Case Manager

Topaz HR•Monsey, NY

53d•$60,000 - $75,000•Onsite

About The Position

Our client is a growing financial services organization dedicated to supporting insurance professionals through expert case management, underwriting coordination, and operational excellence. Operating in a fast-paced, service-driven environment, the company is committed to delivering exceptional broker support, streamlining the insurance application process, and building long-term relationships through accuracy, responsiveness, and professionalism. Their collaborative culture emphasizes accountability, problem-solving, and a commitment to delivering outstanding client experiences. Our client is seeking a detail-oriented Case Manager to oversee life insurance cases from application through policy placement. This role serves as a key liaison between brokers, carriers, underwriters, and internal teams to ensure a smooth and efficient underwriting process. The ideal candidate is organized, proactive, and skilled at managing multiple cases while maintaining accuracy and delivering an exceptional broker experience.

Requirements

2+ years of experience in case management, insurance operations, underwriting support, financial services, healthcare administration, loan processing, banking, compliance, or a related field
Strong organizational, communication, and time-management skills
Ability to manage multiple priorities while maintaining accuracy and attention to detail
Strong problem-solving skills with a proactive and solutions-oriented mindset

Nice To Haves

Experience within life insurance, insurance brokerage, underwriting, or carrier operations
Familiarity with Agency Management Systems (AMS), CRM platforms, or underwriting tools
Experience managing client files, documentation, and workflow processes from initiation through completion

Responsibilities

Manage life insurance cases from submission through policy placement while ensuring accuracy, efficiency, and timely follow-up
Review applications and supporting documentation for completeness, accuracy, and carrier-specific requirements
Establish and maintain accurate case records within the Agency Management System (AMS)
Gather, organize, and manage medical, financial, and underwriting documentation throughout the application process
Coordinate with brokers, carriers, underwriters, and internal teams to facilitate case progression and resolve outstanding requirements
Monitor case status and proactively communicate updates to stakeholders throughout the underwriting process
Anticipate potential obstacles and identify solutions to minimize delays and improve placement outcomes
Prepare application packets, supporting documents, and carrier submissions as needed
Maintain detailed records, case notes, and workflow updates to ensure compliance and operational efficiency
Assist with quotes, carrier portals, and additional case-related administrative responsibilities as required