- Raymond James Financial, Inc. (Troy, MI)
- …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… more
- Raymond James Financial, Inc. (Troy, MI)
- …Under direct supervision, the Service Associate provides foundational support to the One Insurance Solution Team. This role focuses on administrative tasks, advisor ... service, and operational support while building knowledge of insurance processes and internal systems. **Essential Duties and Responsibilities** + Monitor and manage shared team email inboxes, ensuring timely responses and task routing. + Sort, scan, and… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes ... and internal codes of conduct. + Answer the telephone and assist callers or those making varied inquiries by email with any basic requests for information, directing more complex matters to colleagues, as necessary. + Conduct data entry into company systems,… more
- Raymond James Financial, Inc. (Troy, MI)
- …+ Perform initial review of submitted life insurance applications + Validate agent licensing and appointment for business submitted + Input case into agency ... management system for permanent record of business + Submit good order applications to insurance carriers via secure delivery + Order paramedical exams required by carrier for underwriting decision + Track completion of exams and forward to insurance carrier… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements. + Interprets rules and regulations by applying IRA and ... IRS knowledge. + Assist with various incoming requests for information, through multiple platforms. + Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex… more
- Raymond James Financial, Inc. (Troy, MI)
- …As a **Senior Life Insurance Underwriter** , you will play a critical role in facilitating the sale of life insurance by applying sound, cost-effective underwriting ... principles. You will assess risk and determine appropriate premium classifications based on a comprehensive evaluation of applicants' health, financial background, occupation, travel, and lifestyle. **Key Responsibilities** + **Risk Assessment &… more
- Raymond James Financial, Inc. (Southfield, MI)
- …Under intermittent supervision and with a high level of autonomy, uses extensive knowledge and skills obtained through education, experience, specialized training ... and/or certification in securities or banking industry compliance to administer and manage an assigned compliance function. Works within a specified Business Unit to lead major projects, programs, or processes with significant business impact. Influences… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Supervise others working within established operational systems. + Contribute to the development of annual and longer-term business plans; forecast performance ... against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. + Communicate the local action plan; explain how this relates to the… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes ... and internal codes of conduct. + Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards. + Use standard office software to carry out basic formatting of letters,… more
- Raymond James Financial, Inc. (Troy, MI)
- …Under general supervision, facilitates underwriting process for life insurance applications submitted by financial advisors/agents. Specialist is responsible for ... coordinating requirements gathering on behalf of the insurance company, communicating with underwriter and financial advisor/agent as necessary throughout the process. Identifying issues and working to resolve favorably. Specialist works closely with Life Care… more