Financial Data Specialist Job ID:

157258 Fort Worth, TX 76109 | Onsite

COMPENSATION & SCHEDULE

$22/hr Monday-Friday, 8am-5pm

ROLE IMPACT

Support insurance and brokerage operations by accurately processing policy and client records across multiple systems. This role is highly data-entry focused and requires strong attention to detail, critical thinking, and the ability to manage approximately 60-70 records per day while maintaining data accuracy.

KEY RESPONSIBILITIES

Process and update insurance policy, client, and account records with a high level of accuracy. Review insurance quotes and enter policy, commission, and related information into Excel and internal systems. Export account data from Salesforce to Excel and maintain supporting documents in SharePoint. Verify names, policy values, documents, and other record details before completing transactions. Communicate with internal team members and Field Financial Advisors to obtain missing information and resolve record-processing issues.

MINIMUM QUALIFICATIONS

Strong data entry skills with demonstrated accuracy and attention to detail. Ability to work efficiently across multiple computer systems and process repetitive, high-volume work. Critical thinking and problem-solving skills with the ability to identify and obtain information needed to complete records.

CORE TOOLS & SYSTEMS

Salesforce CRM Microsoft Excel Microsoft SharePoint DOS-based systems

PREFERRED SKILLS

Previous insurance industry experience. Interest in developing a career in insurance operations. Ability to learn new systems, processes, and insurance terminology quickly.

LEGAL NOTICE

Employment is expected to be a 6-month temporary contract. Any future full-time employment opportunity is not guaranteed. Candidates who transition to a full-time role may be required to obtain a Life and Health insurance license. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at: https://www.cornerstonestaffing.com/privacy #FW1234