Commonwealth Financial Network

Insurance Case Manager

Job Locations US-MA-Waltham
Job ID
# of Openings
Permanent/ Full-Time


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, this opportunity on our Insurance team just might be the right fit for you.


Our in-house Insurance team is a full-service agency. Every day, we help Commonwealth’s 2,000+ financial advisors address their clients’ financial risks so they can meet their long-term goals. The products and support we offer include annuities as well as life, disability, and long-term care insurance. The work we do consists of many important details, so sharp attention is a must for insurance case managers.


Key Responsibilities

  • Working closely with our advisors and insurance companies to manage life, disability, and long-term care insurance applications throughout 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
  • 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. 


Picture Yourself Here  

Imagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression.   


We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful ways—personally and professionally. At Commonwealth, everyone plays a part in our success story—and in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. Come join us on the pathway to a brighter future!  


About Commonwealth  

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.  


Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, so our employees genuinely enjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awards—and counting.   


The Fine Print  

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.  


Commonwealth is an equal opportunity employer, making intentional efforts to source the very best talent from all backgrounds.   


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