Insurance Solutions Specialist — Client Support

First-Command-Financial-Services; Fort Worth (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

First Command Financial Services is seeking a Client Solutions Specialist I to support clients, employees, and field partners. The role focuses on inbound calls about insurance products and the web portal, requiring a consultative approach that aligns with regulatory policies.

The position emphasizes client-centric service, integrity, and the ability to manage priorities in a fast-paced environment while leveraging product knowledge and collaboration across teams.

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 web portal.
• Provide superior client service and resolve issues in a cordial manner.
• Navigate clients and advisors through the First Command web portal and account information updates.
• Collaborate with cross-functional teams to resolve client concerns and improve processes.
• Document all client and advisor interactions thoroughly.

Skills

Customer service

Communication skills

Problem solving

Time management

Ethical standards

Education

Bachelor’s degree or related experience

Job description

First Command Financial Services is seeking a Client Solutions Specialist I to support clients, employees, and field partners. The role focuses on inbound calls about insurance products and the web portal, requiring a consultative approach that aligns with regulatory policies.

The position emphasizes client-centric service, integrity, and the ability to manage priorities in a fast-paced environment while leveraging product knowledge and collaboration across teams.