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Financial Data Specialist
Financial Data SpecialistCornerStone Staffing • Fort Worth, Texas, United States
Financial Data Specialist

Financial Data Specialist

CornerStone Staffing • Fort Worth, Texas, United States
[job_card.1_day_ago]
[job_preview.job_type]
  • [job_card.permanent]
[job_card.job_description]

Financial Data Specialist

Fort Worth, TX 76109 | Onsite

COMPENSATION & SCHEDULE

  • $22 / hr (Depending on Experience)
  • Monday–Friday, 8am–5pm
  • W2, Temp until June. Potential to turn permanent

ROLE IMPACT

Join a fast-paced insurance operations team as a Financial Data Specialist, playing a vital role in maintaining accuracy across client records and policy data. You'll serve as a key administrative resource, ensuring financial advisors receive the operational support needed to serve policyholders efficiently and accurately.

KEY RESPONSIBILITIES

  • Perform high-volume data entry of insurance quotes, values, and customer information across multiple platforms
  • Communicate with internal departments and field financial advisors regarding insurance submissions
  • Export and manipulate Salesforce records in Excel for reporting and commission entry
  • Accurately maintain and upload documentation in SharePoint for audit and compliance
  • Work through an average of 60–70 records per day with a strong focus on detail and accuracy

    • MINIMUM QUALIFICATIONS

  • Must have past financial experience
  • 1+ year experience in data entry, administrative support, or related office role
  • Prior exposure to insurance operations or strong interest in the insurance industry
  • Demonstrated critical thinking and problem-solving abilities
  • Must be able to pass background check, drug screen, clerical testing, and soft credit check

    • CORE TOOLS & SYSTEMS

  • Salesforce (CRM)
  • Excel (reporting, commission tracking)
  • SharePoint (document management)
  • DOS System
  • Microsoft Word

    • PREFERRED SKILLS

  • Life & Health license (or willingness to obtain upon FTE conversion)
  • Prior experience in financial services or insurance support
  • High attention to detail with low error tolerance

    • LEGAL NOTICE

    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

    #FW123

    / >

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