Insurance Case Manager

Unclassified; Monsey (NY); On-site; USD 60,000 - 75,000; Full time

Job summary

Unclassified in Monsey is seeking an Insurance Case Manager to oversee applications from intake through placement. This role requires meticulous organization, professional communication, and the ability to coordinate with brokers, carriers, underwriters, and internal teams to keep cases moving forward.

You will work in a quiet, office environment, handling sensitive documentation with strong follow-through to ensure nothing falls through the cracks.

Qualifications

• Ability to manage insurance applications from intake to placement.
• Strong follow-through and accuracy to prevent errors.
• Excellent written and verbal communication.
• Experience coordinating with brokers, carriers, underwriters, and internal teams.
• Comfort with learning multiple online portals and systems.
• Life insurance experience is a strong plus, but not required.
• Candidates from mortgage/loan processing or financial services considered.

Responsibilities

• Manage insurance applications from intake through placement.
• Coordinate between brokers, carriers, underwriters, and internal teams to move cases forward.
• Provide back-office support with strong follow-through.
• Maintain organized, detail-heavy processing and documentation.

Skills

Exceptional organization

Detail-oriented

Professional communication

Multi-party coordination

Independent problem solving

Process-driven

Proactive

Job description

Insurance Case Manager

Monsey, NY$60,000–$75,000

About the Role

A growing insurance brokerage is seeking a sharp, organized, and highly detail-oriented Case Manager to manage insurance applications from intake through placement.This is a behind-the-scenes role for someone who enjoys keeping details organized, following a process from beginning to end, and making sure nothing falls through the cracks.You will essentially serve as the back-office support for insurance brokers , coordinating between brokers, insurance carriers, underwriters, and internal departments to keep each case moving forward.This is a hands-on case management and processing position that requires strong follow-through, professional communication, and the ability to figure things out independently.

What We’re Looking For

• Extremely organized and comfortable managing multiple moving pieces at once
• Detail-oriented and likely to catch missing or incorrect information before it becomes a problem
• Professional in both written and verbal communication
• A strong communicator who can coordinate with several different parties around the same case
• Proactive rather than waiting to be told what to do next
• A natural problem solver who is comfortable researching and figuring things out independently
• Computer savvy and comfortable learning and navigating multiple online portals and systems
• Serious, dependable, and focused
• Comfortable working in a quieter, professional office environment where the focus is on getting the work done

Experience

Life insurance experience is a strong plus, but it is not required.

We are also very interested in candidates with experience in:

• Mortgage or loan processing
• Insurance processing or insurance operations
• Underwriting support
• Financial services operations
• Other detail-heavy administrative or processing roles involving sensitive documentation and coordination between multiple parties

Candidates coming from another industry will absolutely be considered if they have strong processing experience, excellent communication skills, and the ability to manage detailed cases independently.

This ia full time in office role.