What are the responsibilities and job description for the Financial Data Specialist position at CornerStone Staffing?
Financial Data Specialist
Fort Worth, TX 76109 | Onsite
COMPENSATION & SCHEDULE
• $22/hr (Depending on Experience)
• Monday–Friday, 8am–5pm
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
• 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