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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.

+ Proficient in MS Excel.

+ Experience in case management and reporting.

Additional Skills & Qualifications

+ Bachelor's or Associate's degree.

+ 3-5+ years of experience as either a Case Manager for life insurance or a mortgage processor.

Work Environment

The work schedule is Monday through Friday from 8 AM to 5 PM, with an early finish at 3 PM on Fridays for religious observance, while still receiving full pay for the day. The environment is a small insurance brokerage organization with roughly 8 people in the office. The company offers a great culture and benefits, including health, dental, disability, and life insurance, 28 PTO days, and an education/professional development allowance. During the contract basis, candidates will be paid for any religious holidays when the business is closed in observance.

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 Jan 27, 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® double diamond 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 [email protected] (%[email protected]) for other accommodation options.