Insurance - Life Case Manager

Comprehensive Brokerage Services (CBS) is a Brokerage General Agency (BGA) specializing in life insurance and related financial products. The company offers enhanced services to meet the insurance needs of independent financial professionals and their clients. As a Brokerage Case Manager, you will oversee life insurance applications and provide exceptional case management and service to advisors and clients.

Requirements

• 2+ years of experience in life case management and/or 1+ year in brokerage operations
• Associate's degree preferred 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

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k)
• Health insurance
• Competitive benefits package
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses