Insurance and Brokerage Operations Associate jobs in United States
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First Command Financial Services, Inc. · 11 hours ago

Insurance and Brokerage Operations Associate

positionFort Worth, TX
timeFull-time
remoteHybrid
seniorityEntry Level
date1+ years exp

First Command Financial Services, Inc. is dedicated to serving military clients and is seeking an Insurance and Brokerage Operations Associate. This role supports day-to-day operational activities by managing and completing various case types, ensuring data accuracy, and collaborating with internal teams to enhance client/advisor experiences.

BankingConsultingCrowdfundingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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 requests for statements
Work weekly returned mail queues to ensure accuracy of client data in the database
Support the advisors and office staff by managing the Operations cases to include any required escalation, research, and resolution with Business Partners and/or other internal departments
Manually process advisor updates for products (insurance or investments) which do not provide data feeds and perform policy maintenance within the system as needed
Review mail received, archive and update applicable databases as needed
Perform quarterly update of assigned User Guide’s for processes performed by Insurance Services Operations Team

Qualification

MS Office ApplicationsInsurance knowledgeFinancial planning knowledgeAnalytical skillsProblem-solving skillsCustomer serviceCommunication skillsAttention to detailTeamworkAdaptability

Required

Minimum 1 year's office experience in a professional business setting
Proficiency with MS office Applications including Word, Excel and Outlook

Preferred

College degree
Customer Service experience
General knowledge of insurance and investment products
General knowledge of the financial planning industry

Company

First Command Financial Services, Inc.

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First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
dateFounded in 1958
location
Fort Worth, Texas, USA
people-size501-1000 employees
web-link
http://www.firstcommand.com

H1B Sponsorship

First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (13)
2023 (10)
2022 (9)
2021 (9)
2020 (6)

Funding

Current Stage
Late Stage

Leadership Team

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Mark Steffe
President and Chief Executive Officer
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Recent News

Morningstar.com
First Command Provides $10 Million in Support During Shutdown
2025-11-22
24-7 Press Release Newswire
Marquis Who's Who Honors Aaron McKeen for Expertise in Financial Services
2025-05-08
First Command Will Cover Federal Pay in Event of Government Shutdown
2024-03-08
Company data provided by crunchbase