Annuity Care Specialist

Annuity Care Department SpecialistUnder general supervision, provides support and assistance to Annuity Care Department to facilitate the processing of annuity applications submitted by financial advisors/agents. Specialist is responsible for coordinating requirements gathering on behalf of the insurance company, communicating with carriers and financial advisor/agent as necessary throughout the process. Identifying issues and working to resolve favorably. Specialist works closely with Annuity Care Associate 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 ResponsibilitiesPerform review of annuity applications and requirementsPerform timely entry of initial applicationKeep abreast of product changes and deadlinesPrioritize application processing based on approaching deadlinesWork with licensing team on issues related to submitted businessInput requirements into database and review for accuracyVerify appropriate contract structure and like registration to brokerage accountsSubmit good order applications to insurance carriersSend follow up notices to financial advisors/agents until processing requirements are completedReview and respond to various requests from financial advisorsCommunicate with insurance companies regarding submitted business or issuesSupport end of day process which may include balancing with appropriate wire accounts and/or submitted business reportsClose cases that are not in good order in appropriate timeframeSupport Annuity Care Associate with necessary tasksComplete secondary application review for Annuity Care Associates as neededPerforms other duties and responsibilities as assignedKnowledge ofPrinciples, practices, and procedures of general office conceptsPolicies that govern insurance operations.Process flows within specific assigned functional area.Regulations for specific assigned functional area.Skill inCommunicating detailed information provided by insurance company to clearly provide financial advisors/agents with status and course of actionRelayed information to insurance carriers to help ensure best practicesIdentifying potential issues related to annuity processingOperating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.Ability toOrganize, 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.Education/Previous ExperienceHigh 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.EducationHigh School (HS)Work ExperienceGeneral Experience - 7 to 12 monthsCertificationsTravelLess than 25%WorkstyleHybridThe 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 sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute 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.