Insurance - Case Manager

Job Title

Insurance - Life Case Manager at Kestra Financial

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

• 2+ years of experience in life case management and/or 1+ year in brokerage operations
• Associate’s degree preferred, not required
• 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

Salary range for new hires is generally $60,000.00 – $65,000.00 for Shakopee, MN. Salary is determined by specific job location. The role may also be eligible for an 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 the current role unless approved by EVP.

Full health, vision, dental coverage. 401(k) plans and additional voluntary plans such as car insurance, legal services, and more are available for full‑time permanent employees.

• You acknowledge that if hired, Kestra Private Wealth Services 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 Private Wealth Services 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 Private Wealth Services prohibits any such discrimination or harassment.

Our mission is to power financial independence by enabling the growth and success of investing clients and the advisors who serve them. We live our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.