Annuity Care Specialist - Efficient Processing & Support

Raymond James; Troy (MI); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Benefits package

Retirement plan

Paid time off

Job summary

Raymond James is seeking a Specialist to support the Annuity Care Department in processing annuity applications submitted by financial advisors/agents. The role coordinates requirements gathering, communicates with carriers and advisors, and resolves issues to ensure client satisfaction.

Hybrid work arrangement and a comprehensive benefits package are noted in the description. The position emphasizes timely application review, data entry, regulatory awareness, and collaboration with the

Qualifications

• High School Diploma or equivalent and at least 3 years' experience in annuities, life insurance, long-term care, disability income products, or financial services.
• Experience coordinating requirements with carriers and financial advisors/agents.
• Strong attention to detail and ability to resolve issues and balance end-of-day processes.

Responsibilities

• Review annuity applications and requirements.
• Enter initial applications timely.
• Follow up with advisors until processing is complete.
• Coordinate with licensing on submitted business issues.
• Input requirements into database and verify accuracy.

Skills

Communication

Info relay

Issue spotting

Office software

Education

High School Diploma or equivalent

Job description

Raymond James is seeking a Specialist to support the Annuity Care Department in processing annuity applications submitted by financial advisors/agents. The role coordinates requirements gathering, communicates with carriers and advisors, and resolves issues to ensure client satisfaction.

Hybrid work arrangement and a comprehensive benefits package are noted in the description. The position emphasizes timely application review, data entry, regulatory awareness, and collaboration with the