What are the responsibilities and job description for the Brokerage Insurance Operations Specialist position at CornerStone Professional Placement?
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:
- Process and input insurance sales into company systems
- Ensure data integrity and accurate commission payments to Advisors
- Provide Tier II support for insurance-related inquiries
- Escalate policy issues with Carriers, Business Partners, and Product Managers
- Coordinate with Field Advisors for policy problem resolution
- Prepare death claim paperwork and condolence packages on behalf of First Command
Requirements:
- 4-5 years of Insurance Operations experience (required)
- 4 years in a professional office setting (required)
- Life & Health Group I Insurance License (required)
- Strong analytical, communication, and time management skills
- Proficiency in MS Office and insurance-related technology systems
Compensation and Benefits:
- Employment Type: Direct Hire
- Schedule: Monday-Friday, 8 AM - 5 PM
- Location: On-site training (first 30 days), then hybrid schedule (Monday/Friday WFH)
- Salary: Competitive, based on experience
Benefits:
- PTO (sick/vacation)
- ESOP Contribution
- 2 Days Volunteer PTO
- Tuition Reimbursement
- Covered Parking
- Free Financial Planning
- On-Site Fitness Center (exercise classes & discounted personal training)
- Health Savings Account Contributions
- Medical Concierge Service
- Charitable Services & Volunteer Opportunities
- Career Development & Training Programs
- 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 allisonh@cornerstonestaffing.com and call 817-635-0500 ext. 162 for immediate consideration.
Salary : $48,000 - $75,000
