Annuities Retention Specialist jobs in Clovis, NM

Annuities Retention Specialist coordinates with service representatives and clients to assist with retaining the client's annuity business. Provides knowledge and expertise to clients in order to meet their financial goals and to clearly understand various options that are available with annuities. Being an Annuities Retention Specialist reviews surrender requests and contacts clients to re-engage and identify opportunities for additional sales. Makes recommendations to product line management to improve service and design of products that encourage client retention. Additionally, Annuities Retention Specialist requires a bachelor's degree. Typically reports to a manager. The Annuities Retention Specialist contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Annuities Retention Specialist typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Communications Specialist
  • PANHANDLE COMMUNITY SERVICES
  • Dalhart, TX OTHER
  • Job Details

    Job Location:    Dalhart Office - Dalhart, TX
    Position Type:    Full Time
    Education Level:    High School
    Salary Range:    $16.24 - $16.24 Hourly
    Travel Percentage:    Up to 25%
    Job Shift:    Any
    Job Category:    Admin - Clerical

    Description

    Position Summary

    The Communications Specialist provides administrative support to the organization and is primarily responsible for ensuring the efficient flow of information between clients, visitors, and other guests of the organization with PCS staff by performing a variety of clerical and tasks including filing, scheduling, mail distribution, and call transfers. The Community Intake Specialist is often the first point of contact for PCS, and is also responsible for ensuring a welcoming, positive experience for all that call and enter the office(s).

    Essential Duties

    To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

    Essential Duties:

    • Provides outstanding customer service while greeting clients and staff upon arrival or when answering phone calls and addressing questions and concerns
    • Answers and transfers phone calls, screening when necessary
    • Takes detailed and accurate messages and notes
    • Accepts, distributes, and sends mail and packages to and from program personnel
    • Schedules client services and notifies staff members of any cancellations or unscheduled visitors.
    • Checks clients in and out according to PCS policies and procedures; escorts clients to appropriate areas and staff
    • Ensures the lobby/reception area is clean, and sanitized daily
    • Enters data into appropriate systems; makes copies, scans paperwork, etc.
    • Maintains knowledge of all PCS programs to ensure client satisfaction.
    • Restocks all brochures, pamphlets, etc. with proper labeling
    • Checks emails, voice mails, etc. and returns communications in a timely manner
    • Establishes and maintains courteous, professional relationships with clients
    • Provides accurate information in-person and via phone/email when answering questions or addressing client concerns
    • Provides detailed descriptions of services, programs, fundraisers, etc.
    • Actively promotes PCS, our services, programs, and any promotions such as fundraisers via flyers and social media; create graphics and content for this purpose
    • Maintains confidentiality in all PCS matters
    • Regularly attends, participates in, and help organize staff meetings, fundraisers, and training sessions
    • Retrieves information as requested from records, email, minutes, and other related documents; prepares written summaries of data when needed.
    • Performs timely and accurate data entry and maintains appropriate filing systems
    • Assists in coordinating and scheduling staff travel, meetings, appointments, training, etc.
    • Maintains and builds positive relationships with all levels of staff
    • Acts as a PCS point of contact and provides clerical support for the organization, serving employees with excellence in a manner aligned with organization values and purpose.
    • Provides general clerical support to PCS staff.
    • Conducts self and performs work in an ethical manner in accordance with PCS standards of conduct, and other applicable policies
    • Attendance and participation in organizational team meetings and all staff days is required, some of which may be off site and on weekends
    • Other duties as assigned

    Other Duties:

    • Maintains a strong working knowledge of PCS standards including policies and procedures, organizational standards, grant and program compliance, procurement standards, and all other applicable policies and procedures as outlined by PCS.

    Qualifications


    Qualifications

    Education: High School Diploma or equivalent preferred.

