Insurance - Life Case Manager
About The Position
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 a Brokerage 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.
Requirements
- 2+ years of experience in life case management and/or 1+ year in brokerage operations
- Strong organizational skills and attention to detail
- Excellent communication and relationship-building abilities
- Ability to thrive in a fast-paced, deadline-driven environment
Nice To Haves
- Associate's degree preferred not required
- Prior experience in life insurance, financial services, or case management preferred
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
Benefits
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
101-250 employees
