New Business Case Manager

Description:

POSITION: New Business Case Manager

Location: Fort Lauderdale – HQ

Department: Life Insurance

FLSA Classification: Exempt

Who We Are

At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

We are seeking a highly motivated and detail-oriented New Business Case Manager to join our Life Insurance team. This individual will hold full ownership of the end-to-end case lifecycle, acting as the key liaison between advisors, carriers, and internal resources.

You will ensure that every case progresses smoothly from application submission through underwriting decision, demonstrating diplomacy, urgency, and a service-oriented mindset. Because each case represents an advisor’s client, you will approach your work with sensitivity, professionalism, and a “servant leader” attitude.

Key Responsibilities

Case Management & Processing

• Take ownership of the new business application workflow from initial submission through final decision.
• Review applications for completeness, accuracy, and compliance with underwriting guidelines.
• Order and track medical exams, attending physician statements (APS), and additional underwriting requirements.
• Identify, resolve, and communicate application errors or missing information.

Advisor & Carrier Engagement

• Collaborate with advisors and/or their staff to ensure clarity, accuracy, and proper documentation on all cases.
• Act as the primary point of contact for carriers to ensure timely processing and address case-related issues.
• Provide frequent case updates, underwriting decisions, and follow-up communication to advisors and internal teams.

Technology & Systems

• Regularly review carrier portals for case status updates and next-step requirements.
• Utilize OneHQ for policy information, carrier and advisor contracting status, and internal case data.
• Leverage Salesforce to document advisor interactions, notes, and case milestones.
• Use Jump to record call and meeting notes.
• Use ECA Marketing platforms for term life quotes and eApplications.
• Navigate multiple carrier websites to obtain illustrations for Life, LTC, and Disability Income products.
• Use 3CX phone system for advisor and carrier communication.
• Prepare for transition to iPipeline as future application processing is centralized.

Operational Excellence

• Ensure all cases are processed efficiently, accurately, and in alignment with internal workflow standards.
• Understand and partner with internal resources (contracting, commissions, case design, new business, etc.) to support case progression.
• Maintain a customer-first mentality, treating each case as a reflection of the advisor’s client relationship.
• Stay current on carrier requirements, underwriting changes, and internal product updates.

Requirements:

Must-Have Qualifications

Background and Education:

• 2+ years of experience in new business processing or case management within the life insurance or financial services industry.
• 215 Life, Health & Variable Annuity License preferred, or willingness to obtain within required timeframe.
• Understanding of Life, Long-Term Care (LTC), and Disability Income (DI) product lines.
• Strong analytical skills with the ability to review, detect, and correct errors in applications for underwriting compliance.
• Exceptional communication and relationship-building skills with advisors, carriers, and internal teams.
• Ability to manage multiple cases simultaneously while maintaining accuracy and urgency.
• A proactive, service-oriented mindset, treating every case as a high-priority client relationship.

Technology Expertise:

• Proficiency in Microsoft Office Suite.
• Experience using:
• OneHQ for policy and contracting information
• Salesforce or other CRM systems
• Jump for call/meeting notes
• Carrier websites for illustrations and case tracking
• 3CX phone system
• ECA Marketing tools for term life quotes and eApps
• Video/Audio dictation tools for correspondence
• Familiarity with iPipeline is a plus (implementation coming soon).

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 10 pounds if/when necessary.
• Routine use of telephone and email.
• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Generous PTO + 10 NYSE company holidays per year
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology
• Access to an on-site gym (free of charge)
• Weekly vehicle detailing (at additional cost)