Policy Care Specialist - Life & Annuity
Raymond James & Associates, Inc., Research Division(3 months ago)
About this role
A Policy Care Specialist on the One Insurance Solution Team provides operational and client-support functions within a financial services branch environment. The role focuses on ensuring smooth onboarding, accurate processing, and timely resolution of service issues while coordinating with internal teams, advisors, and insurance carriers. It contributes to maintaining data integrity and supporting reporting and documentation needs.
Required Skills
- Advisor Support
- Advisor Transitions
- Account Updates
- Document Handling
- New Business
- Money Movement
- Trade Execution
- Client Communication
- Email Management
- Data Entry
+2 more
Qualifications
- High School Diploma
- Associate's Degree (Preferred)
- Insurance Licenses (2-14)
- SIE
- Series 6
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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