CBS Brokerage
Life Insurance Brokerage Case Manager
CBS Brokerage, Shakopee, Minnesota, United States, 55379
Life Insurance Brokerage Case Manager
Onsite – Shakopee, MN | $60,000–$65,000 + performance bonus
At
CBS Brokerage , we help advisors protect what matters most. We make life insurance
easy
by pairing proactive case management with strong carrier relationships and a service mindset. If you’re energized by moving complex underwriting forward, clearing requirements, and delivering a frictionless experience for producers and clients— we’d like to meet you .
What You’ll Own
Primary ownership
of life cases from submission through
policy issue
Liaison
between advisors, underwriters, and carriers—anticipate issues and
negotiate solutions
Review applications,
order and track APS/exams , and resolve outstanding requirements
Proactive status communication
(internal and external) to keep everyone aligned
Maintain
compliance
with carrier and regulatory standards while improving process flow
What You Bring
Direct experience in life insurance case management or underwriting (required)
Working knowledge of
life products, underwriting terminology,
and carrier processes
Precision, urgency, and
strong written/verbal communication
Ability to manage a
fast‑paced, deadline‑driven
workload
Associate degree
required;
industry credentials
(FLMI, ALU, CLU, ChFC) are a plus
Why CBS
Competitive pay
$60k–$65k
+
performance bonus
Benefits:
Health, Dental, Vision, 401(k) match, PTO, Parental leave, Tuition reimbursement
Advisor‑first culture
with tight carrier partnerships and clear case ownership
Onsite, team‑oriented
environment in
Shakopee, MN
Note:
This is a
financial services case management
role. Candidates with
life insurance
case experience will be prioritized.
Ready to move cases—and outcomes—forward?
Apply via LinkedIn Easy Apply or email your resume to
joslyn@cbsbrokerage.net
with subject line: Brokerage Case Manager – Shakopee.
Seniority level Entry level
Employment type Full-time
Job function Other
Industries Insurance
#J-18808-Ljbffr
At
CBS Brokerage , we help advisors protect what matters most. We make life insurance
easy
by pairing proactive case management with strong carrier relationships and a service mindset. If you’re energized by moving complex underwriting forward, clearing requirements, and delivering a frictionless experience for producers and clients— we’d like to meet you .
What You’ll Own
Primary ownership
of life cases from submission through
policy issue
Liaison
between advisors, underwriters, and carriers—anticipate issues and
negotiate solutions
Review applications,
order and track APS/exams , and resolve outstanding requirements
Proactive status communication
(internal and external) to keep everyone aligned
Maintain
compliance
with carrier and regulatory standards while improving process flow
What You Bring
Direct experience in life insurance case management or underwriting (required)
Working knowledge of
life products, underwriting terminology,
and carrier processes
Precision, urgency, and
strong written/verbal communication
Ability to manage a
fast‑paced, deadline‑driven
workload
Associate degree
required;
industry credentials
(FLMI, ALU, CLU, ChFC) are a plus
Why CBS
Competitive pay
$60k–$65k
+
performance bonus
Benefits:
Health, Dental, Vision, 401(k) match, PTO, Parental leave, Tuition reimbursement
Advisor‑first culture
with tight carrier partnerships and clear case ownership
Onsite, team‑oriented
environment in
Shakopee, MN
Note:
This is a
financial services case management
role. Candidates with
life insurance
case experience will be prioritized.
Ready to move cases—and outcomes—forward?
Apply via LinkedIn Easy Apply or email your resume to
joslyn@cbsbrokerage.net
with subject line: Brokerage Case Manager – Shakopee.
Seniority level Entry level
Employment type Full-time
Job function Other
Industries Insurance
#J-18808-Ljbffr