Case Management Processor

Aston Carter; New York (NY); On-site; USD 39,000 - 50,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Short and long-term disability

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

Time Off/Leave (PTO, Vacation or Sick)

Career development support

Job summary

Aston Carter is seeking an Insurance Processing Specialist in New York to manage applications from submission through policy placement. You will coordinate with brokers, carriers, and internal teams, ensuring accuracy and timely progress across underwriting requirements and documentation.

The role emphasizes organization, compliance, and exceptional client service, with a focus on developing expertise in life insurance processing and financial services operations.

Qualifications

• Associate's or Bachelor's degree preferred.
• 3+ years of experience in life insurance processing, mortgage processing, loan processing, or underwriting support.
• Experience in financial services operations and document control.
• Proficiency with Microsoft Office, including Excel.
• Familiarity with underwriting processes and insurance documentation.

Responsibilities

• Review new insurance applications for accuracy and completeness.
• Manage cases from submission through policy placement.
• Gather, organize, and track underwriting requirements, including medical and financial documentation.
• Coordinate with brokers, insurance carriers, and internal teams to keep applications moving forward.
• Monitor case status and proactively follow up on outstanding requirements.
• Maintain accurate records and documentation within the AMS.
• Assist with quotes, application packets, carrier portals, and policy-related paperwork.
• Ensure all files are organized, compliant, and up to date.
• Deliver an exceptional experience to brokers and partners throughout the process.

Skills

Attention to detail

Microsoft Office

Communication skills

Insurance processing

Document management

Education

Associate's or Bachelor's degree preferred

Tools

Carrier portals

Policy administration systems

Job description

Job Description

Insurance Processing Specialist

Join a Growing Insurance Team Where Accuracy and Organization Make a Real Impact

Schedule

• Monday-Friday | 8:00 AM - 5:00 PM
• Fridays end at 3:00 PM and employees are paid for the full day

We're seeking a detail-oriented Insurance Processing Specialist to manage insurance applications from submission through policy placement. This role is ideal for professionals with experience in life insurance processing, mortgage processing, underwriting support, loan processing, document management, or financial services operations.

You'll play a critical role in reviewing applications, gathering documentation, tracking case progress, and coordinating with brokers, carriers, and internal teams to ensure a smooth and efficient process.

This is an excellent opportunity to join a growing organization that values employee development, long-term career growth, and exceptional client service.

Responsibilities

• Review new insurance applications for accuracy and completeness.
• Manage cases from submission through policy placement.
• Gather, organize, and track underwriting requirements, including medical and financial documentation.
• Coordinate with brokers, insurance carriers, and internal teams to keep applications moving forward.
• Monitor case status and proactively follow up on outstanding requirements.
• Maintain accurate records and documentation within the Agency Management System (AMS).
• Assist with quotes, application packets, carrier portals, and policy-related paperwork.
• Ensure all files are organized, compliant, and up to date.
• Deliver an exceptional experience to brokers and partners throughout the process.

Qualifications

• Associate's or Bachelor's degree preferred.
• 3+ years of experience in:
• Life Insurance Processing
• Mortgage Processing
• Loan Processing
• Insurance Operations
• Underwriting Support
• Financial Services Operations
• Document Control or Document Management
• Proficiency with Microsoft Office, including Excel.
• Experience within life insurance or financial services.
• Familiarity with underwriting processes and insurance documentation.
• Experience working with carrier portals or policy administration systems.
• Strong ability to identify missing documentation and resolve processing issues quickly.

Why Apply?

Join a growing insurance organization where you'll work alongside an experienced, tenured team and play a vital role in helping clients navigate the insurance process. This position offers stability, exceptional work-life balance, career growth opportunities, and the chance to develop expertise within the insurance and financial services industry.

• Growing and stable organization
• Strong employee retention and supportive team environment
• Opportunity to own files from start to finish
• Career growth and advancement opportunities
• Competitive compensation and benefits
• Generous PTO package
• Professional development support
• Early Fridays with full-day pay

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.

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 Aug 25, 2026.