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Raymond James

Annuity Care Specialist

Work modehybrid
Typefull-time
SeniorityMid
Experience3–12 yrs
DepartmentAnnuity Care Department
EquityIncluded
Company size10,000+ people
First seenOct 10, 2026 · 1d ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Must have3
High School Diploma or equivalent
Minimum of three (3) years’ experience in annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service
Any equivalent combination of experience, education, and/or training approved by Human Resources
Benefits
Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Retirement savings
Paid time off
Parental leave
Job Description Summary
Job Description
Under 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 Responsibilities
· Perform review of annuity applications and requirements
· Perform timely entry of initial application
· Keep abreast of product changes and deadlines
· Prioritize application processing based on approaching deadlines
· Work with licensing team on issues related to submitted business
· 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
· Communicate with insurance companies regarding submitted business or issues
· 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 Associate with necessary tasks
· Complete secondary application review for Annuity Care Associates as needed
· Performs other duties and responsibilities as assigned
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 annuity processing
· 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.
Education/Previous Experience
· 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.
Education
High School (HS)
Work Experience
General Experience - 7 to 12 months
Certifications
Travel
Less than 25%
Workstyle
Hybrid
Benefits
The 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.
About the company
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 firm
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.
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