Job Description Summary

Under general supervision, uses knowledge and skills, obtained through education and/or experience, to assist with renewals, claims, and evergreen services related to the firm’s insurance programs within a functional area. Recommends improvements for departmental and business unit processes. Results are evaluated at agreed upon milestones for effectiveness. Routine contact with internal and external customers is required to identify, research and resolve problems.

Job Description

Essential Duties and Responsibilities

• Supports insurance activities for assigned area of responsibility in accordance with internal standards, relevant government statutes and regulations.
• Collaborates with colleagues, other groups within the firm, and insurance brokers to ensure delivery
• of required insurance documents.
• Develops and maintains an understanding of business areas, its products, and general functions.
• Assists with the monitoring of claims.
• Supports colleagues with gathering the data collection and analysis associated with insurance
• programs.
• Contributes to the evaluations of quarterly reporting and annual renewals.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Standard Office skills. · Fundamental concepts of insurance policy renewals and claims handling.
• Insurance industry and terminology. · Fundamental concepts of financial markets and products.
• Financial markets and products.
• Fundamental subject matter expertise associated with the area of responsibility.

Skill in

• Working understanding of insurance.
• Works well individually, and in teams, shares information, and supports colleagues.
• Strong verbal and written communication and interpersonal skills.
• Proven ability to build strong relationships, learn quickly, and be flexible.
• Ability to be able to multi task, complete tasks on time, and be able to adapt to changing priorities.
• Enthusiastic, self-motivated, effective under pressure.
• Setting up and processing claims.

Ability to

• Attend to detail while maintaining a big picture orientation.
• Gather information and apply findings to assignments.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing
• priorities in a fast-paced work environment.
• Work independently, demonstrating initiative and problem solving skills.
• Provide a high level of customer service.
• Establish and maintain effective working relationships.

Education

Bachelor’s: Actuarial Science, Bachelor’s: Applied Mathematics, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

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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