Life Care Associate

Job Posting

Job Description

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 is placed inforce
• Process various policy service requests
• Support Life Care Specialists with daily tasks
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities :

Skill in :

Ability to :

Education / Previous Experience :

Licenses / Certifications :

Education : High School (HS)

Work Experience :

General Experience - 13 months to 3 years

Certifications : Travel :

Less than 25%

Workstyle : Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to :

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.