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Life Insurance Associate
2 months ago
Job Title: Life Insurance Associate
Job Summary:
We are seeking a highly organized and detail-oriented Life Insurance Associate to join our team at Raymond James Financial. As a Life Insurance Associate, you will play a critical role in supporting the underwriting process for life insurance applications submitted by financial advisors/agents.
Key Responsibilities:
- Initial Review of Life Insurance Applications: Perform a thorough review of submitted life insurance applications to ensure accuracy and completeness.
- Agent Licensing and Appointment Validation: Verify agent licensing and appointment for business submitted.
- Case Input and Tracking: Input case into agency management system for permanent record of business and track completion of exams and forward to insurance carrier for review.
- Ordering Paramedical Exams: Order paramedical exams required by carrier for underwriting decision.
- Delivery Requirements: Review and submit delivery requirements to insurance carrier and ensure delivery requirements are received by insurance carrier and policy is placed inforce.
- Policy Service Requests: Process various policy service requests and support financial advisors/agents with requests for information.
Requirements:
- Education: High School Diploma or equivalent.
- Experience: Minimum of three (3) years' experience in the areas of life insurance or financial services industry or customer service.
- Licenses/Certifications: Life and Accident & Illness License is helpful but not required.
What We Offer:
- Competitive Compensation and Benefits Package: Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more
- Flexible Workstyles: Upon eligibility, Raymond James Ltd offers flexible workstyles to support work-life balance.
- Professional Growth and Development: We encourage our associates to grow professionally and inspire others to do the same.
Equal Opportunities Employer: Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.