Case Manager

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.

• 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

• 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
• Some college experience

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 annual bonus.

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.

• 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

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values:
Serve, Make it Happen, and One team.

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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