    Licenses and Certifications: N/A

    Experience: 1 years of experience in an administrative role required; Some experience in a Community Action Agency or other similar non-profit organization preferred

    Skills:

    • Excellent verbal and written communication skills.
    • Excellent interpersonal skills.
    • Excellent organizational skills and attention to detail.
    • Excellent time management skills with a proven ability to meet deadlines.
    • Excellent customer service skills.
    • Ability to work independently.
    • Ability to prioritize tasks.
    • Proficient with Microsoft Office Suite or related software.
    • Proficiency with or the ability to quickly learn the systems utilized by the organization
    • Basic math skills required.
    • Proficiency in understanding, speaking, and writing in English and Spanish

    Other Requirements: Valid drivers license required. Must have liability insurance coverage. Bilingual ability in understanding, speaking, reading, and writing both English and Spanish strongly preferred.

  • 17 Days Ago

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Referral Specialist
  • Northwest Texas Physicians Network
  • Amarillo, TX FULL_TIME
  • Responsibilities: ABOUT NORTHWEST PHYSICIANS GROUP Northwest Physicians Group formed in 2013 with a focus towards population health management. The group has grown to a network of over 40 providers se...
  • 17 Days Ago

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Finance specialist
  • PFCGOC
  • Amarillo, TX FULL_TIME
  • Job Description Job Description Salary : $19.00-$21.00Company Name : Synergy Solutions, INC. Job Title : Financial Specialist I FLSA* Status : Non-Exempt SECTION 1. JOB SUMMARY As a Financial Speciali...
  • 17 Days Ago

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Behavior Specialist
  • Canyon ISD
  • Canyon, TX FULL_TIME
  • Primary Purpose: The role of the behavior specialist is to assist campuses in facilitating effective behavioral systems relating to PBIS, Restorative Practices, and behavior intervention by providing ...
  • 18 Days Ago

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Payroll Specialist
  • Dalhart ISD
  • Dalhart, TX FULL_TIME
  • Primary Purpose: Direct and manage payroll activities of the district. Develop and implement payroll procedures to ensure timely processing of payroll and the applicable payment of all benefits and pa...
  • 20 Days Ago

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Calendar Specialist
  • Davy Knapp Photography, Inc
  • Amarillo, TX FULL_TIME
  • We are looking for a Full Time Calendar Specialist who is looking to gain excellent hands-on experience in the retention and schedule field in a company with great company culture! This role requires ...
  • 21 Days Ago

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0 Annuities Retention Specialist jobs found in Clovis, NM area

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Portales, NM
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/24/2024 12:00:00 AM

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Assistant Manager [Little Caesars]
  • Vibe Restaurants
  • Clovis, NM
  • **JOB SUMMARY**: The Assistant Manager (AM) supports the General Manager in ensuring delivery on the Customer Promise th...
  • 4/22/2024 12:00:00 AM

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Philanthropic Processing and Accounting Specialist
  • Eastern New Mexico University
  • Portales, NM
  • Salary: Depends on Qualifications Location : Main Campus - Portales, NM Job Type: Full time permanent Job Number: 2024-0...
  • 4/22/2024 12:00:00 AM

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Travel Nurse RN - ICU - Intensive Care Unit - $2,190 per week
  • Hiring Now!
  • Clovis, NM
  • Travel Nurses, Inc. is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Clovis, New Mexic...
  • 4/22/2024 12:00:00 AM

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Senior Field Safety Specialist
  • Loram
  • Clovis, NM
  • Job Title: Sr. Field Safety Specialist FLSA Status: Exempt Department: Environmental Health & Safety Reports to: Manager...
  • 4/21/2024 12:00:00 AM

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Helicopter Pilot - HAA
  • Med-Trans Corporation
  • Portales, NM
  • Job Description: If your passion is flying and you want to work in an environment where every second counts, contact us ...
  • 4/21/2024 12:00:00 AM

Clovis is the county seat of Curry County, New Mexico, United States, with a population of 37,775 as of the 2010 census, and a 2014 estimated population of 39,860. Clovis is located in the New Mexico portion of the Llano Estacado, in the eastern part of the state. A largely agricultural community, closely bordering Texas, it is noted for its role in early rock music history and for nearby Cannon Air Force Base. After the discovery of several "Clovis culture" sites in eastern North America in the 1930s, the Clovis people came to be regarded as the first human inhabitants who created a widesprea...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$50,499 to $67,633
Clovis, New Mexico area prices
were up 1.2% from a year ago