Under general supervision, facilitates the underwriting process for life insurance applications submitted by financial advisors/agents
Job Summary
Under general supervision, facilitates the underwriting process for life insurance applications submitted by financial advisors/agents.
Specialist works closely with Life Care Associate and other team members to ensure client satisfaction.
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.
Matching Summary
Under general supervision, facilitates the underwriting process for life insurance applications submitted by financial advisors/agents.
Skills & Requirements
Must-have
Life insurance underwriting process
Communication with underwriters and advisors
Issue identification and resolution
Client satisfaction
Updating agency management system
Nice-to-have
Develop and maintain carrier contacts
Stay updated on product updates
Interpersonal styles and communication
Analyze data to identify discrepancies
Key Requirements
Minimum 5 years experience (High School Diploma)
Minimum 1 year experience (Associate's Degree)
Life, Health and Variable Annuities License helpful