Case Manager

Mai Placement • Monsey, NY

9d • Onsite

About The Position

A growing insurance brokerage is seeking a sharp, organized, and highly detail-oriented Case Manager to manage insurance applications from intake through placement. This is a behind-the-scenes role for someone who enjoys keeping details organized, following a process from beginning to end, and making sure nothing falls through the cracks. You will essentially serve as the back-office support for insurance brokers, coordinating between brokers, insurance carriers, underwriters, and internal departments to keep each case moving forward. This is a hands-on case management and processing position that requires strong follow-through, professional communication, and the ability to figure things out independently.

Requirements

• Extremely organized
• Comfortable managing multiple moving pieces at once
• Detail-oriented
• Professional in both written and verbal communication
• Strong communicator who can coordinate with several different parties around the same case
• Proactive
• Natural problem solver
• Comfortable researching and figuring things out independently
• Computer savvy and comfortable learning and navigating multiple online portals and systems
• Serious, dependable, and focused
• Comfortable working in a quieter, professional office environment where the focus is on getting the work done

Nice To Haves

• Life insurance experience
• Mortgage or loan processing experience
• Insurance processing or insurance operations experience
• Underwriting support experience
• Financial services operations experience
• Experience in other detail-heavy administrative or processing roles involving sensitive documentation and coordination between multiple parties

Responsibilities

• Manage insurance applications from intake through placement.
• Serve as back-office support for insurance brokers.
• Coordinate between brokers, insurance carriers, underwriters, and internal departments to keep each case moving forward.
• Handle hands-on case management and processing.
• Ensure strong follow-through on all cases.
• Communicate professionally with various parties involved in a case.
• Research and independently resolve issues that arise during the case management process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed