ZipRecruiter

Log In

1

Insurance Operations Jobs in Texas (NOW HIRING)

PDS Health

Operations Manager

Austin, TX · On-site

$24/hr

In lieu of a valid driver's license and automobile insurance, Operations Manager Trainee must have reliable means of alternate transportation which would allow for required, timely travel to multiple ...

PDS Health

Operations Manager

San Antonio, TX · On-site

$24/hr

In lieu of a valid driver's license and automobile insurance, Operations Manager Trainee must have reliable means of alternate transportation which would allow for required, timely travel to multiple ...

Oshi Health

Manager, Care Operations

Dallas, TX · Remote

$120K - $140K/yr

Deep knowledge of HIPAA, data privacy requirements, and healthcare insurance operations * Flexible ... with scheduling, including availability for evening or weekend oversight when required * Proven ...

New

TEKsystems

Remote Insurance Verification

Houston, TX · Remote

$16 - $20/hr

Insurance Verification - Remote Healthcare Reimbursement Specialist Location: 100% Remote ... Specialty Pharmacy Operations * Healthcare Customer Service * Reimbursement Support * Financial ...

Oshi Health

Manager, Care Operations

San Antonio, TX · Remote

$120K - $140K/yr

Deep knowledge of HIPAA, data privacy requirements, and healthcare insurance operations * Flexible ... with scheduling, including availability for evening or weekend oversight when required * Proven ...

New

Apply Early

Specialty1 Partners

Insurance Coordinator - PRN

Plano, TX · On-site

$22 - $24/hr

We are currently seeking a Dental Insurance Coordinator to join our team and play a crucial role in ensuring smooth insurance operations for our patients. As a vital part of our practice, you will be ...

Specialty1 Partners

Insurance Coordinator - PRN

Plano, TX · On-site

$22 - $24/hr

We are currently seeking a Dental Insurance Coordinator to join our team and play a crucial role in ensuring smooth insurance operations for our patients. As a vital part of our practice, you will be ...

next page

Showing results 1-20

All JobsInsurance Operations JobsInsurance Operations Jobs in Texas

Insurance Operations information

What are the key skills and qualifications needed to thrive in the Insurance Operations position, and why are they important?

To excel in Insurance Operations, you typically need a background in insurance processes, strong analytical abilities, and attention to detail, often supported by a relevant degree or industry certifications such as AINS or CPCU. Familiarity with insurance management systems, claims processing software, and regulatory compliance tools is important. Excellent communication, organizational, and problem-solving skills help individuals collaborate across departments and handle complex tasks. These competencies ensure seamless policy administration, regulatory adherence, and effective service delivery in a dynamic insurance environment.

What are the main responsibilities and daily tasks of someone working in Insurance Operations?

Professionals in Insurance Operations are responsible for overseeing policy administration, managing claims processing, ensuring regulatory compliance, and coordinating workflow between underwriters, agents, and clients. Daily tasks can include reviewing insurance applications, updating policy information, reconciling data, generating reports, and resolving operational issues. The role often involves cross-department collaboration to streamline procedures and improve customer service standards. If you enjoy working in a process-driven environment and contributing to team efficiency, Insurance Operations offers a dynamic and rewarding career path.

What is an Insurance Operations job?

An Insurance Operations job involves managing and optimizing the processes that support an insurance company's daily functions. This includes underwriting, claims processing, policy administration, compliance, and customer service. Professionals in this role ensure efficiency, accuracy, and regulatory adherence in handling policies and claims. They may also work on process improvements, technology integration, and risk management to enhance operational performance. Strong analytical, problem-solving, and communication skills are essential for success in this field.

What are the most commonly searched types of Insurance Operations jobs in Texas? The most popular types of Insurance Operations jobs in Texas are:
What are popular job titles related to Insurance Operations jobs in Texas? For Insurance Operations jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Insurance Operations jobs in Texas look for? The top searched job categories for Insurance Operations jobs in Texas are:
What cities in Texas are hiring for Insurance Operations jobs? Cities in Texas with the most Insurance Operations job openings:
Insurance Operations jobs near you
Infographic showing various Insurance Operations job openings in Texas as of June 2026, with employment types broken down into 1% As Needed, 67% Full Time, 25% Part Time, 6% Contract, and 1% Nights. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Client Service & Operations Associate

WWS FINANCIAL LLC

Austin, TX • Hybrid

$45K - $65K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 5 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.