{"id":3301704,"url":"https://alion.io/job/raymond-james-life-care-associate-3","title":"Life Care Associate","company":{"id":1768977,"name":"Raymond James","domain":"raymondjames.com","url":"https://alion.io/company/raymondjames-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":30,"ghost_share":0,"stale_share":0.967,"repost_share":0,"time_to_fill_p50_days":21,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Troy, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":54000,"max_usd":111000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1839},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-26T23:52:38Z","employer_posted_date":"2026-10-26","last_verified_at":"2026-10-30T20:58:53Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Job Description Summary\nJob Description\nUnder general supervision, provides support and assistance to Life Care Specialist to facilitate underwriting process for life insurance applications submitted by financial advisors/agents. Associate will prepare client file for review, 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 Specialist and other members of the team. All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures.\nEssential Duties and Responsibilities:\nPerform initial review of submitted life insurance applications\nValidate agent licensing and appointment for business submitted\nInput case into agency management system for permanent record of business\nSubmit good order applications to insurance carriers via secure delivery\nOrder paramedical exams required by carrier for underwriting decision\nTrack completion of exams and forward to insurance carrier for review\nOrder medical records for clients to assist in underwriting decision\nFollow-up on requests for medical records to ensure timely completion\nProcess issued life insurance policies for mailing to financial advisors/agents\nSend follow up notices to financial advisors/agents until delivery requirements are completed\nReview and submit delivery requirements to insurance carrier\nEnsure delivery requirements are received by insurance carrier and policy is placed in force\nProcess various policy service requests\nSupport Life Care Specialists with daily tasks\nPerforms other duties and responsibilities as assigned.\nAdvanced Knowledge of:\nPrinciples, practices, and procedures of general office concepts\nPolicies that govern personal life insurance operations.\nProcess flows within specific assigned functional area.\nRegulations for specific assigned functional area.\nAdvanced Skill in:\nOperating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.\nAbility to:\nOrganize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.\nUse appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.\nEffectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.\nAnalyzing data to identify discrepancies.\nProblem solving.\nEducational/Previous Experience Requirements:\nHigh 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.\n~or~\nAny equivalent combination of experience, education, and/or training approved by Human Resources.\nLicenses/Certifications:\nLife, Health and Variable Annuities License is helpful but not required.\n Education\nHigh School (HS) - CompletedWork Experience\nGeneral Experience - 13 months to 3 yearsCertifications\nTravel\nLess than 25% Workstyle\nHybridThe total compensation for this position includes base salary or wages, andmay include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.\nAt 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. \nWe expect our associates at all levels to:\nGrow professionally and inspire others to do the same\nWork with and through others to achieve desired outcomes\nMake prompt, pragmatic choices and act with the client in mind\nTake ownership and hold themselves and others accountable for delivering results that matter\nContribute to the continuous evolution of the firm\nAt 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.\n#LI-JM1","description_format":"text","description_chars":4870,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Life insurance","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-26T23:52:38Z"}],"visa":[],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.632,"p_room":1,"age_days":3,"expected_fill_days":21,"reasons":["conf:3","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-10-30T05:48:23Z"},"pay":null,"html_url":"https://alion.io/job/raymond-james-life-care-associate-3","json_url":"https://alion.io/job/raymond-james-life-care-associate-3.json","meta":{"generated_at":"2026-10-31T00:57:56Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1450,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-01T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1768977},"rest":"https://alion.io/mcp/rest/get_company?id=1768977"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fraymond-james-life-care-associate-3"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fraymond-james-life-care-associate-3"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fraymond-james-life-care-associate-3"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/raymond-james-life-care-associate-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fraymond-james-life-care-associate-3"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3301704}},{"tool":"search_jobs","arguments":{"company":"raymondjames.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3301704},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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