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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:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

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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