Annuity Care Navigator

Raymond James Financial, Inc.; Troy (MI); On-site; USD 42,000 - 62,000; Full time

Job summary

Raymond James Financial, Inc. is seeking an Annuity Care Specialist to support processing of annuity applications submitted by financial advisors.

Under supervision, you will review applications, enter initial data, track deadlines, and coordinate with licensing teams and insurance carriers to resolve issues. This role emphasizes accuracy, timely communication, and the ability to balance multiple tasks in a fast-paced environment while ensuring client satisfaction and adherence to department

Qualifications

• High School Diploma or equivalent required; minimum of three (3) years' experience in annuities, life insurance, or financial services/customer service.
• Experience in processing annuity applications and coordinating with carriers is preferred.

Responsibilities

• Review annuity applications and requirements.
• Enter initial application data in a timely manner.
• Monitor product changes and deadlines.
• Prioritize processing based on deadlines.
• Collaborate with licensing on submitted business issues.
• Input requirements into database and verify accuracy.
• Submit applications to carriers.
• Follow up with advisors until requirements are complete.
• Coordinate with insurance companies on submitted business.

Skills

Communicating details

Carrier liaison

Issue identification

Office software

Education

High School Diploma or equivalent

Job description

Raymond James Financial, Inc. is seeking an Annuity Care Specialist to support processing of annuity applications submitted by financial advisors.

Under supervision, you will review applications, enter initial data, track deadlines, and coordinate with licensing teams and insurance carriers to resolve issues. This role emphasizes accuracy, timely communication, and the ability to balance multiple tasks in a fast-paced environment while ensuring client satisfaction and adherence to department