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Insurance Operations Jobs in Virginia (NOW HIRING)

PDS Health

Operations Manager Trainee

Fairfax, VA · On-site

$27.75/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 Trainee

Fairfax, VA · On-site

$27.75 - $38.75/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 ...

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All JobsInsurance Operations JobsInsurance Operations Jobs in Virginia

Insurance Operations information

See Virginia salary details

$24.3K

$68.7K

$152.7K

How much do insurance operations jobs pay per year?

As of Jul 26, 2026, the average yearly pay for insurance operations in Virginia is $68,709.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,873.00 and $86,069.00 per year, depending on experience, location, and employer.

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 Virginia? The most popular types of Insurance Operations jobs in Virginia are:
What are popular job titles related to Insurance Operations jobs in Virginia? For Insurance Operations jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Insurance Operations jobs in Virginia look for? The top searched job categories for Insurance Operations jobs in Virginia are:
What cities in Virginia are hiring for Insurance Operations jobs? Cities in Virginia with the most Insurance Operations job openings:
Insurance Operations jobs near you
Infographic showing various Insurance Operations job openings in Virginia as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $68,709 per year, or $33 per hour.
Investment & Insurance Operations Associate

Investment & Insurance Operations Associate

Claire Myers Consulting

Richmond, VA

Full-time

Posted 23 days ago

Job description

Position Overview:


Our client is seeking a highly organized and proactive Investment & Insurance Operations Associate to support the day-to-day execution of both investment and insurance operations. This person will play a critical role in ensuring client accounts, insurance cases, and operational workflows are handled with accuracy, urgency, and a high level of client service.


The ideal candidate is detail-oriented, operationally strong, proactive, and comfortable managing multiple moving pieces in a fast-paced environment.


Key Responsibilities:


Investment & Insurance Operations:


  •  Manage investment and insurance new business from submission through completion 
  •  Prepare and submit account paperwork with a high level of accuracy 
  •  Process account openings, transfers, rollovers, contributions, withdrawals, and other client transactions 
  •  Track cases across custodians and internal systems to ensure timely execution 
  •  Coordinate with custodians, carriers, and internal team members throughout the process 



Insurance Operations & Case Management:


  •  Process insurance applications from underwriting through policy delivery 
  •  Coordinate medical exams and gather underwriting requirements 
  •  Monitor case progress and proactively follow up on outstanding items 
  •  Support ongoing policy servicing including beneficiary updates, loans, payments, and policy changes 



Client Service & Advisor Support:


  •  Serve as a point of contact for operational and service-related client requests 
  •  Communicate professionally with clients, advisors, and external partners 
  •  Support advisors by preparing materials and ensuring operational readiness 
  •  Help deliver a seamless, high-touch client experience 



Operations & Process Improvement:


  •  Maintain accurate CRM and operational records 
  •  Ensure workflows stay organized and nothing falls through the cracks 
  •  Identify inefficiencies and help improve operational processes 
  •  Assist in building scalable systems to support the firm’s continued growth 



Qualifications:


  •  Experience within financial services, wealth management, insurance, or investment operations preferred 
  •  Strong attention to detail and organizational skills 
  •  Ability to manage multiple priorities in a fast-paced environment 
  •  Strong communication and problem-solving abilities 
  •  Experience working with CRM systems and operational platforms 
  •  Licenses: Life & Health Insurance and/or Series 6 or 7 required 



What Makes Someone Successful in This Role:


  •  Strong sense of ownership and accountability 
  •  Proactive and resourceful mindset 
  •  Ability to anticipate needs and solve problems independently 
  •  Team-oriented with a strong work ethic 
  •  Adaptable and comfortable in a fast-moving environment 
  •  Eagerness to learn and grow professionally