Life Case Manager

About the role

CBS is a Brokerage General Agency (BGA) specializing in life insurance and related financial products. We offer 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.

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

Requirements

• 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

Qualifications

• Some college experience

Skills

• Organizational skills
• Communication skills
• Problem-solving skills
• Customer service skills

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• Health insurance
• A competitive benefits package

Pay

Salary range for new hires is generally $55,000.00 - $60,000.00 for Shakopee, MN. Salary amount is determined by specific job location. In addition, the role may be eligible for an annual bonus.

Schedule

Full-time position

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Kestra Values

• Serve
• Make it Happen
• One team

Apply Now

Lead with purpose. Apply now and help shape the future of Kestra.