Annuities Retention Specialist jobs in Costa Mesa, CA

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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Housing Retention Specialist
  • Illumination Foundation
  • Orange, CA FULL_TIME
  • “Every person deserves compassion, dignity, and the safety of a place to call home.”
    Homelessness is the largest social and public health crisis in California. Illumination Foundation (IF) is a growing non-profit organization dedicated towards disrupting the cycle of homelessness by providing targeted, interdisciplinary services in our recuperative care centers, emergency shelters, housing services and children's and family programs. IF currently has 13 facilities with 22 micro-communities scattered across Orange County, Los Angeles County and the Inland Empire.

    Job Description

    The primary purpose of the Housing Retention Specialist is to provide newly and unstably housed clients with retention-focused case management services. Housing Retention Specialists (HRS’s) will assist clients by developing individualized sustainability plans to address any barriers or uncertainties present in their living situation. This may include providing support and education regarding life-skills such as financial management and budgeting, IADL’s, resource navigation, landlord communication, prompt upkeep of fixed expenses, diet, nutrition, and cookery, insurance and healthcare understanding, and any other such need or insufficiency experienced by the client that may impact their ability to retain housing. This can also include care coordination, which may consist in the retention specialist linking clients to additional outside services that may reinforce their effort to bring stability and longevity to their living situation.

    The pay range for this position is $23.00 - $26.00 per hour, depending on experience.

    Responsibilities

    • Carries a maximum caseload of 22-25 clients
    • Must attempt to meet all clients in-person each month
    • If client is unable-to-contact then there must be at least 4 modes of communication used in the effort to contact the client in the month
    • Develop individualized sustainability plans with measurable goals and objectives and assist in achieving clients’ desired outcomes.
    • Network and collaborate with relevant internal and external personnel as it pertains to promoting retention outcomes
    • Advocate for and connect clients to resources that will assist the client in achieving stabilization and housing retention. This includes warm hand-offs to agencies who can assist clients with financial benefits, mental health, substance abuse, hygiene, shelters, medical treatment, legal advocacy, etc.
    • Attend Interdisciplinary Care Team meetings when scheduled and provide updates to health
      care networks on mutual clients.
    • Attend all relevant meetings held with the CalAIM teams.
    • Coordinate, prepare and maintain required charting and documentation in a timely and
      thorough manner.
    • Maintain client records according to HIPAA and adhere to all client confidentiality
      requirements and standards.
    • Complete training and development opportunities as determined appropriate by the
      supervisor.
    • Acts in an ethical manner reflecting core values of integrity, transparency, accountability,
      respect and responsibility.
    • Must accept personal responsibility and accountability for performance of duties.

    Preferred Experience/Minimum Qualifications

    Required:

    • High School Diploma or equivalent.
    • Proficiency in Microsoft Office Suite (Outlook, Teams, Word, Excel, PowerPoint, OneDrive)
    • Case management/housing navigation experience dealing with homeless populations or similar fields.
    • Customer and client relation skills.
    • Valid CA Driver’s License and eligibility for company vehicle insurance.

    Preferred:

    • Bilingual in English and Spanish.
    • Bachelor’s Degree

    Benefits

    • Medical Insurance funded up to 91% by Illumination Foundation (Kaiser and Blue Shield), depending on the plan
    • Dental and Vision Insurance
    • Life, AD&D and LTD Insurance funded 100% by Illumination Foundation
    • Employee Assistance Program
    • Professional Development Reimbursement
    • 401K with Company Matching
    • 10 days vacation PTO/year
    • 6 days sick PTO/year
    • 10 days holiday PTO/year
    • Potential eligibility for the Public Service Loan Forgiveness Program (PSFL) for federally qualified loans
  • 1 Day Ago

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Side Hustle Expert - Social Media Specialist
  • Social Media Specialist - Fud
  • Irvine, CA OTHER
  • We are a growing start-up company looking for a talented and experienced Side Hustle Expert - Social Media Specialist to join our community. As a Side Hustle Expert, you will be responsible for provid...
  • 10 Days Ago

