Aston Carter
Airmont, NY, USA
Job Title: Case Management ProcessorJob Description The Case Manager is responsible for managing life insurance cases from intake through placement. This role requires strong organizational skills, attention to detail, curiosity, and a proactive approach to problem-solving while delivering an exceptional broker experience. Responsibilities Review and set up new applications for accuracy and carrier requirements. Own cases from submission through policy placement. Gather, organize, and manage medical and financial underwriting requirements. Coordinate with brokers, internal teams, and insurance carriers. Monitor case progress and provide proactive updates. Maintain accurate documentation in the Agency Management System (AMS). Assist with quotes, application packets, and carrier portals as needed. Essential Skills Experience in life insurance or mortgage processing. Proficiency in document management and control....


