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Life Insurance Assistant Jobs in Texas (NOW HIRING)

Schreiter Agency

Life Insurance Agent

Dallas, TX · On-site +1

Schreiter Agency is looking for motivated individuals to join our team as Remote Life Insurance ... assist clients with securing benefits Self-motivated, team-oriented , yet able to work ...

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Life Insurance Assistant information

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$12

$18

$27

How much do life insurance assistant jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for life insurance assistant in Texas is $18.95, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $21.49 per hour, depending on experience, location, and employer.

What is a life insurance assistant?

Life Insurance Assistants are administrative professionals who support life insurance agents, brokers, or agencies with various tasks. Their responsibilities often include processing policy applications, handling customer inquiries, maintaining client records, and assisting with claims paperwork. They play a key role in ensuring smooth operations and excellent customer service within a life insurance office. By managing administrative duties, they help licensed agents focus on selling policies and advising clients.

What are the key skills and qualifications needed to thrive as a life insurance assistant, and why are they important?

To thrive as a Life Insurance Assistant, you need a solid understanding of insurance processes, attention to detail, and strong organizational skills, usually supported by a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, document management systems, and office productivity tools is typically required. Exceptional communication, multitasking, and problem-solving abilities help you effectively support agents and clients. These qualities are crucial for ensuring accurate policy processing, efficient client service, and smooth agency operations.

What are some common challenges faced by life insurance assistants, and how can they be managed effectively?

Life Insurance Assistants often juggle multiple administrative tasks, such as processing applications, managing client records, and coordinating with underwriters and agents. One common challenge is ensuring accuracy and compliance with strict regulatory procedures, which can be managed by developing strong attention to detail and following standardized workflows. Additionally, handling sensitive client information requires discretion and excellent communication skills. Staying organized and proactively seeking clarification from team members can help overcome these challenges and contribute to a smooth workflow.

What is the difference between Life Insurance Assistant vs Insurance Agent?

AspectLife Insurance AssistantInsurance Agent
CredentialsTypically no licensing required, but some certifications may be preferredRequires state licensing and insurance certifications
Work EnvironmentOffice-based, supporting insurance sales teamsFieldwork and client meetings, sales-focused
Employer & Industry UsageInsurance companies, brokerages, agenciesIndependent or company-employed, sales-driven

While both roles support the insurance industry, a Life Insurance Assistant primarily handles administrative tasks and supports agents, often without licensing requirements. An Insurance Agent actively sells policies, requires licensing, and interacts directly with clients. The roles differ mainly in responsibilities and licensing needs, but both are essential in the insurance sales process.

What are the most commonly searched types of Life Insurance jobs in Texas?

The most popular types of Life Insurance jobs in Texas are:

What are popular job titles related to Life Insurance Assistant jobs in Texas?

For Life Insurance Assistant jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Life Insurance Assistant jobs in Texas look for?

The top searched job categories for Life Insurance Assistant jobs in Texas are:

What cities in Texas are hiring for Life Insurance Assistant jobs?

Cities in Texas with the most Life Insurance Assistant job openings:

Life Insurance Assistant jobs near you
Infographic showing various Life Insurance Assistant job openings in Texas as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $39,420 per year, or $19 per hour.

Insurance Assistant

USI Holdings Corporation

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 hours ago

Job description

Description and Requirements
General Description: Under general supervision, assist management or underwriting team in service and retention of commercial property and casualty accounts. Responsible for routine tasks and established projects.
Responsibilities:
• Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.
• Verify, invoice, and process insurance policies, endorsements and/or claims.
• Maintain accuracy and completeness of customer database on agency management system.
• Process routine to complex transactions.
• Process and revise draft insurance proposals or quotes.
• Proofread documents for accuracy and completeness.
• Answer incoming calls.
• Open, date stamp, process in-coming mail, and sort outgoing mail.
• Administer claim reports.
• Review expiration lists.
• May issue binders, policies, and endorsements as directed.
• Create and maintain files according to policies and procedures guidelines.
• Prepare or request loss summaries and/or detailed insurance summaries.
• Assist in reconciliation of accounts receivable by account.
Knowledge, Skills and Abilities:
• 1 year + of customer service experience.
• High school diploma or graduate equivalent degree required.
• Experience performing a variety of clerical functions. Includes photocopying, faxing, filing, and data entry.
• Working knowledge of Microsoft Office suite of products.
• Ability to navigate multiple computer systems and applications. Utilize search tools to find information.
• Analytical ability with high attention to detail and accuracy.
• Strong verbal, written, and interpersonal communication skills.
• Strong organizational, multi-tasking, and prioritizing skills.
• Ability to work effectively in a team environment and across all organizational levels.
• Ability to follow policies, procedures, and regulations.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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