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. As a Brokerage Case Manager, you will be the backbone of our new business operations. You’ll oversee life insurance applications from submission to policy issue, ensuring smooth communication between advisors, carriers, and clients. This role is ideal for someone who enjoys organization, problem‑solving, and being the trusted point of contact in the insurance process. 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 Qualifications 2+ years of experience in life case management and/or 1+ year in brokerage operations Associate’s degree preferred but 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 Compensation: Salary range for new hires is generally $60,000.00 – $65,000.00 for Shakopee, MN. Salary amount is determined by specific job location. In addition, the role may be eligible for an annual bonus. Internal Applicant 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. Benefits Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees). Disclosure 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.
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