Life Insurance Associate

5 days ago

Old Toronto, Ontario, Canada Raymond James Financial Full time
Job Description

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.

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