Life Insurance Case Manager: Streamline Client Service

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

Benefits offered by this job

Competitive pay

401(k) plan

Health insurance

Growth opportunities

Tuition reimbursement

Job summary

Kestra Financial, Inc. is seeking a Brokerage Case Manager to oversee life insurance applications from submission to policy issue. You will coordinate with advisors, carriers, and clients to keep processes on track and ensure timely updates.

The role is ideal for someone who excels at organization, problem-solving, and serving as the trusted contact in the insurance workflow. The position emphasizes compliance, accuracy, and high-quality service, with salary range and potential bonus reflecting

Qualifications

• 2+ years of life case management experience.
• 1+ year in brokerage operations.
• Associate's degree preferred, not required.
• 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 from submission to policy issue.
• 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

Life case mgmt

Brokerage operations

Education

Associate's degree

Job description

Kestra Financial, Inc. is seeking a Brokerage Case Manager to oversee life insurance applications from submission to policy issue. You will coordinate with advisors, carriers, and clients to keep processes on track and ensure timely updates.

The role is ideal for someone who excels at organization, problem-solving, and serving as the trusted contact in the insurance workflow. The position emphasizes compliance, accuracy, and high-quality service, with salary range and potential bonus reflecting