Life Insurance Case Management Associate
About The Position
NFG Brokerage, an affiliate of Cetera Financial Group, is seeking an Insurance Case Management Associate to support financial professionals throughout the insurance new business process, from application submission through policy issue and placement. The associate serves as a link between financial professionals, insurance carriers, and internal departments, providing updates, resolving processing challenges and underwriting requirements, and maintaining accuracy and professionalism. The role includes full case management of life insurance, disability income, and long-term care insurance applications. It regularly interacts with Regional Sales Teams, Contracting, and Operations and calls for strong attention to detail, excellent communication, and the ability to manage multiple priorities in a fast-paced environment. The ideal candidate has experience in new business processing, case management, or a related financial services role and is committed to providing exceptional service.
Requirements
- Exceptional customer service, problem-solving, and communication skills, including the ability to adapt to different personality types.
- Prior experience working in the financial services industry.
- Strong organization and attention to detail, with the ability to manage multiple priorities.
- Ability to thrive in a fast-paced, evolving environment while maintaining focus and accuracy.
- Self-motivation and the ability to work independently and collaboratively as part of a cohesive team.
- Positive attitude and ambition to help others succeed.
- Willingness to learn and self-teach.
Nice To Haves
- Prior insurance case management experience.
- Prior experience working in a BGA/IMO-type environment.
- Knowledge of new business processes across multiple insurance carriers.
- Prior use of and knowledge of SmartOffice.
- Ability to convey technical information to users in clear, non-technical terms.
- Ability to solve complex problems.
- A mindset of owning issues and seeing them through to completion or resolution.
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, including licensing.
- Coordinate with carriers and financial professionals to track case progress, resolve pending requirements, and ensure timely policy issue and delivery.
- Proactively communicate case status updates to financial professionals.
- Identify and resolve processing delays while ensuring cases meet service and quality standards.
- Maintain detailed case notes and documentation in applicable systems.
- Guide financial professionals on new business submission best practices and ways to prevent avoidable delays.
- Support department initiatives to improve efficiency, accuracy, and advisor experience.
- Perform additional duties as assigned.
Benefits
- Inclusive health, dental, vision, and life insurance plans.
- Access to mental health benefits for employees and their families.
- 20+ days of paid time off, paid holidays, and two paid wellness days.
- 401(k) savings plan with company contribution up to 5%.
- Paid parental leave for birth, adoption, and fostering.
- Health Savings Account and Flexible Spending Account options, including options for healthcare, daycare, and commuting.
- Employee Assistance Program.
- LifeLock identity theft protection.
- Pet insurance.
- Paid caregiver leave.
- Other voluntary benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
