Insurance and Annuities Administrator
About the job
- Prior experience supporting insurance, annuity, wealth management, brokerage, banking, or financial services operations.
- Strong administrative, organizational, and follow-up skills, with the ability to manage multiple priorities and deadlines.
- Proficiency with Microsoft Outlook, Excel, Word, Teams, CRM, and web-based workflow or document management systems.
- Knowledge of annuity, life insurance, long-term care and disability insurance products, new business processing, and licensing and education requirements.
- Excellent written and verbal communication skills, including the ability to explain processes and requirements clearly to advisor teams and internal partners.
- High attention to detail and accuracy when reviewing forms, reports, and transaction documentation.
- Ability to work in a regulated financial services environment and maintain confidentiality with client, advisor, and firm information.
- Demonstrated ability to build productive relationships with internal departments, external carrier partners, vendors, and advisor teams.
- Conduct administrative review of new annuity and life insurance orders to confirm required paperwork, licensing, training, and firm documentation are complete before submission or processing.
- Support financial professionals with state insurance licensing requirements, renewal reminders, continuing education tracking, and related administrative questions.
- Collaborate with the Vice President, Director of Insurance and Annuities on support processes and projects as needed.
- Submit and monitor carrier appointment requests on behalf of financial professionals, including follow-up with carriers, vendors, and internal registration or compliance partners.
- Assist with AFFIRM and RightBridge Annuity Wizard cases.
- Process and reconcile monthly insurance and annuity commission reports, identify discrepancies, and coordinate follow-up with carriers, vendors, accounting, or internal partners as needed.
- Claim newly issued insurance and annuity contracts in applicable reporting systems and maintain accurate records for production, reporting, and oversight purposes.
- Document insurance and annuity transactions in firm recordkeeping systems and maintain organized files for carrier selling agreements, product information, and transaction support materials.
- Respond to advisor and associate inquiries and provide clear guidance on administrative processes, required forms, submission steps, and status updates.
- Coordinate with carrier wholesalers, service teams, broker general agencies, technology vendors, and internal departments to resolve operational issues and support efficient case processing.
- Maintain awareness of approved insurance and annuity platforms, carriers, products, and administrative workflows to help ensure consistent support to advisor teams.
- Identify process improvement opportunities related to forms, workflow, communication, recordkeeping, reporting, and advisor support.
- Participate in Advisor Solutions Team or other Wealth Management projects and initiatives as assigned.
About the company
D.A. Davidson & Co. is a financial services firm that provides personalized wealth management and financial advisory support to individuals, families, and businesses in the United States. Its offerings include investment management, financial planning, and trust services, all delivered through a research-based approach that aims to tailor portfolios to each client’s goals. Revenue comes from advisory and asset management fees as well as commissions on financial products. The firm differentiates itself by combining customized, one-on-one guidance with a broad suite of services that cover investments, planning, and trust administration, serving a diverse client base from individuals to business owners. Its goal is to help clients align their portfolios with their financial objectives, protect and grow their wealth, and achieve long-term financial security through disciplined, evidence-based guidance.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Great Falls, Montana
Founded
2014
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Simplify's Take
What believers are saying
- Gary Morabito joined technology ECM in February 2026, strengthening capital-markets coverage.
- July and August 2026 mandates for Secturion and Literati show active deal momentum.
- Palm Desert, Richmond, and Northern Indiana openings expand wealth-management distribution in 2026.
What critics are saying
- Legacy supervisory failures keep regulatory and reputational risk visible in 2026.
- Office expansion in Indiana, Virginia, and California raises fixed costs before fee capture.
- Advisor departures to competitors can hollow out wealth management during 2026 hiring sprees.
What makes D.A. Davidson unique
- Employee-owned since 1935, D.A. Davidson blends wealth, banking, and trust services.
- Its middle-market focus spans industrials, distribution, business services, retail, and technology.
- Research-driven advisors pair personalized wealth planning with capital markets and M&A execution.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Company Match
- Paid Vacation
- Paid Sick Leave
- Paid Holidays
- Professional Development Budget
- Tuition Reimbursement
- Employee Discounts
- Company Social Events