HR Generalist

Topaz HR•Howell Township, NJ

2d•$60,000 - $80,000•Onsite

About The Position

Our client is a growing financial services organization dedicated to supporting insurance professionals through efficient case management, underwriting coordination, and operational support services. Operating in a fast-paced, client-focused environment, the company is committed to delivering exceptional service, building strong broker relationships, and ensuring smooth policy placement from submission through approval. Their collaborative culture emphasizes accountability, communication, and continuous improvement. Our client is seeking a detail-oriented Case Manager to oversee the new business process from application submission through policy placement. This individual will serve as a key liaison between brokers, carriers, underwriters, and internal teams to ensure cases are processed accurately, efficiently, and proactively. The ideal candidate will possess strong organizational and communication skills, thrive in a fast-paced environment, and can manage multiple cases simultaneously while maintaining a high level of service. This role plays a critical part in supporting broker satisfaction, client retention, and overall operational success.

Requirements

Prior experience in case management, insurance operations, underwriting support, financial services, or related administrative environments preferred
Strong attention to detail and ability to maintain accuracy in a high-volume environment
Excellent organizational, communication, and follow-up skills
Ability to manage multiple priorities and deadlines simultaneously
Comfortable communicating with brokers, carriers, clients, and internal teams professionally and confidently
Strong problem-solving abilities with a proactive and solutions-oriented mindset
Experience working with CRM, AMS, or case management systems preferred
Proficiency with Microsoft Office and general business software platforms preferred

Responsibilities

Manage new business cases from submission through policy placement while ensuring accuracy, efficiency, and timely follow-up
Review applications and supporting documentation for completeness, accuracy, and missing information prior to carrier submission
Set up and maintain accurate case records within agency management and CRM systems
Communicate directly with brokers to gather case details, understand objectives, and provide status updates throughout the underwriting process
Coordinate with carriers, underwriters, and internal teams to proactively address underwriting requirements and resolve issues that may delay approval
Assist with preliminary underwriting preparation by organizing medical, financial, and case-related documentation when applicable
Prepare complete application packets, cover letters, and supporting documentation for carrier submissions
Monitor pending business and maintain proactive follow-up to ensure timely movement of cases through the underwriting and placement process
Identify alternative solutions or carrier options when necessary to improve policy placement outcomes
Support reporting and case updates for leadership and sales teams
Navigate carrier websites, portals, and internal systems to manage documentation and workflow processes efficiently