Insurance Case Manager / New Business Coordinator Melville, NY | Full-Time About Us Our 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 Overview We 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 issue Coordinate parameds, APSs, and underwriting requirements Communicate with clients about outstanding items Process policy updates (beneficiary, billing, loans, etc.) Maintain compliance records and track new business pipeline Qualifications Active Life & Health license required 2+ years of experience in insurance operations or case management Excellent organizational and client service skills Ability to manage multiple cases simultaneously C Wealth Conservation Group
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