Insurance & Annuities Administrator

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better.

Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

We are currently seeking an Insurance and Annuities Administrator to provide high-quality administrative, operational, and sales support for D.A. Davidson’s insurance and annuity business. Reporting directly to the Vice President, Director of Insurance and Annuities this role is responsible for supporting Davidson’s Financial Professionals (FPs) and internal partners in the area of state insurance licensing and appointments, continuing education, annuity and life insurance order processing, reporting and recordkeeping to help FPs grow and manage their annuity and insurance business in an efficient manner.

Additionally, the Insurance and Annuities Administrator will coordinate with insurance carriers, vendors, and internal teams to provide order entry and RegBI documentation support on new business. This role does not provide investment, insurance, or product recommendations.

• Conduct administrative review of new annuity and life insurance orders to confirm required paperwork, licensing, training, and firm documentation are complete before submission or processing.
• Support FPs with state insurance licensing requirements, renewal reminders, continuing education tracking, and related administrative questions.
• Collaborate with the Vice President, Director of Insurance & Annuities on support process and projects as needed.
• Submit and monitor carrier appointment requests on behalf of FPs, including follow-up with carriers, vendors, and internal registration or compliance partners.
• Assist with AFFIRM and Right Bridge Annuity Wizard cases.
• Process and reconcile monthly insurance and annuity commission reports, identify discrepancies, and coordinate follow-up with carriers, vendors, accounting, or internal partners as needed.
• Claim newly issued insurance and annuity contracts in applicable reporting systems and maintain accurate records for production, reporting, and oversight purposes.
• Document insurance and annuity transactions in firm recordkeeping systems and maintain organized files for carrier selling agreements, product information, and transaction support materials.
• Respond to advisor and associate inquiries in a timely, professional manner and provide clear guidance on administrative processes, required forms, submission steps, and status updates.
• Coordinate with carrier wholesalers, service teams, broker general agencies, technology vendors, and internal departments to resolve operational issues and support efficient case processing.
• Maintain awareness of approved insurance and annuity platforms, carriers, products, and administrative workflows to help ensure consistent support to advisor teams.
• Identify process improvement opportunities related to forms, workflow, communication, recordkeeping, reporting, and advisor support.
• Participate in Advisor Solutions Team or other Wealth Management projects and initiatives as assigned.

• Prior experience supporting insurance, annuity, wealth management, brokerage, banking, or financial services operations.
• Strong administrative, organizational, and follow-up skills…