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Job Description
The Case Management Processor manages life insurance cases from initial intake through policy placement. This role requires strong organization, meticulous attention to detail, curiosity, and a proactive approach to problem-solving while consistently delivering an exceptional experience to brokers and internal stakeholders.
Responsibilities

• Review and set up new life insurance applications to ensure accuracy and compliance with carrier requirements.
• Own and manage cases from submission through policy placement, serving as the primary point of contact throughout the process.
• Gather, organize, and manage all medical and financial underwriting requirements needed for each case.
• Coordinate closely with brokers, internal teams, and insurance carriers to move cases forward efficiently.
• Monitor case progress, identify potential issues early, and provide proactive updates to brokers and relevant stakeholders.
• Maintain accurate, up-to-date documentation for all cases in the Agency Management System (AMS).
• Assist with preparing quotes, assembling application packets, and navigating carrier portals as needed.
• Use MS Excel and other tools to track case information, manage documentation, and support reporting activities.
• Ensure high standards of document control and case management throughout the life cycle of each policy.

Essential Skills

• 3-5+ years of experience as a Case Manager for life insurance or as a mortgage processor.
• Hands-on experience with life insurance case management or mortgage processing, including document management and underwriting requirements.
• Strong document control and case management skills with the ability to manage multiple cases simultaneously.
• Proficiency in MS Excel for tracking, organizing, and reporting case-related information.
• Ability to review applications for accuracy and alignment with insurance carrier requirements.
• Excellent organizational skills and attention to detail in managing complex documentation and processes.
• Strong communication skills to coordinate effectively with brokers, internal teams, and insurance carriers.
• Proactive problem-solving approach and curiosity to understand and resolve case issues quickly.
• Ability to maintain accurate records within an Agency Management System (AMS) or similar platform.

Additional Skills & Qualifications

• Bachelor's or Associate's degree.
• Experience working in life insurance, document management, or mortgage processing environments.
• Comfort using carrier portals and preparing quotes and application packets.
• Ability to work independently in a small office setting while collaborating closely with a tight-knit team.
• Interest in taking on additional responsibilities and growing with a continually expanding business.
• Commitment to delivering a high-quality broker and client experience.

Work Environment
This role is based in a small insurance brokerage office with roughly eight people, offering a close-knit and supportive team environment where many team members have been with the organization for years. The standard schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m., with early departure at 3:00 p.m. on Fridays for religious observance while receiving pay for the full day. During contract engagements, you are paid for any religious holidays when the business is closed in observance. The organization provides a strong company culture, opportunities for growth, and the chance to take on more responsibilities as the business continues to expand. When hired on a permanent basis, benefits include competitive compensation based on qualifications, health insurance, dental insurance, disability insurance, life insurance, 28 days of paid time off, and an education/professional development allowance. Typical office attire is professional business casual, suitable for a brokerage environment that values professionalism and collaboration.
Job Type & Location
This is a Contract to Hire position based out of Airmont, NY.
Pay and Benefits
The pay range for this position is $28.85 - $36.06/hr.
Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
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)
Workplace Type
This is a fully onsite position in Airmont,NY.
Application Deadline
This position is anticipated to close on Sep 4, 2026.
About Aston Carter
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 astoncarteraccommodation@astoncarter.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.