Life Insurance Case Manager (Hybrid)
Monrovia, CA
Job type
Full-time
Pay range
$55,000-$75,000
Location
Hybrid
Language
English
Description
About Us
Do you want to help people create a more secure financial future for their loved ones?
Become part of a different kind of organization – one of impact and significance that carries the spirit of Aloha into every
client interaction, fostering dreams for families and future generations through our global network of financial
organizations and specialists – our Ohana (family).
Founded in 1992, The Pacific Bridge Companies (TPBC) has deep roots in financial services and community activism,
dating back to the 1930s when our founder’s grandfather led the charge to abolish racially discriminatory practices in
the life insurance industry of the United States.
Today, we’re all about making global financial navigation a reality. It’s often difficult for global citizens to interpret the
complex cross-border laws governing insurance, investments, banking, tax, and law. We help financial advisors guide
these clients wherever their lives may lead by providing advice, financial planning ideas, and connections to other
finance and insurance professionals ready to help.
Initially aiming our efforts at people and companies living multi-national lives between Asia and the United States, we are
now expanding to meet the growing demand for similar services in other parts of the world. That’s why we need you!
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 role requires on-site hours, with the possibility of a hybrid format, depending on mutual agreement and business needs.
Primary Roles and Responsibilities
- 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
These are the qualities that make for an ideal candidate
- 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.
Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
The Pacific Bridge Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. All employment decisions are made based on qualifications, merit, and business needs.
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