Life Case Manager

Kestra Holdings; Shakopee (MN); On-site; USD 60,000 - 65,000; Full time

Job summary

Comprehensive Brokerage Services (CBS) in Shakopee, MN is seeking a Brokerage Case Manager to oversee life insurance applications from submission to policy issue and ensure clear communication among advisors, carriers, and clients.

You'll manage case progress, resolve requirements with underwriters, and provide proactive updates while upholding regulatory standards. Ideal candidates have 2+ years in life case management and strong organizational and communication skills.

Qualifications

• 2+ years of experience in life case management and/or 1+ year in brokerage operations.
• Associate's degree preferred not required.
• Prior experience in life insurance, financial services, or case management preferred.
• Strong organizational skills and attention to detail.
• Excellent communication and relationship-building abilities.
• Ability to thrive in a fast-paced, deadline-driven environment.

Responsibilities

• Manage life insurance applications and track case progress
• Communicate with carriers, underwriters, and advisors to resolve requirements
• Provide proactive updates to agents and clients
• Ensure compliance with industry regulations and company standards
• Deliver outstanding customer service and support

Skills

Case management

Life insurance knowledge

Communication skills

Education

Associate's degree

Job description

Comprehensive Brokerage Services (CBS) is a Brokerage General Agency (BGA) specializing in life insurance and related financial products. CBS offers enhanced services to meet the insurance needs of independent financial professionals and their clients. CBS is owned by Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact. We are a dynamic brokerage general agency specializing in life insurance solutions. Our mission is to support independent advisors and clients by delivering exceptional case management and service. We thrive on teamwork, efficiency, and building lasting relationships with carriers and agents.

As aBrokerage Case Manager, you will be the backbone of our new business operations. You'll oversee life insurance applications from submission to policy issue, ensuring smooth communication between advisors, carriers, and clients. This role is ideal for someone who enjoys organization, problem-solving, and being the trusted point of contact in the insurance process.

What you’ll Do:

• Manage life insurance applications and track case progress
• Communicate with carriers, underwriters, and advisors to resolve requirements
• Provide proactive updates to agents and clients
• Ensure compliance with industry regulations and company standards
• Deliver outstanding customer service and support

What You Bring:

• 2+ years of experience in life case management and/or 1+ year in brokerage operations
• Associate's degree preferred not required
• Prior experience in life insurance, financial services, or case management preferred
• Strong organizational skills and attention to detail
• Excellent communication and relationship-building abilities
• Ability to thrive in a fast-paced, deadline-driven environment

Compensation: Salary range for new hires is generally $60,000.00 - $65,000.00 for Shakopee, MN. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus.