Job Description
Job Title: Brokerage Insurance Operations Specialist
Location: Fort Worth, TX
CornerStone Professional Placement is seeking a Brokerage Insurance Operations Specialist to act as a liaison for financial advisors and their clients regarding Life Insurance, Universal Life, Long-Term Care, Disability Income, and Hybrid Insurance products. This role will serve as a key resource for policy inquiries, problem resolution, and claims processing, including supporting bereaved clients in filing death claims by assisting with paperwork and coordinating with insurance carriers.
Responsibilities:
Β Process and input insurance sales into company systems
Β Ensure data integrity and accurate commission payments to Advisors
Β Provide Tier II support for insurance-related inquiries
Β Escalate policy issues with Carriers, Business Partners, and Product Managers
Β Coordinate with Field Advisors for policy problem resolution
Β Prepare death claim paperwork and condolence packages on behalf of First Command
Requirements:
Β 4-5 years of Insurance Operations experience (required)
Β 4+ years in a professional office setting (required)
Β Life & Health Group I Insurance License (required)
Β Strong analytical, communication, and time management skills
Β Proficiency in MS Office and insurance-related technology systems
Compensation and Benefits:
Β Employment Type: Direct Hire
Β Schedule: Monday-Friday, 8 AM - 5 PM
Β Location: On-site training (first 30 days), then hybrid schedule (Monday/Friday WFH)
Β Salary: Competitive, based on experience
Benefits:
Β PTO (sick/vacation)
Β ESOP Contribution
Β 2 Days Volunteer PTO
Β Tuition Reimbursement
Β Covered Parking
Β Free Financial Planning
Β On-Site Fitness Center (exercise classes & discounted personal training)
Β Health Savings Account Contributions
Β Medical Concierge Service
Β Charitable Services & Volunteer Opportunities
Β Career Development & Training Programs
Β Employee Recognition Programs & Social Events
If you have a strong background in insurance operations and are looking for an opportunity with career growth, excellent benefits, and work-life balance, apply today!
Send your resume to Allison Harrison at [email protected] and call 817-635-0500 ext. 162 for immediate consideration.
Apply Now