Life Case Manager
Kestra
About this role
A Case Manager at our insurance brokerage specializes in managing life insurance applications, ensuring smooth communication between advisors, carriers, and clients. They play a key role in the company's operations by overseeing case progress, providing updates, and ensuring compliance. The role is suited for organized individuals who enjoy problem-solving and customer interaction.
Skills
About Kestra
kestrafinancial.comKestra Financial is an award‑winning independent broker‑dealer that has supported financial advisors and firms for over 20 years. It provides practice enrichment, business consulting, technology platforms, transition support, and private wealth services designed to help advisors grow and operate more efficiently. Kestra emphasizes hands‑on service, an advisor community, and resources for compliance, operations, and client wealth management.
About Kestra
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Kestra.
Salary
$55k – $60k
per year