Case Management Processor

Aston Carter • Village of Montebello, NY

9d • $29 - $36 • Onsite

About The Position

The Case Manager is responsible for managing life insurance cases from intake through placement. This role requires strong organizational skills, attention to detail, curiosity, and a proactive approach to problem-solving while delivering an exceptional broker experience.

Requirements

• Experience in life insurance or mortgage processing.
• Proficiency in document management and control.
• Proficient in MS Excel.
• Experience in case management and reporting.

Nice To Haves

• Bachelor's or Associate's degree.
• 3-5+ years of experience as either a Case Manager for life insurance or a mortgage processor.

Responsibilities

• Review and set up new applications for accuracy and carrier requirements.
• Own cases from submission through policy placement.
• Gather, organize, and manage medical and financial underwriting requirements.
• Coordinate with brokers, internal teams, and insurance carriers.
• Monitor case progress and provide proactive updates.
• Maintain accurate documentation in the Agency Management System (AMS).
• Assist with quotes, application packets, and carrier portals as needed.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 1,001-5,000 employees