Life Insurance Case Manager

Insurance Case Manager / New Business Coordinator Melville, NY | Full-Time About UsOur practice has been serving clients for four decades, helping families and businesses protect and grow their wealth. With deep expertise in life insurance and investments, we are a trusted partner in the community. Role OverviewWe are seeking an Insurance Case Manager to oversee life insurance and annuity new business and policy servicing. This role is ideal for someone with strong follow-through, attention to detail, and excellent communication skills who thrives in a client-focused environment. Responsibilities Manage insurance applications from submission through policy issueCoordinate parameds, APSs, and underwriting requirementsCommunicate with clients about outstanding itemsProcess policy updates (beneficiary, billing, loans, etc.)Maintain compliance records and track new business pipeline Qualifications Active Life & Health license required2+ years of experience in insurance operations or case managementExcellent organizational and client service skillsAbility to manage multiple cases simultaneously C

Created: 2025-11-12