Service Associate - Life & Annuity Operations

Raymond James FinancialTroy, MI, US

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Service Associate

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 distribute incoming mail and documentation.
Perform data entry and maintain accurate records in internal systems.
Collect and organize information from insurance carriers for case support.
Assist with basic advisor inquiries and escalate complex issues as needed.
Support the preparation of client materials and internal reports.
Participate in team meetings and training sessions.
Perform other administrative and support duties as assigned.

Knowledge, Skills, and Abilities

Knowledge of

Basic office procedures and administrative practices.

Insurance terminology and advisor workflows (preferred).

Internal systems and document handling processes.

Skill in

Managing multiple tasks with attention to detail.

Communicating clearly and professionally via email and phone.

Using Microsoft Office and internal platforms for data entry and documentation.

Ability to

Provide excellent service to internal partners and advisors.

Stay organized and follow through on assignments.

Learn quickly and adapt to changing priorities.

Work collaboratively within a team and independently when needed.

Educational / Previous Experience Requirements

High school diploma or equivalent required.

Associate's degree or relevant coursework in business or finance preferred.

12 years of administrative or customer service experience, ideally in financial services.

OR :

An Equivalent combination of experience, education, and / or training approved by Human Resources

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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