Case Manager

Company 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.

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, NY
Reports To: Operations Leadership
Employment Type: Full Time, On Site
Salary Range: $60,000 – $75,000 USD Annually

• 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 documentation, 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

• 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

• Experience with in 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

• Paid Time Off (PTO)
• Co-Sponsored Health Insurance
• Group Life Insurance
• Group Disability Insurance

The published salary range is intended as a general guideline and may vary based on experience, education, skill set, and overall qualifications.

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.