Life Insurance Case Management Associate

Who we are:

At NFG Brokerage, an affiliate of Cetera Financial Group, we approach the competitive financial marketplace with tenacity, sincerity, and a deep commitment to excellence. Our team embodies these values across multiple business channels—driving growth by building lasting relationships with financial professionals. NFG is committed to delivering exceptional customer service, and our team members are highly motivated, empathetic, and passionate about people. We are driven to go above and beyond to ensure that our customers stay satisfied and connected.

Position Overview:

NFG is currently seeking to add an Insurance Case Management Associate to our growing team. This role is responsible for supporting financial professionals through every stage of the new business process, ensuring a seamless and efficient experience from application submission to policy issue and placement.

The Insurance Case Management Associate serves as a critical link between financial professionals, carriers, and internal departments, providing timely updates, resolving processing challenges and underwriting requirements, and maintaining a high level of accuracy and professionalism throughout the process. This position requires strong attention to detail, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment. The ideal candidate will have experience in new business processing, case management, or related roles within financial services, and a passion for delivering exceptional service. The role will regularly interact with numerous departments including Regional Sales Teams, Contracting, and Operations.

Key Responsibilities:

· Serve as the primary point of contact between the financial professional and the carrier throughout the insurance new business process.

· Review incoming insurance applications for accuracy, completeness, and compliance with carrier and regulatory requirements, such as licensing. Our department processes and provides full case management of life insurance, disability income, and long term care insurance applications.

· Coordinate with the insurance carriers and financial professional to track case progress, resolve pending requirements, and ensure timely issue and delivery of the policy from start to finish.

· Proactively communicate case status updates to financial professionals.

· Identify and resolve processing delays, ensuring each case meets our service and quality standards.

· Maintain detailed case notes and documentation in applicable systems to ensure transparency and continuity.

· Provide guidance to financial professionals on best practices for submitting new business and preventing avoidable delays.

· Support department initiatives to improve efficiency, accuracy, and advisor experience.

· Perform additional duties assigned.

Experience Required:

· Exceptional customer service, problem-solving, and communication skills, including adaptability to different personality types.

· Prior experience working in the financial services industry.

· Highly organized, detail-oriented, and capable of managing multiple priorities.

· Ability to thrive in a fast-paced, evolving environment while maintaining focus and accuracy.

· Self-motivated with the ability to work well both independently and collaboratively, having a desire to be part of a cohesive team.

· Positive attitude and ambition to help others succeed.

· Willingness to learn and self- teach.

Really catch our eye with:

· Prior Insurance Case Management experience.

· Prior experience working in a BGA/IMO type environment.

· Knowledge of the different new business processes of multiple insurance carriers.

· Prior use and knowledge of SmartOffice.

· Convey technical information to users in non-technical, clear terms.

· Ability to solve complex problems.

· Demonstrating a mindset of owning and seeing issues through to completion/resolution.

Compensation: The base annual salary range for this role is $22.10 - $29.35 an hour plus annual bonus potential. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

We are constantly on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a team that is dedicated to excellence, then we believe that you will thrive in our organization

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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