Life & Health Insurance Operations Supervisor

Position Overview

CornerStone Professional Placement is seeking a Life & Health Insurance Operations Supervisor for a direct hire opportunity with a highly regarded financial services firm in Fort Worth. This role is ideal for a seasoned insurance operations leader who thrives in process-driven environments and excels in mentoring, coaching, and holding teams accountable to service standards. You will oversee the day-to-day operations of a high-performing insurance services team and act as the operational bridge between field advisors and insurance carriers.

Key Responsibilities

• Oversee transactional processing and policy maintenance (e.g., change of agent forms, backend policy updates).
• Manage research and escalation efforts, including verifying policy status, resolving payment issues, and identifying paid-up or terminated policies.
• Provide condolence and claims support by coordinating outreach, verifying policies/beneficiaries, and ensuring the timely delivery of claims packages.
• Serve as the operational bridge between field advisors and insurance carriers to guide the team through carrier requirements and uphold high service standards.

Required Qualifications

• Bachelor’s degree in finance, economics, business administration, or related field (or equivalent experience).
• 3+ years of experience leading and managing small to mid-sized teams.
• 5–10 years of experience in Insurance Operations (experience in Life, LTC, Disability Income, Hybrid products required).
• Life & Health Group I Insurance License (required).
• Strong communication and relationship-building skills.
• Proven customer service experience with a focus on escalations and conflict resolution.
• Analytical problem-solving skills and a track record of implementing operational improvements.
• Experience with Agile or Lean environments is a plus.
• Ability to perform under pressure and manage competing priorities.

Benefits & Perks

• Compensation: Salary: $80k-$87k/yr + bonus opportunities
• Employment Type: Direct Hire
• Schedule: Hybrid; Tuesday–Thursday on-site, Monday/Friday WFH
• Location: Fort Worth, TX
• Comprehensive full benefits package