What are the responsibilities and job description for the Life Insurance Case Manager (BGA/New Business) position at CBS Brokerage?
Be the driving force behind every successful case.
CBS Brokerage is a growing Brokerage General Agency (BGA) specializing in life insurance and annuity solutions for independent financial advisors nationwide. We pride ourselves on delivering exceptional service, strong carrier relationships, and a team-first culture that empowers advisors to better serve their clients.
At CBS, our case managers are more than administrators. They are trusted partners who help drive successful case outcomes and create exceptional advisor experiences
Job Overview
We're seeking a Life Insurance Case Manager who thrives in a fast-paced environment, enjoys solving problems, and takes pride in moving cases efficiently from application to policy issue.
What you will do:
- Manage life insurance applications from submission through policy delivery.
- Serve as the primary point of contact between advisors, insurance carriers, underwriting teams, and internal partners.
- Proactively follow up on outstanding requirements and underwriting needs.
- Provide advisors with timely case status updates and solutions.
- Review applications for accuracy and completeness prior to carrier submission.
- Collaborate with Insurance Strategists to help deliver a best-in-class advisor experience.
- Build strong relationships with carrier case managers and underwriting teams.
- Identify and resolve case obstacles that could delay placement
What Makes You Successful
- You are highly organized and detail-oriented.
- You enjoy building relationships and providing exceptional service.
- You communicate confidently with advisors, carriers, and teammates.
- You take ownership of your work and follow through.
- You enjoy problem-solving and finding creative ways to move cases forward.
Qualifications
- 1 years of life insurance case management, underwriting support, new business, or related insurance experience preferred.
- Experience working with life insurance carriers, BGAs, insurance agencies, or financial advisors preferred.
- Strong verbal and written communication skills.
- Ability to manage multiple deadlines and priorities.
- Experience with agency management systems and carrier portals is a plus.
Why CBS Brokerage?
- Competitive compensation and bonus opportunities
- Collaborative and supportive team environment
- Opportunities for professional growth and advancement
- Industry-leading carrier relationships
- The chance to make a direct impact on advisor and client success
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Application Question(s):
- How many years of experience do you have working with life insurance new business, underwriting support, or life insurance case management?
Ability to Relocate:
- Shakopee, MN 55379: Relocate before starting work (Required)
Work Location: In person
Salary : $60,000 - $70,000