About Us. At Brokerage Solutions, we strive to be a leader in the life insurance and annuity industry. We aim to empower our advisors with the tools and knowledge they need to succeed. As a Case Manager, you will play a crucial role in helping us achieve this goal. Your primary responsibility will be to coordinate, manage, and facilitate life insurance & annuities opportunities. This will include performing follow-ups, coordinating quotes, and pr...
Company Overview. Brokerage Solutions is a leading Brokerage General Agency in the life insurance and annuity space. Our mission is to bring clarity to complex financial needs by empowering advisors with the tools, resources, and knowledge to expand their business and achieve superior outcomes for their clients. We are seeking a highly energetic and organized individual to join our team as a Case Manager in our offices. As a Case Manager, you wil...
Position Summary. We are seeking an experienced Case Manager to join our team at Brokerage Solutions. The ideal candidate will have a background in life insurance and annuity operations, excellent communication skills, and the ability to work effectively in a fast-paced environment. The successful candidate will be responsible for managing and coordinating life insurance & annuities opportunities from start to finish. This includes performing fol...
About This Role. We are seeking an organized and detail-oriented individual to join our team as a Case Manager at Brokerage Solutions. In this role, you will be responsible for managing and coordinating life insurance & annuities opportunities, including performing follow-ups, coordinating quotes, and providing excellent customer service to new and existing clients. You will also be expected to engage in regular communication with our sales team,...
Brokerage Solutions is seeking a highly energetic and organized individual to join our team as a Case Manager in our Fort Washington, PA, offices. As a Case Manager, you will be responsible for coordinating, managing, and facilitating life insurance & annuities opportunities, including performing follow-ups, coordinating quotes, and providing proficient and proactive services to new and existing clients. You will be expected to engage in frequent...
