Life Insurance Associate Specialist
2 weeks ago
Raymond James Financial is a leading financial services company seeking a Life Insurance Associate to join our team. This role plays a vital part in facilitating the underwriting process for life insurance applications submitted by financial advisors/agents.
Key Responsibilities:
- Initial review of submitted life insurance applications
- Validation of agent licensing and appointment for business submitted
- Inputting case into agency management system for permanent record of business
- Submitting good order applications to insurance carriers via secure delivery
- Ordering paramedical exams required by carrier for underwriting decision
- Tracking completion of exams and forwarding to insurance carrier for review
- Following up on requests for information to ensure timely completion
- Processing issued life insurance policies for mailing to financial advisors/agents
- Sending follow-up notices to financial advisors/agents until delivery requirements are completed
- Reviewing and submitting delivery requirements to insurance carrier
- Ensuring delivery requirements are received by insurance carrier and policy is placed in force
- Processing various policy service requests
- Supporting financial advisors/agents with requests for information
Required Skills and Qualifications:
- Demonstrated knowledge of general office concepts, personal life insurance operations, and process flows within specific functional areas
- Advanced skills in operating standard office equipment and using software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- Effective communication and interpersonal skills to interact with internal associates and external contacts at all levels
- Analytical skills to gather relevant information, research, and resolve business issues to make informed decisions
Benefits:
- A competitive compensation package including salary range of $45,000 - $60,000 per year
- Performance bonuses and incentives based on individual performance
- Ongoing training and development opportunities to enhance professional growth
- A supportive and inclusive work environment that values diversity and promotes employee well-being
About Raymond James Financial:
We pride ourselves on being a leader in the financial services industry, committed to delivering exceptional client experiences and building long-term relationships with our customers. We offer a dynamic and collaborative work environment where employees can grow professionally and personally.
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