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Insurance Operations Associate Jobs (NOW HIRING)

Job Title: Operations Associate The Role: Our site in Hillsboro, OR is seeking an Operations ... Excellent health, dental and vision insurance packages to fit your needs * Education assistance to ...

... Associate to support our growing team. This role is ideal for someone who thrives in a fast-paced ... Prior experience in insurance operations, agency services, or licensing. * Proficiency in ...

As a Financial Operations Associate, you will play a critical role in supporting Pacific Life'sannuityandlife insurance businessby reviewing, analyzing, and processing financial and policy-related ...

New

Operations Associate

Oklahoma City, OK ยท On-site

$12 - $15/hr

Job Title: Full-Time/Part Time Operations Associate Location: Distribution Center, 560 E Memorial ... Health Insurance * Dental and Vision Insurance * 401K Plan * Paid Time Off * Flexible Schedules ...

Job Title: Operations Associate The Role: Our site in Hillsboro, OR is seeking an Operations ... Excellent health, dental and vision insurance packages to fit your needs * Education assistance to ...

Operations Associate

Memphis, TN ยท On-site

$20/hr

We are hiring entry-level Operations Associates for several of our teams. As an Operations ... Health, Dental, and Vision insurance * Paid Vacation and Sick Leave * 401(k) with company match

Operations Associate

Langhorne, PA ยท On-site

$52K - $65K/yr

As an Operations Associate, you will play a key role in coordinating freight movements ... Health insurance. * Life insurance. * 401(k) retirement plan. * Paid vacation. Why Join Us? Become ...

We are seeking an Operations Associate to join our team. We have a people first, fast paced ... insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our ...

The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a ... Key Responsibilities: ยท Prepare and process paperwork for insurance, investment, and advisory ...

Job Title: Operations Associate The Role: Our site in Hillsboro, OR is seeking an Operations ... Excellent health, dental and vision insurance packages to fit your needs * Education assistance to ...

Operations Associate Reports to: Operations Supervisor Salary Range: $18.55 - $19.06 FLSA Status ... Health Insurance: Medical coverage through Blue Cross and Blue Shield of Illinois (HMO or PPO ...

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Insurance Operations Associate information

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$53

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.

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Re-posted 9 days ago


Job description

Job Title: Operations Associate โ€“ Wealth Management

Company: Integrative Wealth Advisors, Northwestern Mutual

Location: Vernon Hills, IL

Employment Type: Full Time

Position Overview: The Operations Associate plays a critical role in supporting the day-to-day administrative and operational functions of a fast-paced wealth management team. This individual ensures a seamless client experience by managing account paperwork, processing transactions, and maintaining accurate records. The ideal candidate is detail-oriented, organized, and thrives in a structured, process-driven environment.

Key Responsibilities:

  • Prepare, review, and submit new account paperwork, ensuring accuracy and completeness
  • Facilitate account openings across investment and insurance platforms ย 
  • Process client transactions including transfers, rollovers, distributions, and beneficiary updates ย 
  • Monitor and track the status of account applications and transfers, following up as needed ย 
  • Maintain organized and compliant client records and documentation ย 
  • Coordinate with custodians, internal departments, and external partners to resolve operational issues ย 
  • Ensure all activities comply with firm policies, regulatory requirements, and industry standards ย 
  • Assist advisors and team members with administrative and operational tasks ย 
  • Identify opportunities to improve processes and enhance efficiency

Qualifications: ย 

  • Bachelorโ€™s degree preferred (Finance, Business, or related field a plus)ย 
  • 1โ€“3 years of experience in financial services, operations, or administrative support preferredย 
  • Strong attention to detail and accuracy ย 
  • Excellent organizational and time-management skills ย 
  • Ability to handle multiple tasks and prioritize effectively in a deadline-driven environment ย 
  • Strong communication and problem-solving skills ย 
  • Proficiency in Microsoft Oice (Excel, Word, Outlook);ย CRM experience is a plus

Preferred Skills: ย 

  • Familiarity with account opening procedures and transfer processes (ACATs, rollovers, etc.) ย 
  • Understanding of basic investment and insurance products ย 
  • Experience working with custodial platforms What We Offer: ย 
  • Competitive compensation and benefits package ย 
  • Opportunities for professional development and growth ย 
  • Collaborative and supportive team environment ย 
  • Exposure to wealth management operations and client service

Benefits: $55,000-$65,000 depending on experience and licensing plus benefits