Job Description

Our client is a growing financial services organization dedicated to supporting insurance professionals through efficient case management, underwriting coordination, and operational support services. Operating in a fast-paced, client-focused environment, the company is committed to delivering exceptional service, building strong broker relationships, and ensuring smooth policy placement from submission through approval. Their collaborative culture emphasizes accountability, communication, and continuous improvement.

Our client is seeking a detail-oriented Case Manager to oversee the new business process from application submission through policy placement. This individual will serve as a key liaison between brokers, carriers, underwriters, and internal teams to ensure cases are processed accurately, efficiently, and proactively.

The ideal candidate will possess strong organizational and communication skills, thrive in a fast-paced environment, and can manage multiple cases simultaneously while maintaining a high level of service. This role plays a critical part in supporting broker satisfaction, client retention, and overall operational success.

Location: Howell, NJ
Reports To: Operations Manager / Sales Leadership
Employment Type: Full Time, On Site
Salary Range: $60,000 – $80,000 USD annually

Key Responsibilities

• Manage new business cases from submission through policy placement while ensuring accuracy, efficiency, and timely follow-up
• Review applications and supporting documentation for completeness, accuracy, and missing information prior to carrier submission
• Set up and maintain accurate case records within agency management and CRM systems
• Communicate directly with brokers to gather case details, understand objectives, and provide status updates throughout the underwriting process
• Coordinate with carriers, underwriters, and internal teams to proactively address underwriting requirements and resolve issues that may delay approval
• Assist with preliminary underwriting preparation by organizing medical, financial, and case-related documentation when applicable
• Prepare complete application packets, cover letters, and supporting documentation for carrier submissions
• Monitor pending business and maintain proactive follow-up to ensure timely movement of cases through the underwriting and placement process
• Identify alternative solutions or carrier options when necessary to improve policy placement outcomes
• Support reporting and case updates for leadership and sales teams
• Navigate carrier websites, portals, and internal systems to manage documentation and workflow processes efficiently

Qualifications

• Prior experience in case management, insurance operations, underwriting support, financial services, or related administrative environments preferred
• Strong attention to detail and ability to maintain accuracy in a high-volume environment
• Excellent organizational, communication, and follow-up skills
• Ability to manage multiple priorities and deadlines simultaneously
• Comfortable communicating with brokers, carriers, clients, and internal teams professionally and confidently
• Strong problem-solving abilities with a proactive and solutions-oriented mindset
• Experience working with CRM, AMS, or case management systems preferred
• Proficiency with Microsoft Office and general business software platforms preferred

Compensation
The published salary range is intended as a general guideline and may vary based on experience, education, skill set, and overall qualifications.

EEO Statement
Topaz HR is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, gender, national origin, age, disability, or any other status protected by applicable law. We are committed to fostering an inclusive environment for all employees.

Please Note
Topaz HR is conducting this search on behalf of a confidential client. Additional company details will be shared with qualified candidates during the interview process.