What are the responsibilities and job description for the Life Care Associate position at Raymond James Financial Services?
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
Advanced Knowledge of :
Principles, practices, and procedures of general office concepts
Policies that govern personal life insurance operations.
Process flows within specific assigned functional area.
Regulations for specific assigned functional area.
Skill in
Advanced Skill in :
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Ability to
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
Analyzing data to identify discrepancies.
Problem solving.
Education / Previous Experience
High School Diploma or equivalent and a minimum of three (3) years’ experience in the areas of annuities, life insurance, long-term care, and / or disability income products or financial services industry or customer service.
OR ~
Any equivalent combination of experience, education, and / or training approved by Human Resources.
Licenses / Certifications
- Life, Health and Variable Annuities License is helpful but not required.
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.
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