First Command Financial Services, Inc. · 1 day ago
Manager, Insurance Services Operations
Fort Worth, TX
Full-time
Onsite
Mid, Senior Level
5+ years expFirst Command Financial Services, Inc. is seeking a Manager for their Insurance Services Operations department. The role involves overseeing daily operations, driving business growth, managing a team, and ensuring compliance with regulatory standards while providing guidance and support to associates and advisors.
BankingConsultingCrowdfundingFinancial Services
Responsibilities
Manage team resources and ensure team performance conforms to regulatory requirements and meets department productivity and quality standards
Work collaboratively with management staff to set priorities, monitor activity and ensure completion of work
Perform regular review of teamwork practices to ensure quality and compliance with internal and regulatory standards
Critically think beyond day-to-day operations and analyze a variety of factors and metrics when making decisions for the department
Provide guidance to Insurance Services Operations Associates, Advisors and Office Staff on compliance with product rules, procedures, First Command SOP’s and regulatory requirements related to all transactions processed by the Insurance Services Operations team
Support the development of Associates to ensure their continued growth through the use of training and development, regularly scheduled coaching and feedback and performance evaluations
Identify, research, and communicate Opportunities for Improvement
Responsible for the management of timely and accurate support of all inquiries via mail, phone calls, and the email Inbox
Develop and maintain relationships with key contacts at our Independent Marketing Organizations and Carriers to assist with problem resolution of inforce and pending insurance issues from an Operational standpoint
Qualification
Required
Bachelor's degree in finance, economics, business administration, or related area or equivalent combination of education and experience preferred
3 years coaching, supervising, and managing a small to mid-size team
5 – 10 years of experience Insurance Operations specifically business products including Life Insurance, Universal Life, Long Term Care, Disability Income and Hybrid Insurance products (required)
Customer Service experience (required)
Life & Health Group I Ins. License (required)
Strong communication, interpersonal skills, and time management skills (required)
Preferred
General knowledge of financial planning industry
Problem-solving skills with the ability to analyze trends and identify and communicate problems or concerns
Knowledge of Agile and /or Lean methodology
Desire and ability to contribute within a highly collaborative team setting actively and positively
Curiosity and demonstrated ability to acquire new skills, knowledge, and abilities
Willingness to remain responsive and flexible in a dynamic environment and support team's deliverables
Ability to engage partners internally and externally in a professional and productive manner to maintain a high level of performance and service
Company
First Command Financial Services, Inc.
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
501-1000 employees
H1B Sponsorship
First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (13)
2023 (10)
2022 (9)
2021 (9)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Mark Steffe
President and Chief Executive Officer
Recent News
2025-11-22
24-7 Press Release Newswire
2025-05-08
Company data provided by crunchbase