Overview

Job DescriptionJob DescriptionCompany Overview 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.Position Overview 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.Location: Monsey Area, NYReports To: Operations LeadershipEmployment Type: Full Time, On SiteSalary Range: $60,000 - $75,000 USD AnnuallyKey ResponsibilitiesManage life insurance cases from submission through policy placement while ensuring accuracy, efficiency, and timely follow-upReview applications and supporting documentation for completeness, accuracy, and carrier-specific requirementsEstablish and maintain accurate case records within the Agency Management System (AMS)Gather, organize, and manage medical, financial, and underwriting documentation throughout the application processCoordinate with brokers, carriers, underwriters, and internal teams to facilitate case progression and resolve outstanding requirementsMonitor case status and proactively communicate updates to stakeholders throughout the underwriting processAnticipate potential obstacles and identify solutions to minimize delays and improve placement outcomesPrepare application packets, supporting documentation, and carrier submissions as neededMaintain detailed records, case notes, and workflow updates to ensure compliance and operational efficiencyAssist with quotes, carrier portals, and additional case-related administrative responsibilities as requiredQualificationsRequired2+ years of experience in case management, insurance operations, underwriting support, financial services, healthcare administration, loan processing, banking, compliance, or a related fieldStrong organizational, communication, and time-management skillsAbility to manage multiple priorities while maintaining accuracy and attention to detailStrong problem-solving skills with a proactive and solutions-oriented mindsetPreferredExperience within life insurance, insurance brokerage, underwriting, or carrier operationsFamiliarity with Agency Management Systems (AMS), CRM platforms, or underwriting toolsExperience managing client files, documentation, and workflow processes from initiation through completionBenefitsPaid Time Off (PTO)Co-Sponsored Health InsuranceGroup Life InsuranceGroup Disability InsuranceCompensation The published salary range is intended as a general guideline and may vary based on experience, education, skill set, and overall qualifications.EEO Statement Topaz HR is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, gender, national origin, age, disability, or any other status protected by applicable law. We are committed to fostering an inclusive environment for all employees.Please Note Topaz HR is conducting this search on behalf of a confidential client. Additional company details will be shared with qualified candidates during the interview process.Powered by JazzHR7ns0I77qiC