Life Insurance Case Manager

Case Management Processor

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.

Key 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.

Required Qualifications

• Associate's or Bachelor's degree preferred.
• 35+ 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.

Compensation

• Salary: $60,000$75,000 annually (depending on experience, with potential flexibility for highly qualified candidates).

Benefits (Upon Permanent Hire)

• Health Insurance
• Dental Insurance
• Disability Insurance
• Life Insurance
• 28 PTO Days
• Education and Professional Development Allowance
• Competitive Compensation
• Strong Company Culture

Work Environment

• MondayFriday, 8:00 AM5:00 PM
• Fridays end at 3:00 PM (employees are paid for the full day)
• Small, close-knit insurance brokerage with approximately 8 employees
• Stable team with high employee retention and long-tenured staff
• Growing business with opportunities for advancement and increased responsibilities
• Paid time off for company religious observance closures, including during the contract period

This is a Contract to Hire position based out of Airmont, NY.

The pay range for this position is $28.85 - $36.06/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision, Critical Illness, Accident, and Hospital, 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available, Life Insurance (Voluntary Life & AD&D for the employee and dependents), Short and long-term disability, Health Spending Account (HSA), Transportation benefits, Employee Assistance Program, Time Off/Leave (PTO, Vacation or Sick Leave).

This is a fully onsite position in Airmont, NY.

This position is anticipated to close on Aug 4, 2026.