Licensing Care Associate

Raymond James, Inc.; Troy (MI); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

Parental leave

Job summary

Raymond James, Inc. in Troy, MI is seeking a Licensing Care Associate to support the licensing department with contracting, appointments, and product training for financial advisors.

You will coordinate requirements, communicate with carriers and advisors, and help resolve issues to ensure timely licensing completion. Responsibilities include processing license requests, data entry, and maintaining clear status updates.

Qualifications

• High school diploma or equivalent with relevant experience in financial services or customer service.
• Experience handling licensing, contracting, or product training in insurance or financial services is preferred.
• Strong organizational skills and attention to detail for processing licensing requirements.

Responsibilities

• Review contracting applications and appointment requests, and coordinate product training.
• Submit license and appointment requests in a timely manner and maintain accurate records.
• Input requirements into databases and verify data accuracy.
• Respond to inquiries regarding agent licenses and appointments; escalate when needed.
• Follow up with advisors until licensing requirements are completed and communicated.

Skills

Communication

Multitasking

Data entry

Customer service

Education

High School diploma or equivalent

Associate’s degree in Finance or Business

Bachelor’s Degree preferred

Tools

Microsoft Office

Database entry

CRM systems

Job description

Licensing Care AssociateThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality may be limited. Manage Preferences### Licensing Care AssociateApply: Troy, Michigan - United States: Full time: Posted Today: R-0013529**Job Description Summary****Job Description**Under limited supervision, provides support and assistance to Licensing Department to facilitate the processing of Insurance company contracting and appointment requests, as well as product and state training for our financial advisors/agents. Associate is responsible for coordinating requirements gathering on behalf of the insurance company, communicating with carriers and financial advisor/agent as necessary throughout the licensing process. Identifying issues and working to resolve favorably. Associate works closely with Licensing Specialist and other team members to ensure client satisfaction. All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures. **Essential Duties and Responsibilities*** Perform review of contracting applications, appointment requests, product training and requirements* Perform timely submission of license and appointment requests* Input requirements into database and review for accuracy* Respond to inquiries received regarding agent licenses and appointments* Send follow up notices to financial advisors/agents until licensing requirements are completed* Respond to escalated issues and requests from financial advisors* Work with new business team on issues related to submitted business* Communicate with insurance companies regarding submitted business or issues* Work with financial advisor and insurance companies on escalated cases* Monitors and works licensing mailbox for timely resolution* Communicate with management with escalated problems as needed* Special Projects related to Insurance Licensing Initiatives* Performs other duties and responsibilities as assigned **Knowledge, Skills, and Abilities****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:*** Communicating detailed information provided by insurance company to clearly provide financial advisors/agents with status and course of action* Relaying information to insurance carriers to help ensure best practices* Identifying potential issues related to licensing* 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 with a minimum of four (4) years’ experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service related field preferred.* OR ~* Associate’s degree (A.A.) in Finance or Business related field from a two-year college or technical school and two (2) years’ experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service related field preferred.* Bachelor’s Degree Preferred.* OR ~* Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications*** None **Education**Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS)**Work Experience**General Experience - 3 to 6 years**Certifications****Travel**Less than 25%**Workstyle**HybridThe total compensation for this position includes base salary or wages, and may 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.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 firmAt 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.#LI-JM1