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.

Position Overview
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.

• 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 within 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