Life Insurance Case Management Associate

Cetera Financial Group; Dallas (TX); On-site; USD 30,000 - 40,000; Full time

Job summary

NFG Brokerage, an affiliate of Cetera Financial Group, seeks an Insurance Case Management Associate to support financial professionals through the entire new business process, from application submission to policy issuance and placement.

The role serves as a primary liaison between financial professionals, carriers, and internal departments, tracking case progress, resolving requirements, and maintaining accuracy in a fast-paced environment.

Qualifications

• Exceptional customer service and communication abilities.
• Experience in financial services preferred.
• Highly organized with strong attention to detail.
• Able to manage multiple priorities in a fast-paced environment.
• Self-motivated, works well independently and in a team.

Responsibilities

• Primary contact between financial professional and carrier through the insurance new business process.
• Review applications for accuracy and regulatory compliance, including licensing.
• Coordinate with carriers and professionals to track progress and ensure timely issue of policy.
• Proactively communicate case status updates to professionals.
• Maintain detailed case notes in applicable systems.
• Provide guidance on best practices for submitting new business.
• Support initiatives to improve efficiency and advisor experience.
• Perform additional duties as assigned.

Skills

Customer service

Communication skills

Problem solving

Multi-tasking

Attention to detail

Team collaboration

Adaptability

Self-motivation

Tools

SmartOffice

Job description

At NFG Brokerage, an affiliate of Cetera Financial Group, we approach the competitive financial marketplace with tenacity, sincerity, and a deep commitment to excellence. Our team embodies these values across multiple business channels—driving growth by building lasting relationships with financial professionals. NFG is committed to delivering exceptional customer service, and our team members are highly motivated, empathetic, and passionate about people. We are driven to go above and beyond to ensure that our customers stay satisfied and connected.

Position Overview:

NFG is currently seeking to add an Insurance Case Management Associate to our growing team. This role is responsible for supporting financial professionals through every stage of the new business process, ensuring a seamless and efficient experience from application submission to policy issue and placement.

The Insurance Case Management Associate serves as a critical link between financial professionals, carriers, and internal departments, providing timely updates, resolving processing challenges and underwriting requirements, and maintaining a high level of accuracy and professionalism throughout the process. This position requires strong attention to detail, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment. The ideal candidate will have experience in new business processing, case management, or related roles within financial services, and a passion for delivering exceptional service. The role will regularly interact with numerous departments including Regional Sales Teams, Contracting, and Operations.

Key Responsibilities:

• Serve as the primary point of contact between the financial professional and the carrier throughout the insurance new business process.
• Review incoming insurance applications for accuracy, completeness, and compliance with carrier and regulatory requirements, such as licensing. Our department processes and provides full case management of life insurance, disability income, and long term care insurance applications.
• Coordinate with the insurance carriers and financial professional to track case progress, resolve pending requirements, and ensure timely issue and delivery of the policy from start to finish.
• Proactively communicate case status updates to financial professionals.
• Identify and resolve processing delays, ensuring each case meets our service and quality standards.
• Maintain detailed case notes and documentation in applicable systems to ensure transparency and continuity.
• Provide guidance to financial professionals on best practices for submitting new business and preventing avoidable delays.
• Support department initiatives to improve efficiency, accuracy, and advisor experience.
• Perform additional duties assigned.

Experience Required:

• Exceptional customer service, problem-solving, and communication skills, including adaptability to different personality types.
• Prior experience working in the financial services industry.
• Highly organized, detail-oriented, and capable of managing multiple priorities.
• Ability to thrive in a fast-paced, evolving environment while maintaining focus and accuracy.
• Self-motivated with the ability to work well both independently and collaboratively, having a desire to be part of a cohesive team.
• Positive attitude and ambition to help others succeed.
• Willingness to learn and self-teach.

Really catch our eye with:

• Prior Insurance Case Management experience.
• Prior experience working in a BGA/IMO type environment.
• Knowledge of the different new business processes of multiple insurance carriers.
• Prior use and knowledge of SmartOffice.
• Convey technical information to users in non-technical, clear terms.
• Ability to solve complex problems.
• Demonstrating a mindset of owning and seeing issues through to completion/resolution.

Compensation: The base annual salary range for this role is $22.10 - $29.35 an hour plus annual bonus potential. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

We are constantly on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a team that is dedicated to excellence, then we believe that you will thrive in our organization