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Life Insurance Associate
2 months ago
We are seeking a highly organized and detail-oriented Life Insurance Associate to join our team at Raymond James Financial. As a key member of our underwriting team, you will play a critical role in supporting the growth and success of our business.
Key Responsibilities- Initial Application Review: Perform a thorough review of submitted life insurance applications to ensure accuracy and completeness.
- Agent Validation: Verify agent licensing and appointment for business submitted.
- Case Management: Input case information into our agency management system for permanent record-keeping.
- Application Submission: Submit good order applications to insurance carriers via secure delivery.
- Exam Coordination: Order paramedical exams required by carriers for underwriting decisions.
- Exam Tracking: Track completion of exams and forward to insurance carriers for review.
- Follow-up and Communication: Follow up on requests for information to ensure timely completion and communicate with agents and carriers as needed.
- Policy Processing: Process issued life insurance policies for mailing to financial advisors/agents.
- Delivery Requirements: Review and submit delivery requirements to insurance carriers.
- Policy Placement: Ensure delivery requirements are received by insurance carriers and policies are placed in force.
- Policy Services: Process various policy service requests.
- Agent Support: Provide support to financial advisors/agents with requests for information.
- Education: High School Diploma or equivalent.
- Experience: A minimum of three (3) years' experience in the life insurance or financial services industry or customer service.
- Licenses/Certifications: Life and Accident & Illness License is helpful but not required.
At Raymond James Financial, we offer a competitive compensation and benefits package, including flexible workstyles, health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and more. We also support internal promotion and community involvement.
We are an equal opportunity employer and make all employment decisions on the basis of merit and business needs. We value diversity and inclusion in the workplace and encourage our associates to bring their best authentic selves to work.
