New Business Associate, Life Insurance

2 weeks ago


Santa Clarita, United States Raymond James Financial Services Full time

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

New Business Associate, Life Insurance

How does the role impact the organization?

Under general supervision, provides support and assistance to facilitate underwriting process for life insurance applications submitted by financial advisors/agents.  Associate will enter record into agency management system, communicate with vendors to order necessary underwriting requirements and complete follow up on requirements ordered.  Associate with work closely with financial advisors/agents and other members of the team.  All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures.

What will your role be responsible for?

  • 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
  • Follow-up on requests for information 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 financial advisors/agents with requests for information
  • Performs other duties and responsibilities as assigned.

What can you expect from us?

Our most important investment is in people.  Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.



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