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)
Are you passionate about helping students achieve their academic goals? Do you enjoy working in a diverse environment? If so then Carlos Rosario International Public Charter School (CRIPCS) has the perfect opportunity for you.
Carlos Rosario International Public Charter School (CRIPCS) is an adult charter school that delivers high-quality education, career training, and supportive services that enable adult immigrants to realize their dreams while strengthening our community and economy. When you join the team at CRIPCS, you become part of a unique, performance-driven organization where students are the center of our work and excellence permeates.
Lead Retention Specialist/Case Manager
We are seeking a Lead Retention Specialist/Case Manager who will be responsible for collecting and tracking the employment gain and retention data from the Student Services Departments. The LRS will be responsible for collaborating with internal stakeholders to develop, plan, monitor, and implement the department’s system of obtaining required information from students as dictated by the Performance Management Framework (PMF). In addition, the LRS will develop a system to track Student Services’ student contact time for annual reports and productivity tracking purposes.
Responsibilities:
Qualifications:
Hourly rate ranges from $30.79 per hour to $40.86 per hour
Apply directly at Carlos Rosario International Public Charter School’s career page at https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=33b607f4-564d-4335-b098-98dd2b218da4&ccId=19000101_000001&jobId=472683&source=CC2&lang=en_US . This position will be posted until filled.