Life Insurance Case Manager

Job Description

Job Description

Job Title: Case Management Processor

Position Summary

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.

• 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.

• Associate’s or Bachelor’s degree preferred.
• 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.

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

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

• Monday–Friday, 8:00 AM–5:00 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.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email View email address on ziprecruiter.com for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.