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Dermatologist - Laguna Hills, CA
  • Pacific Dermatology Specialist
  • Laguna Hills, CA FULL_TIME
  • Pacific Dermatology Specialist in Laguna Hills, CA is seeking a Dermatologist to join our long established & highly regarded practice with a large & loyal patient base. Opportunity Highlights: Highly ...
  • 25 Days Ago

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Dermatologist
  • Pacific Dermatology Specialist
  • Laguna Hills, CA FULL_TIME
  • Pacific Dermatology Specialist in Laguna Hills, CA is seeking a Dermatologist to join our long established & highly regarded practice with a large & loyal patient base. Opportunity Highlights: Highly ...
  • 5 Days Ago

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Director, CRM & Retention Marketing
  • iHerb
  • Irvine, CA FULL_TIME
  • Job Summary: The Director, CRM and Retention Marketing is a highly strategic role that will lead iHerb’s customer retention & CRM efforts, working cross-functionally to drive our global customer reten...
  • 1 Month Ago

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Recruitment and Retention coordinator/ Front Desk
  • Right at Home
  • Laguna Hills, CA FULL_TIME
  • The Recruitment and Retention Coordinator/Front Desk will be responsible for the day-to-day of the Recruitment and Retention department including recruitment and staffing, employee relations, compensa...
  • 13 Days Ago

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0 Annuities Retention Specialist jobs found in Costa Mesa, CA area

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Customer Service Representative
  • Bunzl Distribution NA
  • Anaheim, CA
  • ** Customer Service Representative** **Job Category****:** Telesales & Customer Service **Requisition Number****:** USA2...
  • 3/29/2024 12:00:00 AM

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Customer Service/Retention Specialist
  • Allstate Insurance
  • Cerritos, CA
  • Job Description Job Description If you enjoy helping others and are a compassionate, customer-focused individual, then a...
  • 3/28/2024 12:00:00 AM

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SR Level Building Inspector
  • Charles Abbott Associates
  • Orange County, CA
  • Job Description Job Description Charles Abbott Associates (CAA) is currently interviewing for a Senior Level Building In...
  • 3/28/2024 12:00:00 AM

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Personal Lines CSR MNN9473
  • Capstone Search Group
  • Beverly Hills, CA
  • Job Description Job Description About the Role A small, independent insurance agency is looking for an experienced Perso...
  • 3/26/2024 12:00:00 AM

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Retained Search Consultant
  • Insure National, LLC
  • Dana Point, CA
  • Job Description Job Description Job Title: Retained Search Consultant Company: Insure National Location: Remote or Hybri...
  • 3/25/2024 12:00:00 AM

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Enrollment and Retention Specialist
  • Los Angeles Christian Health Centers
  • Los Angeles, CA
  • Job Description Job Description Interview clients on a one-to-one basis to determine eligibility for federal and state-f...
  • 3/25/2024 12:00:00 AM

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HIV Patient Retention Specialist
  • To Help Everyone Health & Wellness Centers
  • Los Angeles, CA
  • Job Description Job Description Essential Duties and Responsibilities: Identify clinic patients not engaged in HIV medic...
  • 3/25/2024 12:00:00 AM

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Customer Service Representative
  • Bunzl Distribution NA
  • Fountain Valley, CA
  • ** Customer Service Representative** **Job Category****:** Telesales & Customer Service **Requisition Number****:** USA2...
  • 3/25/2024 12:00:00 AM

Costa Mesa (/ˌkoʊstə ˈmeɪsə/) is a city in Orange County, California. Since its incorporation in 1953, the city has grown from a semi-rural farming community of 16,840 to a primarily suburban and edge city with an economy based on retail, commerce, and light manufacturing. The population was 109,960 at the 2010 United States Census. Costa Mesa is located 37 miles (60 km) southeast of Los Angeles, California, 88 miles (142 km) north of San Diego, California and 425 miles (684 km) south of San Francisco, Costa Mesa encompasses a total of 16 square miles (41 km2) with its southernmost border only...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$62,929 to $84,280
Costa Mesa, California area prices
were up 3.0% from a year ago