VP Member Business Services

First Command Financial Services, Inc.; Fort Worth (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial services company in Fort Worth, Texas, is seeking an Insurance Services Operations Associate to support insurance operations for military clients. This role involves processing insurance sales, managing workloads, and assisting with complex inquiries. Ideal candidates have at least 3 years of office experience, strong communication skills, and familiarity with MS Office applications. A college degree is preferred, and a Life & Health Group I Ins. License must be obtained within 60 days of hire.

Qualifications

• Minimum 3 years office experience required.
• Customer service experience preferred.
• Life & Health Group I Ins. License obtained within 60 days of employment.

Responsibilities

• Process and input insurance sales into database accurately.
• Conduct quality control of processed transactions.
• Manage workloads to meet client needs in a timely manner.
• Research and resolve incorrect commissions with Carrier partners.
• Assist advisors by managing Insurance Operations cases.

Skills

Positive influence

Ability to adapt quickly

Passion for improving client experience

Strong verbal and written communication

Analytical and problem-solving skills

Attention to detail

Ability to work independently

Education

College degree preferred

Tools

MS Office Applications (Word, Excel, Outlook)

Job description

We are looking for team members who understand the importance and the honor to serve our military clients and who:

• Influence by remaining positive in all circumstances.
• Adapt quickly to changes.
• See the “big picture” of all things: personal development and operational opportunities.
• Have a passion for improving the client/advisor experience.
• Desire to work in a self-organized team environment, celebrating success and taking accountability for goals and commitments.
• Deny mediocrity and possess high personal standards.
• Follow our vision of providing Lifelong Financial Security for Our Nation’s Military Families.
• Live by our core values: Courage, Love & Effectiveness.

How will your role impact First Command?

The Insurance Services Operations Associate is responsible for supporting all insurance business (Life Insurance, Universal Life, Long Term Care, Disability Income and Hybrid Insurance products) from an operational perspective. This entails the processing and input of insurance sales into our database, coordinating with advisors, office staff, our business partners, and other internal departments to ensure data integrity and proper commission payment to the Advisors. Additionally, this role will serve as Tier II to the Customer Service Center to assist with more advanced insurance‑related questions as well as research and resolution with Business partners.

What will you be doing?

• 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.

What skills/qualifications do you need?

• Education
• College degree preferred (previous work experience considered)

Work Experience

• Minimum 3 years office experience in a professional business setting (required)
• Customer Service experience (preferred)

Certifications

• Life & Health Group I Ins. License (obtained within 60 days of employment)

Knowledge, Skills and Abilities

• General knowledge of insurance business products (Life Insurance, Universal Life, Long Term Care, Disability Income and Hybrid Insurance products) from (preferred)
• General knowledge of the financial planning industry (preferred)
• Execute with a sense of urgency, a drive to make an impact, and a high level of self-confidence and ability to work well in high pressure situations.
• Ability to foster team environment, maintaining flexibility and willingness to learn new duties and assist others as necessary.
• Strong verbal and written communication
• Strong analytical and problem‑solving skills
• Excellent attention to detail
• Ability to work independently with minimum supervision
• Proficient with MS office Applications including Word, Excel and Outlook (required)