Commonwealth Financial Network

  • Insurance Case Manager

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
  • Overview

    When you think about your strengths, do the phrases “team player” and “strong work ethic” ring true? Are your customer service and communication skills top notch? If so, then this opportunity on our Insurance team may be the right fit for you.


    Our in-house Insurance team is a full-service agency. On a daily basis, we help Commonwealth’s 1,900+ financial advisors address financial risks with their clients, thus helping them meet their long-term goals. The products we offer and support include annuities and life, disability, and long-term care insurance. The work we do includes a lot of important details, so sharp attention here is a must.


    Key responsibilities

    • Working closely with insurance companies and our advisors to manage life, disability, and long-term care insurance applications through the underwriting process
    • Providing indispensable customer service to our advisors, often under tight deadlines
    • Taking on other projects, as needed


    Core strengths

    • Life, accident, and health insurance license (or a willingness to earn it within your first year), a plus
    • Comfortable working in a fast-paced environment
    • Expert troubleshooting skills
    • Case management experience, a plus


    Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.


    About Commonwealth—and Our Anything but Common® Culture


    Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.


    That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.


    Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.


    Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.


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