Annuity Care Associate

Job Posting

Essential Duties and 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

Knowledge, Skills, and Abilities

Knowledge of

Skill in

Ability to

Educational / Previous Experience Requirements

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 :

At 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.