Job Description
Essential Duties and Responsibilities
Perform initial review of annuity applications and requirements
Perform timely entry of initial applications
Prioritize application processing based on approaching deadlines
Validate agent licensing, appointments and product training for business submitted
Input requirements into database and review for accuracy
Verify appropriate contract structure and like registration to brokerage accounts
Submit good order applications to insurance carriers
Send follow up notices to financial advisors/agents until processing requirements are completed
Review and respond to various requests from financial advisors
Respond to requests from insurance companies on pending business and requirements
Submission of paperwork for submission to the insurance companies
Support end of day process which may include balancing with appropriate wire accounts and/or submitted business reports
Close cases that are not in good order in appropriate timeframe
Support Annuity Care Specialists with daily tasks as needed
Manage status mailbox for resolutions
Performs other duties and responsibilities as assigned
Knowledge, Skills, and Abilities
Knowledge of
Advanced Knowledge of:
Principles, practices, and procedures of general office concepts
Policies that govern insurance operations.
Process flows within specific assigned functional area.
Regulations for specific assigned functional area.
Skill in
Advanced Skill in:
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Ability to
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
Analyzing data to identify discrepancies.
Problem solving.
Educational/Previous Experience Requirements
High School Diploma or equivalent and a minimum of one (1) year experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service.
OR ~
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
Education
High School (HS)
Work Experience
General Experience - 4 to 6 months
Certifications
Travel
Less than 25%
Workstyle
Hybrid
At 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.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At 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.
