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

Job 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.

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

Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 7 to 12 months

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.

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