Insurance & Portal Support Specialist I

SilkRoad; Fort Worth (TX); Hybrid; USD 42,000 - 60,000; Full time

Job summary

First Command is seeking a Client Solutions Specialist I to respond to inbound calls about insurance products and guide clients through First Command’s web portal. The role emphasizes high ethical standards and client-centric service, with opportunities to collaborate on process improvements.

The ideal candidate has a Bachelor’s degree or equivalent experience, 1+ year in brokerage/insurance and call center settings, and may need to obtain a Life & Health Insurance license within 180 days.

Qualifications

• Bachelor’s degree or equivalent work experience preferred.
• 1+ years of brokerage or insurance industry or equivalent experience preferred.
• 1+ years of contact center experience preferred.
• Life & Health Insurance License required and/or must be obtained within 180 days from licensing start date.

Responsibilities

• Respond to inbound calls related to insurance products and First Command’s web portal.
• Provide product knowledge support and assist with paperwork and regulatory requirements.
• Navigate and educate clients and advisors about forms, policies, and procedures.
• Collaborate with cross-functional teams to resolve client issues and questions.
• Document details of all client and advisor interactions accurately.
• Monitor service requests and provide status updates to clients.

Skills

Client focus

Communication skills

Time management

Analytical thinking

Education

Bachelor’s degree or equivalent

Job description

First Command is seeking a Client Solutions Specialist I to respond to inbound calls about insurance products and guide clients through First Command’s web portal. The role emphasizes high ethical standards and client-centric service, with opportunities to collaborate on process improvements.

The ideal candidate has a Bachelor’s degree or equivalent experience, 1+ year in brokerage/insurance and call center settings, and may need to obtain a Life & Health Insurance license within 180 days.