Annuity Care Specialist — Hybrid, Fast-Paced Processing

Raymond James, Inc.; Troy (MI); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Raymond James, Inc. in Troy, MI seeks an Annuity Care Specialist to support processing of annuity applications and ensure timely, accurate entry and verification of requirements.

You will liaise with financial advisors/agents and insurance carriers to resolve issues and keep cases on track. Responsibilities include reviewing applications, coordinating with licensing, and balancing end-of-day reports, with a hybrid work style and potential benefits due to role.

Qualifications

• High 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.
• Or any equivalent combination of experience, education, and/or training approved by Human Resources.
• Knowledge of policies that govern insurance operations.
• Process flows within specific assigned functional area.
• Regulations for specific assigned functional area.

Responsibilities

• Perform review of annuity applications and requirements.
• Perform timely entry of initial application.
• Submit good order applications to insurance carriers.
• Communicate with insurance companies regarding submitted business or issues.
• Support Annuity Care Associate with necessary tasks.
• Close cases that are not in good order in appropriate timeframe.

Skills

Communicating detailed information

Relaying information

Identifying potential issues

Organize tasks

Problem solving

Effective communication

Education

High School Diploma or equivalent

Job description

Raymond James, Inc. in Troy, MI seeks an Annuity Care Specialist to support processing of annuity applications and ensure timely, accurate entry and verification of requirements.

You will liaise with financial advisors/agents and insurance carriers to resolve issues and keep cases on track. Responsibilities include reviewing applications, coordinating with licensing, and balancing end-of-day reports, with a hybrid work style and potential benefits due to role.