Annuities Retention Specialist jobs in Danbury, CT

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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Document Retention Specialist (Part-Time) - Danbury
  • Union Savings Bank - CT
  • Danbury, CT PART_TIME
  • The Document Retention Specialist is responsible with scanning and reviewing documents that have been imaged for retention purposes. They also provide clerical support to the team.

    Scanning

    Scan both paper and electronic documents. This includes, but is not limited to:

    • Loan Documents – Closing documents, maintenance, declines, payoffs, loan tickets, past due letters, appraisals and financials.
    • Deposit Documents - New account documents, maintenance, account closures, ATM & debit card customer documents and system documents, mobile system documents and letters of authorization.
    • Accounts Payable – Invoices and Statements.
    • Branch Documents – Balance sheets, cash shipments, signature guarantee, cash advance, monthly balance sheets and safe deposit documents.

    Verification

    Verify scanned documents to ensure both their image quality and they were scanned in their entirety. Identify and address errors and notify management of those recurring.

    Lockbox Processing

    Review and process both daily and quarterly payments. This includes, but is not limited to, a review and scan of each document, logging the transactions and sending return mail.

    Clerical Support

    Recognize document types that require safeguarding of the physical document.

    Utilize system generated reports to determine what payoff files require scanning.

    Participate in system workflows to ensure tasks are handled in the most efficient manner.

    File loans utilizing a specific numbering system.

    Handle loan file requests. This includes, obtaining the file and identifying that the file is “out” for review. In addition, returning the file to its proper location.

    Assist with loan payoff retention.

     

    This position will be based out of our Danbury Headquarters office located at 225 Main St. Danbury, CT

    The schedule is Monday - Friday from 1:00 pm - 5:00 pm for a total of 20 hours per week

     

  • 12 Days Ago

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Specialist
  • Apple
  • Danbury, CT FULL_TIME
  • Not only are you the first person customers meet when they enter the store, but you’re also the person who guides them advising, selling, and even setting up their new products. You perform other role...
  • 18 Days Ago

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Security specialist
  • Security Industry Specialists
  • Danbury, CT FULL_TIME
  • About this position : Department : Retail Location (City / State) : Danbury, CT Employment Type : Flex About us : Security Industry Specialists, Inc. (SIS) provides security solutions to some of the m...
  • 18 Days Ago

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Tax specialist
  • Internal Revenue Service
  • Danbury, CT FULL_TIME
  • Duties WHAT IS THE COMMUNICATION AND LIAISON (CL) DIVISION? A description of the business units can be found at : Vacancies will be filled in the following specialty areas : Communication and Liaison ...
  • 18 Days Ago

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Communication specialist
  • Community Health Center, Inc
  • Ridgefield, CT FULL_TIME
  • Job Description Summary : Job Description : Reporting to the Director of Creative Services and working closely with all members of the Communications team and other departments, this positon will be r...
  • 18 Days Ago

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Marketing specialist
  • Mediabistro
  • Washington, CT FULL_TIME
  • Position : Integrated Marketing Specialist Reports To : Director of SalesFLSA : Exempt Station : Mandate : To competently* and professionally* achieve budgeted revenue goals by establishing and foster...
  • 18 Days Ago

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0 Annuities Retention Specialist jobs found in Danbury, CT area

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Personal and Commerical Lines Customer Service Representative
  • Rey Insurance Agency
  • Sleepy Hollow, NY
  • Job Description Job Description Rey Insurance Agency is seeking a full-time Customer Service Representatives in Commerci...
  • 3/28/2024 12:00:00 AM

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Senior Retention Specialist (NYSSHP)-Yonkers,NY
  • Westhab, Inc.
  • Yonkers, NY
  • JOB DESCRIPTION JOB TITLE: Senior Retention Specialist DEPARTMENT: Rapid Re-Housing/NYSSHP/SHP FLSA: Non-Exempt REPORTS ...
  • 3/28/2024 12:00:00 AM

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Tenant Retention Specialist
  • Blue Garden
  • Waterbury, CT
  • Job Description Job Description We are seeking a Tenant Relations Coordinator to join our team! As a key player in our p...
  • 3/27/2024 12:00:00 AM

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Personal Lines CSR MNN9396
  • Capstone Search Group
  • Poughkeepsie, NY
  • Job Description Job Description About the Role Join a large, privately held independent insurance brokerage with deep ro...
  • 3/27/2024 12:00:00 AM

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Guest Service Associate/ Cashier 3rd Shift - XtraMart
  • Global Partners LP
  • Plainville, CT
  • Job Description: Job Description: About Global Partners LP With nearly 1,600 locations, primarily in the Northeast, Glob...
  • 3/27/2024 12:00:00 AM

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Food Service Associate
  • Global Partners LP
  • Newtown, CT
  • Job Description: With nearly 1,500 locations, primarily in the Northeast, Global is one of the largest independent owner...
  • 3/26/2024 12:00:00 AM

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General Manager
  • Jaguar Land Rover New Rochelle*
  • New Rochelle, NY
  • Overview: Position Overview The General Manager position is the leader of an AutoNation store, overseeing New and Used S...
  • 3/26/2024 12:00:00 AM

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Housing Retention Specialist
  • Lifting Up Westchester (Formerly Grace Church Community Center)
  • White Plains, NY
  • Job Description Job Description The Housing Retention Specialist is a critical member of the Supportive Services team of...
  • 3/25/2024 12:00:00 AM

Danbury is a city in Fairfield County, Connecticut, United States, located approximately 50 miles (80 km) northeast of New York City making it part of the New York metropolitan area. Danbury's population at the 2010 census was 80,893. Danbury is the fourth most populous city in Fairfield County, and seventh among Connecticut cities. The city is within the New York combined statistical area and Bridgeport metropolitan area. The city is named for Danbury in Essex, England. It is nicknamed the "Hat City" because for a period in the nineteenth and early twentieth centuries it was the center of the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$62,656 to $83,914
Danbury, Connecticut area prices
were up 1.7% from a year ago