and AD&D * Short-term & Long-term Disability * Ancillary ...

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All JobsInsurance Operations Associate JobsInsurance Operations Associate Jobs in Winter Garden, FL

Insurance Operations Associate information

See Winter Garden, FL salary details

$9

$23

$47

How much do insurance operations associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for insurance operations associate in Winter Garden, FL is $23.18, according to ZipRecruiter salary data. Most workers in this role earn between $15.72 and $26.78 per hour, depending on experience, location, and employer.

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 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.

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 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 job categories do people searching Insurance Operations Associate jobs in Winter Garden, FL look for?

The top searched job categories for Insurance Operations Associate jobs in Winter Garden, FL are:

What cities near Winter Garden, FL are hiring for Insurance Operations Associate jobs?

Cities near Winter Garden, FL with the most Insurance Operations Associate job openings:

Insurance Operations Associate jobs near you
Infographic showing various Insurance Operations Associate job openings in Winter Garden, FL as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, and 4% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $48,222 per year, or $23.2 per hour.

Relationship & Operations Associate

Carson Group

Lake Mary, FL • On-site

$55K - $57K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Deliver ongoing client service and support that strengthens relationships and enhances the overall client experience. Partner with advisors as the primary operational resource to determine and complete actions required to open new accounts and maintain existing accounts accurately and on time. Build familiarity with the advisor's book of business while managing time effectively and developing new competencies to support efficient, compliant operations.
Who We Want
  • Client & Advisor Support: Provide white-glove communication to clients and advisors through phone, email, and meetings. Serve as a professional point of contact with custodians and ensure compliance with periodic client review requirements.
  • Account Administration: Prepare and process paperwork for new accounts, cashiering, transfers, and account maintenance requests. Take ownership of asset transfers to ensure seamless and timely completion. Execute accurate money movements per advisor or client requests while maintaining documentation and compliance standards.
  • Data & Records Management: Maintain accurate and complete client information in firm databases and systems. Update client records promptly and ensure information integrity across platforms.
  • Project & Workflow Support: Follow established guidelines to achieve goals and deliverables in collaboration with leaders and stakeholders. Set and meet project expectations with team members, delegate tasks appropriately, and track progress to completion.
  • Process Improvement: Assist in developing procedures that increase accuracy and streamline operational steps. Identify opportunities to simplify workflows and enhance consistency.
  • Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need
  • Bachelor's degree in Business Administration, Accounting, Finance, or related field preferred.
  • Minimum of one year of experience in financial services or banking preferred.
  • Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
  • Proficiency in Microsoft Office, including Word, Access, Excel, and Outlook required.
  • Strong research and problem-solving skills required.
  • Exceptional attention to detail required.
  • Curiosity and natural desire to learn preferred.
  • Ability to compile statistics and reports accurately required.
  • Excellent planning, organizational, project management, and time management skills required.
  • Ability to manage multiple projects with precision required.
  • Strong written and verbal communication skills required.
  • Desire for continual personal and professional growth preferred.

EEO Statement:
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
  • Starting annual base salary between $55,000 - 57,500.
  • Variable compensation potential (Bonus and/or commissions)
  • Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

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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