Policy Care Specialist Annuity

Position: Policy Care Specialist - Life & Annuity
** Job Description Summary
** Under general supervision, the Policy Care Specialist supports branch operations, advisor transitions, and client service for the One Insurance Solution Team. This role ensures smooth onboarding, accurate processing, and timely resolution of service issues while coordinating with internal departments, advisors, and insurance carriers.
** Job Description
** Under general supervision, the Policy Care Specialist supports branch operations, advisor transitions, and client service for the One Insurance Solution Team. This role ensures smooth onboarding, accurate processing, and timely resolution of service issues while coordinating with internal departments, advisors, and insurance carriers.
** Essential Duties and Responsibilities
*** Support branch operations by managing advisor transitions, account updates, and documentation.
* Process new business applications and handle money movement requests in accordance with compliance standards.
* Assist advisors by execute trades and process account activity.
* Respond to advisor and client inquiries via phone and email, ensuring timely and accurate follow-up.
* Monitor and manage shared team email inboxes and route tasks appropriately.
* Sort, scan, and distribute incoming mail and documentation.
* Collect and organize information from insurance carriers to support case work.
* Maintain and update internal systems with accurate data and case notes.
* Assist with weekly reporting and documentation tracking.
* Perform other administrative and support duties as assigned.
** Knowledge, Skills, and Abilities
**** Knowledge of
*** Insurance and financial services operations.
* Branch workflows and advisor transition processes.
* Internal systems and document handling procedures.
** Skill in
*** Managing multiple tasks and meeting deadlines.
* Communicating clearly and professionally with advisors and internal teams.
* Using Microsoft Office and internal platforms for documentation and reporting.
** Ability to
*** Deliver high-quality service in a fast-paced environment.
* Build strong working relationships across departments.
* Stay organized and follow through on tasks with minimal supervision.
* Adapt to changing priorities and handle pressure effectively.
** Educational/Previous Experience Requirements
*** High school diploma or equivalent required.
* Associate’s degree preferred.
* 2–3 years of experience in financial services or insurance operations.
* OR:
* An Equivalent combination of experience, education, and/or training approved by Human Resources
** Licenses/Certifications
*** Insurance licenses (2–14); must be obtained within 3 months of hire.
* SIE and Series 6 required within 9 months of hire
** Education
* * Associate's, High School (HS)
** Work Experience
** General Experience - 3 to 6 years
** Certifications
* *** Travel
* * Less than 25%
** Workstyle
* * Hybrid 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.#LI-JM1

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.

As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay.
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