First Command Financial Services, Inc. · 5 hours ago
Insurance Services Operations Associate
Fort Worth, TX
Full-time
Hybrid
Mid Level
3+ years expFirst Command Financial Services, Inc. is dedicated to serving military clients and is seeking an Insurance Services Operations Associate. This role is responsible for supporting all insurance business operations, ensuring data integrity, and assisting with advanced insurance-related inquiries.
BankingConsultingCrowdfundingFinancial Services
Responsibilities
Review and load insurance sales into database while ensuring that all requirements have been met (prior plan recommendation of product, signature pages, etc.)
Assist in conducting quality control of processed transactions
Support in managing workloads to meet client needs on a timely basis, collaborate and transition work with team members as volumes fluctuate
Notify and support advisors and office staff to resolve paperwork issues with NIGO’s
Research and resolve incorrect commissions from Financial Services with Carrier partners to ensure data integrity and proper payment to Advisors
Work weekly Life insurance, Disability and Long Term Care reports provided by Business Partners to ensure accuracy of policy data in the database
Support the advisors and office staff by managing the Insurance Operations cases to include any required escalation, research, and resolution with Business Partners and/or other internal departments
Serve as a Tier II for Insurance-related calls that initiate in the call center and require escalation, research, and resolution
Manually issue and terminate insurance policies in the database for products which do not provide data feeds and perform policy maintenance within the system as needed
Review all insurance-related mail received and forward it to the Advisor, and archive and update the database as needed
Assist in organizing condolence packages, carrier, advisor, and internal department notifications and, quality check and proof Condolence (Death Claim) packets prior to sending to client/beneficiary
Perform quarterly update of assigned User Guide’s for processes performed by Insurance Services Operations Team
Qualification
Required
Minimum 3 years office experience in a professional business setting
Life & Health Group I Ins. License (obtained within 60 days of employment)
Proficient with MS office Applications including Word, Excel and Outlook
Preferred
College degree preferred (previous work experience considered)
Customer Service experience
General knowledge of insurance business products (Life Insurance, Universal Life, Long Term Care, Disability Income and Hybrid Insurance products)
General knowledge of the financial planning industry
Company
First Command Financial Services, Inc.
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Steffe
President and Chief Executive Officer
Recent News
2025-11-22
24-7 Press Release Newswire
2025-05-08
Company data provided by crunchbase