Hybrid Life Insurance Case Specialist

Raymondjames; Troy (MI); Híbrido; USD 60 000 - 90 000; Tempo integral

Resumo da oferta

Raymond James is seeking a Life Insurance Underwriting Specialist to support financial advisors in completing applications, coordinate requirements, and liaise with underwriters to secure timely, accurate decisions. You will review medical information, monitor case progress, update the agency management system, and help ensure client satisfaction while adhering to department guidelines.

This hybrid role requires strong organization, clear communication, and the ability to manage multiple cases

Qualificações

• Underwriting coordination across life insurance applications.
• Strong communication with advisors and underwriters.
• Knowledge of life insurance products and underwriting guidelines.
• Ability to manage multiple cases with deadlines.
• Familiarity with policy regulations.

Responsabilidades

• Provide assistance to financial advisors/agents in completing life insurance applications.
• Develop and maintain contacts at insurance carriers.
• Keep abreast of product updates and underwriting guidelines.
• Update life team on underwriting issues.
• Review medical records to ensure proper risk class is applied.
• Provide status updates to financial advisors/agents.
• Assist with illustrations and case updates.

Conhecimentos

Underwriting coordination

Client communications

Issue identification

Office software proficiency

Regulatory compliance awareness

Formação académica

High School Diploma

Associate Degree

Bachelor's Degree

Descrição da oferta de emprego

Raymond James is seeking a Life Insurance Underwriting Specialist to support financial advisors in completing applications, coordinate requirements, and liaise with underwriters to secure timely, accurate decisions. You will review medical information, monitor case progress, update the agency management system, and help ensure client satisfaction while adhering to department guidelines.

This hybrid role requires strong organization, clear communication, and the ability to manage multiple cases