Under general supervision, facilitates the underwriting process for life insurance applications submitted by financial advisors/agents, coordinating requirements gathering and communicating with underwriters and advisors
Job Summary
Under general supervision, facilitates the underwriting process for life insurance applications submitted by financial advisors/agents, coordinating requirements gathering and communicating with underwriters and advisors.
Identifies issues and works to resolve them favorably, while collaborating with the Life Care Associate and other team members to ensure client satisfaction.
Raymond James fosters a people-first culture that honors, values, and respects the uniqueness, experiences, and backgrounds of all associates, expecting them to grow professionally, collaborate, make pragmatic choices, take ownership, and contribute to continuous evolution.
Matching Summary
Under general supervision, facilitates the underwriting process for life insurance applications submitted by financial advisors/agents, coordinating requirements gathering and communicating with underwriters and advisors.
Skills & Requirements
Must-have
Life insurance underwriting process
Communicate with underwriters and agents
Resolve underwriting issues favorably
Update agency management system
Review medical records for underwriting
Nice-to-have
Client satisfaction focus
Continuous evolution of the firm
Authentic selves at work
People-first culture
Key Requirements
Minimum 5 years experience in annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service with High School Diploma
Minimum 1 year experience in annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service with Associate's Degree
Life, Health and Variable Annuities License helpful but not required