Life Insurance Case Manager

Aston Carter•Village of Montebello, NY

3d•$29 - $36•Onsite

About The Position

The Case Manager is responsible for managing life insurance applications from initial submission through policy placement. This role serves as the primary point of contact for brokers, insurance carriers, and internal teams, ensuring each case moves efficiently through the underwriting process while delivering an exceptional client and broker experience. Success in this role requires strong organizational skills, attention to detail, problem-solving abilities, and the capacity to manage multiple cases simultaneously.

Requirements

3–5+ years of experience in one of the following: Life Insurance Case Management, Mortgage Processing
Strong administrative, organizational, and multitasking skills.
Excellent verbal and written communication abilities.
Ability to prioritize competing deadlines and manage multiple cases simultaneously.
Proficiency with Microsoft Office and database/management systems.
Detail-oriented with a proactive, solution-focused mindset.

Nice To Haves

Associate’s or Bachelor’s degree preferred.

Responsibilities

Review and process new life insurance applications for completeness, accuracy, and carrier-specific requirements.
Manage cases throughout the entire life insurance underwriting and placement process.
Collect, track, and organize medical, financial, and other underwriting documentation.
Communicate regularly with brokers, insurance carriers, underwriters, and internal stakeholders regarding case status.
Monitor case progress, identify potential delays, and proactively resolve issues.
Provide timely updates and outstanding customer service to brokers and clients.
Maintain detailed and accurate records within the Agency Management System (AMS).
Assist with insurance quotes, application preparation, carrier portals, and other administrative support functions.
Ensure compliance with carrier guidelines and internal procedures.