New Business Case Manager

Description

Company Summary: Sound Income Group is a trusted leader in the wealth management industry, dedicated to providing innovative, income-focused investment strategies to individuals and institutions. With over $1.5 billion in assets under management, the firm offers personalized financial solutions tailored to meet the unique needs of its clients. Sound Income Group prides itself on its commitment to transparency, integrity, and educational support, working closely with financial advisors to ensure optimal portfolio performance and long-term financial security. Their team of experts uses a client-centered approach, leveraging deep market knowledge and advanced technology to navigate the complexities of income generation in today's financial landscape.

Job Summary: We are seeking a highly motivated and detail-oriented New Business Case Manager to join our dynamic team. In this role, you will be responsible for taking ownership of the end-to-end case process, engaging with advisors and carriers, and ensuring all cases reach a decision stage. You will treat every case with the utmost care and sensitivity, recognizing that the agent’s client is the priority, and you will act as an extension of the advisor. A servant attitude and keen attention to detail will be key to your success in this role.

Requirements

Key Responsibilities:

• Take ownership of the new business application process from submission to decision stage.
• Engage with advisors and/or their staff to ensure smooth communication and resolution of case issues.
• Coordinate with carriers to ensure timely processing of cases and address any issues that may arise.
• Order medical examinations and/or medical records as necessary.
• Review and resolve any errors on applications to ensure compliance with underwriting guidelines.
• Maintain a strong focus on ensuring that all cases are processed efficiently and in line with company policies.
• Communicate underwriting decisions and case statuses to advisors and internal teams.
• Regularly review carrier websites for updates on cases and provide necessary feedback to advisors.
• Understand internal resources (contracting, commissions, etc.) and effectively utilize them to support case processing.
  
  

Qualifications

• 2 years of experience in new business processing or a similar role within the insurance or financial services industry.
• Strong analytical skills and the ability to review and correct applications for underwriting compliance.
• Familiarity with various product lines including Life Insurance, Long-Term Care, and Disability Income.
• Excellent communication skills, with the ability to engage effectively with advisors and carriers.
• Ability to manage multiple tasks simultaneously while maintaining a high level of attention to detail.
• A servant attitude with a customer-first mentality, treating every case as the advisor’s client, not ours.
• 215 Life Insurance license preferred or willingness to obtain within a specified timeframe.
  
  

Physical Requirements

• Ability to work for extended periods at a desk using a computer with a keyboard, mouse, and monitor.
• Occasional repetitive motions for computer equipment use.
• Ability to lift up to 10 pounds if/when necessary.
• Regular use of telephone and email for communication.
• Work is typically performed in an office setting, involving routine sitting, bending, and stooping.