Life Insurance Case Manager Remote
About Us Do you want your work to change lives, not just in your neighborhood but across the globe? At The Pacific Bridge Companies (TPBC), everything we do is grounded in a single belief: people deserve financial guidance that can follow them wherever life leads. Our mission is to carry the spirit of Aloha into every interaction, helping families and future generations build dreams that reach beyond borders. We do this through our Ohana, a global network of financial organizations and specialists who share our commitment to serving with integrity, heart, and expertise. Our story goes back to the 1930s, when our founders helped abolish racially discriminatory underwriting practices in the U.S. life insurance industry. That spirit of breaking barriers still drives us today. While our roots are in serving individuals and companies living multinational lives between Asia and the United States, the need for what we do is now truly worldwide, and our reach is growing quickly. If you believe that financial advice should be as mobile and adaptable as the people it serves, you already share in our vision. We would love to explore how your talent could be part of our journey. About the Role We are looking for an experienced professional who can balance precision with big-picture thinking. This role is for someone who knows how to keep complex life insurance, annuity, and financial planning cases moving forward, who thrives on collaboration, and who understands that the details are where trust is built. You will work across life insurance, investments, and advanced planning while coordinating with carriers, attorneys, and clients to deliver solutions that matter locally and globally. You will play a key role in making sure our advisors have what they need to serve clients at the highest level. This is a remote position for those outside commuting distance to our Monrovia, California office. Candidates within driving distance may work in person or hybrid, depending on mutual agreement and business needs. What You Will Do • Oversee case processing from start to finish, ensuring smooth progress at every stage • Coordinate directly with attorneys, carriers, and clients to deliver accurate and timely results • Prepare, track, and follow up on paperwork to ensure nothing is missed • Keep workflows and case notes up to date in our CRM • Identify opportunities to improve processes, helping the whole team work more efficiently You Are the Ideal Candidate if You • Bring at least five years of relevant experience in life insurance, annuities, investments, or a related field • Understand industry terminology and can translate it into clear action steps for others • Notice the smallest details without losing sight of the end goal • Are comfortable working in carrier portals, case management systems, and learning new technology quickly • Excel at staying organized, spotting bottlenecks, and finding solutions before issues arise • Are skilled at navigating carrier requirements, compliance regulations, and underwriting guidelines • Communicate clearly and confidently with advisors, clients, and team members across cultures and disciplines • Approach challenges with professionalism, urgency, and a solutions-first mindset • Are committed to continuous improvement, from streamlining workflows to enhancing the advisor experience • Have experience mentoring or coaching others and building strong cross-team relationships What You Will Gain • Mentorship in Advanced Planning and Cross-Border Strategies – Learn from leaders in complex, multinational case design • A Values-Driven Culture – Be part of a team built on aloha (care and compassion), mahalo (gratitude), and imua (moving forward together) • Impactful Work – Play a direct role in helping clients secure their futures, one case at a time • Professional Growth – Expand your expertise in underwriting, compliance, and high-level case management across multiple products and carriers • Leadership Opportunities – Collaborate with leadership, influence process improvements, and mentor others as the organization grows • World-Class Team – Work alongside experienced, innovative professionals who value integrity and collaboration • Tools and Resources to Excel – Access advanced systems, strong carrier relationships, and process support that set you up for success • Recognition for Excellence – See the direct connection between your contributions and the success of our advisors and clients • Stability and Growth – Join a respected organization with deep industry roots and a future-focused growth plan If you are ready to put your skills to work in a place where every case is an opportunity to make a difference, and where you are part of a global Ohana dedicated to helping clients thrive, we would love to hear from you. Compensation & Benefits • Competitive salary based on experience • Health, dental, and vision insurance • 401(k) with company match • Paid holidays and vacation • Opportunities for professional growth and development How to Apply Please email your resume and a short cover letter describing your interest in the role to [email protected]. Job Type: Full-time Pay: $48,000.00 - $68,000.00 per year Benefits: • 401(k) • Dental insurance • Health insurance • Life insurance • Paid time off • Vision insurance Work Location: Remote Apply tot his job