Insurance & Portal Support Specialist I

First Command Financial Services, Inc.; Fort Worth (TX); Hybrid; USD 45,000 - 65,000; Full time

Job summary

First Command Financial Services, Inc. is seeking a Client Solutions Specialist I to support clients, employees, and field partners, primarily handling inbound calls about insurance products and our web portal.

The role requires knowledge of insurance products and regulatory rules, strong client service and communication skills, and the ability to juggle priorities in a fast-paced environment. The candidate should have a Life & Health Insurance License or be eligible to obtain one within 180

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

• Assist clients and advisors with web portal navigation and account information updates.
• Assist clients and advisors with insurance product inquiries and policy education.
• Collaborate with cross-functional teams to resolve client concerns.
• Document details of all client and advisor interactions and follow up as needed.

Skills

Client focus

Integrity

Time management

Communication

Problem solving

Cross-functional collaboration

Education

Bachelor's degree or equivalent work experience

Job description

First Command Financial Services, Inc. is seeking a Client Solutions Specialist I to support clients, employees, and field partners, primarily handling inbound calls about insurance products and our web portal.

The role requires knowledge of insurance products and regulatory rules, strong client service and communication skills, and the ability to juggle priorities in a fast-paced environment. The candidate should have a Life & Health Insurance License or be eligible to obtain one within 180