Care Associate

Life Care Associate – Raymond James

Job Description

Summary:

Under general supervision, provides support and assistance to Life Care Specialists to facilitate underwriting processes for life insurance applications submitted by financial advisors/agents. The Associate prepares client files, enters records into the agency management system, communicates with vendors, orders underwriting requirements, and follows up on requirements.

• 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 in place
• Process various policy service requests
• Support Life Care Specialists with daily tasks
• Perform other duties as assigned

• Knowledge of: general office concepts, personal life insurance operations, process flows, and regulations for the assigned functional area
• Skills: operating standard office equipment and using required software for correspondence, reports, electronic communication, spreadsheets, and databases
• Abilities: organize, manage, and track multiple detailed tasks; communicate effectively; gather information and analyze; identify discrepancies; problem solve

• High School Diploma or equivalent and minimum 3 years’ experience in annuities, life insurance, long‑term care, disability income products, financial services industry or customer service.
• Or equivalent combination of experience, education, and/or training approved by Human Resources.

• Life, Health and Variable Annuities License (helpful but not required)

Education: Bachelor’s in Accounting, Business Administration or Finance

Work Experience: 7 to 12 months (general experience)

Certifications: [None specified]

Travel: Less than 25%

Workstyle: Hybrid

By joining Raymond James, associates work in a culture guided by five behaviors—Develop, Collaborate, Decide, Deliver, Improve—aligned with the firm’s values of client‑first, integrity, independence, and a long‑term view.

We expect our associates at all levels to grow professionally, work through others, make pragmatic choices, take ownership, and contribute to the firm’s evolution.

Raymond James is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.