Case Management Processor

Aston Carter•Village of Montebello, NY

2d•$29 - $36•Onsite

About The Position

The Case Management Processor manages life insurance cases from initial intake through policy placement. This role requires strong organization, meticulous attention to detail, curiosity, and a proactive approach to problem-solving while consistently delivering an exceptional experience to brokers and internal stakeholders.

Requirements

3–5+ years of experience as a Case Manager for life insurance or as a mortgage processor.
Hands-on experience with life insurance case management or mortgage processing, including document management and underwriting requirements.
Strong document control and case management skills with the ability to manage multiple cases simultaneously.
Proficiency in MS Excel for tracking, organizing, and reporting case-related information.
Ability to review applications for accuracy and alignment with insurance carrier requirements.
Excellent organizational skills and attention to detail in managing complex documentation and processes.
Strong communication skills to coordinate effectively with brokers, internal teams, and insurance carriers.
Proactive problem-solving approach and curiosity to understand and resolve case issues quickly.
Ability to maintain accurate records within an Agency Management System (AMS) or similar platform.

Nice To Haves

Bachelor’s or Associate’s degree.
Experience working in life insurance, document management, or mortgage processing environments.
Comfort using carrier portals and preparing quotes and application packets.
Ability to work independently in a small office setting while collaborating closely with a tight-knit team.
Interest in taking on additional responsibilities and growing with a continually expanding business.
Commitment to delivering a high-quality broker and client experience.

Responsibilities

Review and set up new life insurance applications to ensure accuracy and compliance with carrier requirements.
Own and manage cases from submission through policy placement, serving as the primary point of contact throughout the process.
Gather, organize, and manage all medical and financial underwriting requirements needed for each case.
Coordinate closely with brokers, internal teams, and insurance carriers to move cases forward efficiently.
Monitor case progress, identify potential issues early, and provide proactive updates to brokers and relevant stakeholders.
Maintain accurate, up-to-date documentation for all cases in the Agency Management System (AMS).
Assist with preparing quotes, assembling application packets, and navigating carrier portals as needed.
Use MS Excel and other tools to track case information, manage documentation, and support reporting activities.
Ensure high standards of document control and case management throughout the life cycle of each policy.