Raymond James
Life Care Associate
Saint Petersburg, Florida - United States, USA
Sponsorship not specifiedDetected 2 days ago
ResearchCommunicationUnderwriting
About the role
- Job Description Summary Job Description Under general supervision, facilitates underwriting process for life insurance applications submitted by financial advisors/agents.
- Identifying issues and working to resolve favorably.
- Specialist works closely with Life Care Associate and other team members to ensure client satisfaction.
Responsibilities
- Develop and maintain contacts at insurance carriers
Requirements
- General Experience - 13 months to 3 years
Nice to have
- Bachelors Degree Preferred.
Compensation
- The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Benefits
- Life, Health and Variable Annuities License is helpful but not required.
- The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
- Provide assistance to financial advisors/agents in completing life insurance applications
- Determine risk class quoted and review any medical information submitted with the application to ensure the PI currently qualifies for the quoted risk class
- Review medical records to ensure all necessary items are received to avoid delay and to determine if quoted risk class will still apply based on information obtained in medical records
- Forward medical records to the carrier to match to client file and reviewed by the underwriter.
Company info
- Under general supervision, facilitates underwriting process for life insurance applications submitted by financial advisors/agents.
- Specialist is responsible for coordinating requirements gathering on behalf of the insurance company, communicating with underwriter and financial advisor/agent as necessary throughout the process.
- All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures.
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Apply directly at Raymond James →Create a free account for alerts like thisView Raymond James immigration profile
This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.