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Insurance Operations Associate Jobs (NOW HIRING)

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 ...

This position will come with benefits, including dental, vision and health insurance. To Apply ... Operations Associate" This position is part of a collective bargaining unit. Jon Ossoff for Senate ...

This position will come with benefits, including dental, vision and health insurance. To Apply ... Operations Associate" This position is part of a collective bargaining unit. Jon Ossoff for Senate ...

Operations Associate

Nashville, TN · On-site

$60K - $85K/yr

Operations Associate - Nashville Full Time Nashville, TN About theCompany ... Wilton Re is an industry leader in the life (re)insurance space, specializingin the acquisition of ...

This position will come with benefits, including dental, vision and health insurance. To Apply ... Operations Associate" This position is part of a collective bargaining unit. Jon Ossoff for Senate ...

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Insurance Operations Associate information

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How much do insurance operations associate jobs pay per hour?

As of Aug 6, 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?

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.
More about Insurance Operations Associate jobs
What cities are hiring for Insurance Operations Associate jobs? Cities with the most Insurance Operations Associate job openings:
What are the most commonly searched types of Insurance Operations jobs? The most popular types of Insurance Operations jobs are:
What states have the most Insurance Operations Associate jobs? States with the most job openings for Insurance Operations Associate jobs include:
Infographic showing various Insurance Operations Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Insurance Services Operations Associate

First Command Financial Services, Inc.

Fort Worth, TX • On-site

Full-time

Medical, Life

Re-posted 7 days ago


First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz


Job description


We are looking for team members who understand the importance and the honor to serve our military clients and who:
  • Influence by remaining positive in all circumstances.
  • Adapt quickly to changes.
  • See the "big picture" of all things: personal development and operational opportunities.
  • Have a passion for improving the client/advisor experience.
  • Desire to work in a self-organized team environment, celebrating success and taking accountability for goals and commitments.
  • Deny mediocrity and possess high personal standards.
  • Follow our vision of providing Lifelong Financial Security for Our Nation's Military Families.
  • Live by our core values: Courage, Love & Effectiveness.

How will your role impact First Command?
The Insurance Services Operations Associate is responsible for supporting all insurance business (Life Insurance, Universal Life, Long Term Care, Disability Income and Hybrid Insurance products) from an operational perspective. This entails the processing and input of insurance sales into our database, coordinating with advisors, office staff, our business partners, and other internal departments to ensure data integrity and proper commission payment to the Advisors. Additionally, this role will serve as Tier II to the Customer Service Center to assist with more advanced insurance-related questions as well as research and resolution with Business partners.
What will you be doing?
  • Review and load insurance sales into database while ensuring that all requirements have been met (prior plan recommendation of product, signature pages, etc.).
  • Assist in conducting quality control of processed transactions.
  • Support in managing workloads to meet client needs on a timely basis, collaborate and transition work with team members as volumes fluctuate.
  • Notify and support advisors and office staff to resolve paperwork issues with NIGO's.
  • Research and resolve incorrect commissions from Financial Services with Carrier partners to ensure data integrity and proper payment to Advisors.
  • Work weekly Life insurance, Disability and Lont Term Care reports provided by Business Partners to ensure accuracy of policy data in the database.
  • Support the advisors and office staff by managing the Insurance Operations cases to include any required escalation, research, and resolution with Business Partners and/or other internal departments.
  • Serve as a Tier II for Insurance-related calls that initiate in the call center and require escalation, research, and resolution.
  • Manually issue and terminate insurance policies in the database for products which do not provide data feeds and perform policy maintenance within the system as needed.
  • Review all insurance-related mail received and forward it to the Advisor, and archive and update the database as needed.
  • Assist in organizing condolence packages, carrier, adviosr, and internal department notifications and, quality check and proof Condolence (Death Claim) packets prior to sending to client/ beneficiary.
  • Perform quarterly update of assigned User Guide's for processes performed by Insurance Services Operations Team.

What skills/qualifications do you need?
  • Education
  • College degree preferred (previous work experience considered)

Work Experience
  • Minimum 3 years office experience in a professional business setting (required)
  • Customer Service experience (preferred)

Certifications
  • Life & Health Group I Ins. License (obtained within 60 days of employment)

Knowledge, Skills and Abilities
  • General knowledge of insurance business products (Life Insurance, Universal Life, Long Term Care, Disability Income and Hybrid Insurance products) from (preferred)
  • General knowledge of the financial planning industry (preferred)
  • Execute with a sense of urgency, a drive to make an impact, and a high level of self-confidence and ability to work well in high pressure situations.
  • Ability to foster team environment, maintaining flexibility and willingness to learn new duties and assist others as necessary.
  • Strong verbal and written communication
  • Strong analytical and problem-solving skills
  • Excellent attention to detail
  • Ability to work independently with minimum supervision
  • Proficient with MS office Applications including Word, Excel and Outlook (required)

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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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