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Insurance Operations Jobs in Minneapolis, MN (NOW HIRING)

Northwestern Mutual

Operations Associate

Edina, MN · On-site

Insurance Operations & Underwriting Support * Manage the full lifecycle of insurance applications, from submission through underwriting and policy delivery * Review insurance applications ...

Northwestern Mutual

Operations Associate

Edina, MN · On-site

$65K - $75K/yr

Insurance Operations & Underwriting Support * Manage the full lifecycle of insurance applications, from submission through underwriting and policy delivery * Review insurance applications ...

Northwestern Mutual

Operations Associate

Edina, MN · Hybrid

Insurance Operations & Underwriting Support * Manage the full lifecycle of insurance applications, from submission through underwriting and policy delivery * Review insurance applications ...

PDS Health

Operations Manager

Blaine, MN · On-site

$29.25/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

Saint Paul, MN · On-site

$29.25/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 ...

Berkley

WC Claims Associate

Saint Paul, MN

$45K - $52K/yr

Berkley Risk is focused on providing self-insured entities program administration services and insurance operations which can include taking or sharing risk using Berkley paper. This capability ...

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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 Minneapolis, MN? The most popular types of Insurance Operations jobs in Minneapolis, MN are:
What are popular job titles related to Insurance Operations jobs in Minneapolis, MN? For Insurance Operations jobs in Minneapolis, MN, the most frequently searched job titles are:
What job categories do people searching Insurance Operations jobs in Minneapolis, MN look for? The top searched job categories for Insurance Operations jobs in Minneapolis, MN are:
What cities near Minneapolis, MN are hiring for Insurance Operations jobs? Cities near Minneapolis, MN with the most Insurance Operations job openings:
Insurance Operations jobs near you
Infographic showing various Insurance Operations job openings in Minneapolis, MN as of July 2026, with employment types broken down into 100% Full Time. Highlights an 82% In-person, and 18% Remote job distribution.
Operations Associate

Operations Associate

Northwestern Mutual

Minneapolis, MN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

160th of 298 rated insurance

Job description

Salary: $65,000-$75,000 depending on qualifications

Itasca Wealth is an established wealth management firm that helps our clients realize their financial objectives by understanding their goals and creating a comprehensive strategy to help them achieve them. We build trusting and impactful relationships with our clients, communicate comprehensive planning with simplicity, and inspire & guide them through lifelong financial security.


The Operations Associate plays a critical role in delivering a seamless client experience by supporting both investment and insurance operations. This position is responsible for managing client accounts, processing financial transactions, and overseeing insurance applications while ensuring accuracy, compliance, and operational efficiency. Acting as a key liaison between advisors, clients, and home office partners, this individual helps drive workflow improvements and supports the full lifecycle of client service and account management.


Responsibilities include, but are not limited to:

  • Investment & Advisory Operations
    • Prepare and process paperwork for investment and advisory accounts, including new account setup, rollovers, and asset transfers
    • Monitor account funding, transfers, and transactions to ensure timely completion and accuracy
    • Execute retirement account rollovers and process client contributions, withdrawals, and redemptions
    • Maintain and update CRM systems with detailed client records, notes, and task tracking
    • Generate investment performance reports using tools such as Envestnet, Morningstar, and NMCIR
    • Assist with proposal updates, account reviews, and ongoing portfolio maintenance
    • Respond to home office inquiries and ensure compliance with operational and regulatory requirements
  • Insurance Operations & Underwriting Support
    • Manage the full lifecycle of insurance applications, from submission through underwriting and policy delivery
    • Review insurance applications, conversions, and policy changes for completeness and accuracy
    • Coordinate underwriting requirements, including medical and paramedical exams
    • Process non-securities insurance transactions such as policy changes, additional purchase benefits (APBs), and term conversions
    • Monitor case status and proactively follow up on outstanding requirements to ensure timely processing
    • Prepare insurance summaries, illustrations, and case materials for client meetings and reviews
  • Client Service & Relationship Management
    • Serve as a primary point of contact for client service needs across investment and insurance products
    • Respond to client inquiries related to account balances, policy details, and service requests
    • Process client requests including address updates, payment changes, loan requests, and policy servicing
    • Communicate proactively with clients regarding account status, funding issues, or underwriting requirements
    • Support advisors by preparing client meeting materials, agendas, and review documentation


Qualifications:

  • Life, Accident, and Health Insurance License (or must obtain within first 90 days of employment)
  • FINRA Series 6 & 63 (or ability to obtain)
  • Experience in financial services, wealth management, or insurance operations preferred
  • Strong administrative, organizational, and multitasking abilities in a fast-paced environment
  • Excellent attention to detail with a high degree of accuracy
  • Effective communication and client service skills
  • Ability to work independently and collaboratively across teams
  • Proficiency with Microsoft Office and CRM systems


Benefits:

  • Group health, dental and vision insurance plan with employer subsidy
  • Employer sponsored retirement plan with match
  • Employer paid short and long-term disability
  • PTO & Holidays


Itasca Wealth Advisors is a marketing name for doing business as representatives of Northwestern Mutual. Itasca Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

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Get the full story on Breakroom

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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