Brokerage Insurance Operations Specialist

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 [email protected] and call 817-635-0500 ext. 162 for immediate consideration.

Apply Job!