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Life Insurance Case Manager Jobs in California (NOW HIRING)

Insurance Sales

Life Insurance Agent

San Diego, CA · On-site

Company Description Life & Health Independent Insurance Agent is an independent agency specializing ... Proven ability to meet sales targets, manage a pipeline, and work effectively in an on-site, client ...

Farmers Insurance

Life Insurance Agent

Santa Ana, CA · On-site

$50K - $80K/yr

We're looking for a motivated, relationship-driven Life Insurance Agent to join our growing agency ... Excellent organizational and time management skills. Benefits Paid Time Off (PTO)###Retirement Plan ...

Farmers Insurance

Life Insurance Agent

Santa Ana, CA · On-site

$50K - $80K/yr

We're looking for a motivated, relationship-driven Life Insurance Agent to join our growing agency ... Excellent organizational and time management skills. Benefits Paid Time Off (PTO)###Retirement Plan ...

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All JobsLife Insurance Case JobsLife Insurance Case Manager JobsLife Insurance Case Manager Jobs in California

Life Insurance Case Manager information

See California salary details

$34.8K

$51.7K

$85.1K

How much do life insurance case manager jobs pay per year?

As of Sep 10, 2026, the average yearly pay for life insurance case manager in California is $51,724.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $61,200.00 per year, depending on experience, location, and employer.

What does a life insurance case manager do?

A Life Insurance Case Manager oversees the application process for life insurance policies, acting as a liaison between clients, agents, and insurance carriers. They ensure that all necessary documentation is collected, review applications for completeness, and follow up on outstanding requirements. Their role includes tracking the progress of cases, resolving any issues that arise, and facilitating communication to ensure timely policy approvals. By managing these details, they help clients smoothly secure the life insurance coverage they need.

What are the key skills and qualifications needed to thrive as a life insurance case manager?

To thrive as a Life Insurance Case Manager, you need a solid understanding of life insurance products, underwriting processes, and case management, typically supported by experience in insurance or a related field. Proficiency with CRM software, electronic case management systems, and industry-specific portals is often necessary. Strong organizational skills, attention to detail, and effective communication with clients and underwriters set top performers apart. These skills are crucial for efficiently managing cases, ensuring policy accuracy, and providing excellent customer service throughout the application process.

What are some common challenges faced by life insurance case managers, and how can they be addressed?

Life Insurance Case Managers often encounter challenges such as managing multiple cases with varying deadlines, coordinating communication between agents, underwriters, and clients, and ensuring that all required documentation is accurate and complete. These challenges can be addressed by developing strong organizational skills, maintaining clear and frequent communication with all stakeholders, and staying up to date with industry regulations and company guidelines. Utilizing case management software and setting up efficient workflows can also greatly improve efficiency and reduce errors.

What is the difference between Life Insurance Case Manager vs Claims Adjuster?

AspectLife Insurance Case ManagerClaims Adjuster
Required CredentialsLicenses, insurance knowledge, sometimes certificationsLicenses, insurance knowledge, sometimes certifications
Work EnvironmentOffice, remote, client interactionsOffice, field, client interactions
Employer & IndustryInsurance companies, health providersInsurance companies, third-party administrators
Search & Comparison IntentUnderstanding roles, career paths, job dutiesUnderstanding claims process, job duties, career options

Both roles require insurance knowledge and licensing, but a Life Insurance Case Manager primarily manages ongoing client cases and policy issues, while a Claims Adjuster focuses on evaluating and settling insurance claims. The roles often overlap in industry and work environment, but their core responsibilities differ, making this comparison useful for those exploring careers or job opportunities in the insurance sector.

Are life insurance case managers in demand?

Life insurance case managers are in demand due to the growing need for claims processing, policy management, and customer service in the insurance industry. Employment opportunities often require strong communication skills, knowledge of insurance policies, and relevant certifications, with job growth expected to align with the overall expansion of the insurance sector.

What cities in California are hiring for Life Insurance Case Manager jobs?

Cities in California with the most Life Insurance Case Manager job openings:

Infographic showing various Life Insurance Case Manager job openings in California as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $51,724 per year, or $24.9 per hour.

Life Insurance Case Manager at Shuster Advisory Group, LLC Pasadena, CA

Pasadena, CA • On-site

Downtown Boulder Partnership
11 - 50 employees
Learn more about Downtown Boulder Partnershipexternal

Other

Medical, Dental, Vision, Retirement

Posted 8 days ago

Job description

Job Description

The risk management division of Shuster Advisory Group, LLC is seeking the right person to join our team as a Life Insurance and Annuity Case Manager. The candidate chosen for this position will be responsible for new business support and be part of the team servicing all aspects of the firm’s life insurance, long-term care, disability, and annuity book of business. This is an administrative position and not a sales position. Vitally important is the ability to multi‑task effectively in a fast-paced environment and adapt to change.

Responsibilities
  • Marketplace Analysis
    1. Create and perform comparative analysis of insurance companies and their products.
    2. Create client presentations.
    3. Case design and implementation.
  • New Business
    1. Application processing: Prepare and review applications and illustrations for completeness, identifying and collecting outstanding requirements and managing the process through policy issue.
    2. Underwriting: Order/coordinate insurance exam, order medical records, and complete any required follow-ups with APS provider.
    3. Policy issue: Review policies for accuracy, invoice and collect initial premium and delivery requirements.
  • In-force Servicing
    1. Prepare in-force policy/plan reviews and analysis.
    2. Manage ongoing client servicing.
  • Administration
    1. Maintain correspondence, client files, and records according to company’s compliance guidelines.
Requirements / Experience
  • Minimum of 3 years working in the insurance/financial services industry.
  • Strong product knowledge of multiple life insurance carriers and products.
  • Excellent communication skills – written and verbal.
  • Excellent time management and organizational skills.
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook required.
  • Prior knowledge of advanced estate and executive bonus concepts is a plus.
  • Life insurance license is a plus.
Other Requirements
  • Must have strong sense of customer service.
  • Strong sense of accountability and follow-up.
  • Self‑motivated.
  • Adaptable to change.
Salary & Benefits
  • Starting salary commensurate with experience.
  • 401(k), 401(k) 4% match, medical, dental and vision insurance.
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