Life Case Manager: Lead Insurance Casework & Client Success

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) 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.