Raymond James
Life Care Associate
– Raymond James
Job Description Summary:
Under general supervision, provides support and assistance to Life Care Specialists to facilitate underwriting processes for life insurance applications submitted by financial advisors/agents. The Associate prepares client files, enters records into the agency management system, communicates with vendors, orders underwriting requirements, and follows up on requirements.
Essential Duties and Responsibilities
Perform initial review of submitted life insurance applications
Validate agent licensing and appointment for business submitted
Input case into agency management system for permanent record of business
Submit good order applications to insurance carriers via secure delivery
Order paramedical exams required by carrier for underwriting decision
Track completion of exams and forward to insurance carrier for review
Order medical records for clients to assist in underwriting decision
Follow‑up on requests for medical records to ensure timely completion
Process issued life insurance policies for mailing to financial advisors/agents
Send follow‑up notices to financial advisors/agents until delivery requirements are completed
Review and submit delivery requirements to insurance carrier
Ensure delivery requirements are received by insurance carrier and policy in place
Process various policy service requests
Support Life Care Specialists with daily tasks
Perform other duties as assigned
Knowledge, Skills and Abilities
Knowledge of:
general office concepts, personal life insurance operations, process flows, and regulations for the assigned functional area
Skills:
operating standard office equipment and using required software for correspondence, reports, electronic communication, spreadsheets, and databases
Abilities:
organize, manage, and track multiple detailed tasks; communicate effectively; gather information and analyze; identify discrepancies; problem solve
Education and Experience
High School Diploma or equivalent and minimum 3 years’ experience in annuities, life insurance, long‑term care, disability income products, financial services industry or customer service.
Or equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses and Certifications
Life, Health and Variable Annuities License (helpful but not required)
Additional Information Education:
Bachelor’s in Accounting, Business Administration or Finance
Work Experience:
7 to 12 months (general experience)
Certifications:
[None specified]
Travel:
Less than 25%
Workstyle:
Hybrid
By joining Raymond James, associates work in a culture guided by five behaviors—Develop, Collaborate, Decide, Deliver, Improve—aligned with the firm’s values of client‑first, integrity, independence, and a long‑term view.
We expect our associates at all levels to grow professionally, work through others, make pragmatic choices, take ownership, and contribute to the firm’s evolution.
Raymond James is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr
– Raymond James
Job Description Summary:
Under general supervision, provides support and assistance to Life Care Specialists to facilitate underwriting processes for life insurance applications submitted by financial advisors/agents. The Associate prepares client files, enters records into the agency management system, communicates with vendors, orders underwriting requirements, and follows up on requirements.
Essential Duties and Responsibilities
Perform initial review of submitted life insurance applications
Validate agent licensing and appointment for business submitted
Input case into agency management system for permanent record of business
Submit good order applications to insurance carriers via secure delivery
Order paramedical exams required by carrier for underwriting decision
Track completion of exams and forward to insurance carrier for review
Order medical records for clients to assist in underwriting decision
Follow‑up on requests for medical records to ensure timely completion
Process issued life insurance policies for mailing to financial advisors/agents
Send follow‑up notices to financial advisors/agents until delivery requirements are completed
Review and submit delivery requirements to insurance carrier
Ensure delivery requirements are received by insurance carrier and policy in place
Process various policy service requests
Support Life Care Specialists with daily tasks
Perform other duties as assigned
Knowledge, Skills and Abilities
Knowledge of:
general office concepts, personal life insurance operations, process flows, and regulations for the assigned functional area
Skills:
operating standard office equipment and using required software for correspondence, reports, electronic communication, spreadsheets, and databases
Abilities:
organize, manage, and track multiple detailed tasks; communicate effectively; gather information and analyze; identify discrepancies; problem solve
Education and Experience
High School Diploma or equivalent and minimum 3 years’ experience in annuities, life insurance, long‑term care, disability income products, financial services industry or customer service.
Or equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses and Certifications
Life, Health and Variable Annuities License (helpful but not required)
Additional Information Education:
Bachelor’s in Accounting, Business Administration or Finance
Work Experience:
7 to 12 months (general experience)
Certifications:
[None specified]
Travel:
Less than 25%
Workstyle:
Hybrid
By joining Raymond James, associates work in a culture guided by five behaviors—Develop, Collaborate, Decide, Deliver, Improve—aligned with the firm’s values of client‑first, integrity, independence, and a long‑term view.
We expect our associates at all levels to grow professionally, work through others, make pragmatic choices, take ownership, and contribute to the firm’s evolution.
Raymond James is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr