Annuities Retention Specialist jobs in Houma, LA

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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Service and Retention Specialist
  • The Maghen Dodge Agency
  • Metairie, LA FULL_TIME
  • Job Description


    Join a team that cares about our customers and you! The Maghen Dodge Agency in Metairie, Louisiana, is looking for an experienced and committed individual to join our team as a Full-Time Account Manager. In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base. If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role. Apply now to join our team and begin a role with excellent career growth and earning potential.


    Benefits


    Mon-Fri Schedule

    Paid Time Off (PTO)

    Retirement Plan

    Evenings Off

    Career Growth Opportunities

    Life Insurance

    Hands on Training

    Office snacks, coffee and lunches


    Responsibilities


    Process customer policy change requests.

    Secure all Trailing Documents from customers.

    Handle all incoming claim calls from customers and follow-up.

    Immediately greet all customers, entering the office, in a friendly and helpful manner.

    Take premium payments from customers.

    Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

    Answer incoming phone calls on the first ring.

    Assess and identify the wants and needs of your customer(s) over the phone.

    Participate in regular team meetings and brainstorming sessions.

    Handle customer renewals.


    Requirements


    Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

    Possess an upbeat, positive and enthusiastic attitude.

    Proficiency to multi-task, follow-thru and follow-up.

    Excellent Communication/interpersonal skills.

    Must have ability to multi-task.

    Professional phone etiquette.

    Career minded vision.

    Works well with other employees and is a team player with a positive attitude.

    A Property & Casualty insurance license is required.

    Ability to tactfully handle stressful and difficult situations.

    Enthusiasm, optimism, and a willingness to see the good in every situation.

    Commitment to excellence, willingness to work hard, and willingness to go the extra mile.

  • 10 Days Ago

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Medical Front Desk Receptionist/ Retention Specialist
  • Robert D. Ross, MD (APMC)
  • Metairie, LA FULL_TIME
  • Highly respected retina practice in Metairie, LA seeks a Front Desk/Retention Specialist.The individual will perform various clerical duties such as answering telephones, taking messages, scheduling a...
  • 14 Days Ago

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Regional Vice President (Annuities) - Remote in LA / MS / AL
  • US001 CMFG Life Insurance Company
  • Orleans, LA FULL_TIME
  • At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive en...
  • 2 Days Ago

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Specialist
  • Northwestern Medicine Delnor Health & Fitness Center
  • Thibodaux, LA FULL_TIME
  • Summary We improve life and we’re here to serve. What you do is something special and contributes towards improving health within your community. Join our team of full time and part time staff at Thib...
  • Just Posted

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Specialist
  • Bristow
  • Galliano, LA FULL_TIME
  • Rescue Swimmer : Must be well versed with advanced rescue techniques and equipment. Rescue situations ranging from high hoists, confined areas, elevated platforms, off center hoists, water rescue and ...
  • 1 Day Ago

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Specialist
  • AWG Career Site
  • Pearl River, LA FULL_TIME
  • SUMMARY: The Specialist position displays a high degree of professionalism in representing AWG as acounselor to our membership in meat merchandising. This position plays a major role in educating ther...
  • 1 Month Ago

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0 Annuities Retention Specialist jobs found in Houma, LA area

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Restaurant Team Member
  • Golden Corral
  • Houma, LA
  • Our franchise organization, Louisiana Corral of Houma, LLC dba Golden Corral, is currently seeking energetic, friendly i...
  • 4/25/2024 12:00:00 AM

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Off Duty Officer - Part Time
  • Security Industry Specialists
  • Metairie, LA
  • About this position: •Department: Standard •Location (City/State): Metairie, LA •Employment Type: Part time About us: Se...
  • 4/25/2024 12:00:00 AM

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Shift Leaders, Assistant & GMs | National Fast Food Burger Brand
  • The Restaurant Zone
  • New Orleans, LA
  • Job Description Job Description A very established high volume, reputable and growing fast-casual brand, with numerous l...
  • 4/24/2024 12:00:00 AM

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USMC Corrosion Prevention and Control Field Service Representative/Trainer (073-23)
  • Anglicotech, LLC
  • New Orleans, LA
  • About The Position: We are seeking a USMC Corrosion Prevention and Control Field Service Representative/Trainer with imm...
  • 4/23/2024 12:00:00 AM

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Production Supervisor - 2nd Shift
  • Gateway Recruiting - Gateway To Global Careers - Contingent Retained Contract Recruiting Services
  • New Orleans, LA
  • Job Summary:This role will supervise and coordinate daily operation of production shift with responsibility for achievin...
  • 4/22/2024 12:00:00 AM

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Sales Associate-SOUTHLAND MALL
  • L Brands, Inc.
  • Houma, LA
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 4/22/2024 12:00:00 AM

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Registered Client Service Associate**
  • Morgan Stanley
  • New Orleans, LA
  • POSITION SUMMARY:Registered Client Service Associates (CSAs) help shape the future of service by modernizing the cliente...
  • 4/22/2024 12:00:00 AM

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Retail Sales Associate-LAKESIDE SHOPPING CENTER
  • L Brands, Inc.
  • Metairie, LA
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 4/22/2024 12:00:00 AM

Houma (/ˈhoʊmə/ HOH-mə) is the largest city in the parish seat of Terrebonne Parish, Louisiana, United States and the largest principal city of the Houma–Bayou Cane–Thibodaux Metropolitan Statistical Area. The city's powers of government have been absorbed by the parish, which is now run by the Terrebonne Parish Consolidated Government. The population was 33,727 at the 2010 census, an increase of 1,334 over the 2000 tabulation of 32,393. Many unincorporated areas are adjacent to the city of Houma. The largest, Bayou Cane, is an urbanized area commonly referred to by locals as being part of Hou...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$54,118 to $72,480
Houma, Louisiana area prices
were up 1.2% from a year ago