Life Case Manager at Kestra Financial in Shakopee, MN

Lead with Purpose. Partner with Impact. 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 Case Manager, you will be the backbone of our new business operations. You’ll oversee Annuity 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.

What you’ll Do:

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

What You Bring:

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 Some college experience

Compensation: Salary range for new hires is generally $55,000.00 - $60,000.00 for Shakopee, MN. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus.