POSITION: Associate Case Processor
Location: Fort Lauderdale – HQ
Reports To: Director of Life Insurance
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 motivated and resourceful Associate Case Processor to join our Life Insurance team. In this role, you will partner closely with the New Business Case Manager to independently manage assigned life insurance and annuity cases, guiding them from submission through final decision. This role requires strong judgment, the ability to resolve case issues proactively, and excellent relationship-building skills with both advisors and carriers. The ideal candidate will be highly organized, detail-oriented, and capable of balancing multiple priorities in a fast-paced environment.
Key Responsibilities
- Own and manage assigned cases from submission through decision, ensuring timely and accurate processing.
- Review applications for compliance and determine corrective actions independently, escalating only complex issues as needed.
- Act as a primary point of contact for advisors on assigned cases, providing guidance, recommendations, and proactive communication.
- Interpret and apply carrier underwriting guidelines to anticipate case outcomes and prepare advisors accordingly.
- Coordinate with carriers to resolve escalated issues, negotiating solutions when necessary.
- Identify process inefficiencies, recommend improvements, and assist in implementing best practices.
- Contribute to the creation of training materials, case management resources, and advisor support documentation.
- Collaborate with internal departments (contracting, commissions, marketing) to ensure seamless case flow.
- Exercise discretion in prioritizing urgent cases, making independent decisions on next steps to protect the client experience.
Compensation details: 50000-65000 Yearly Salary
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