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.

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.

· 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.