Life Insurance Underwriting Support Specialist

121 The Producers Choice, LLC; Saint Petersburg (FL); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking an associate to support underwriting for life insurance applications. The role involves preparing client files, entering records in the agency management system, and coordinating with vendors to obtain underwriting requirements.

Ideal candidates have a High School Diploma and 3+ years in annuities or life insurance, with experience in document processing and a willingness to work in a hybrid environment in St. Petersburg, FL.

Qualifications

• High School Diploma or equivalent required.
• 3+ years experience in annuities, life insurance, long-term care, disability income products or related financial services.
• Licenses in Life/Health/Variable Annuities helpful but not required.

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.
• Submit good order applications to carriers via secure delivery.
• Order paramedical exams and medical records for underwriting.
• Support Life Care Specialists with daily tasks and follow up on requirements.

Skills

Organizational skills

Communication skills

Data entry

Education

High School Diploma or equivalent

Job description

Raymond James is seeking an associate to support underwriting for life insurance applications. The role involves preparing client files, entering records in the agency management system, and coordinating with vendors to obtain underwriting requirements.

Ideal candidates have a High School Diploma and 3+ years in annuities or life insurance, with experience in document processing and a willingness to work in a hybrid environment in St. Petersburg, FL.