Annuity Care Associate
| Company | Raymond James Financial |
|---|---|
| Location | Troy, MI, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior |
Requirements
- Advanced Knowledge of principles, practices, and procedures of general office concepts
- Advanced Knowledge of policies that govern insurance operations
- Advanced Knowledge of process flows within specific assigned functional area
- Advanced Knowledge of regulations for specific assigned functional area
- 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
- Ability to use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels
- Ability to effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions
- Ability to analyze data to identify discrepancies
- Ability to problem solve
- 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
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
Preferred Qualifications
-
No preferred qualifications provided.