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)
JOB OVERVIEW:
We are seeking an experienced Accounting Specialist to join our team. As an Accounting Specialist, you will be responsible for performing various accounting tasks and ensuring the accuracy and integrity of financial records. This is a key role within our organization, and we are looking for someone with strong attention to detail and excellent analytical skills.
Requirements
1. Must be 21 years old.
2. Associates degree or equivalent from two-year college or technical school desired. Minimum two years’ experience and/or training; or equivalent combination of education and experience is recommended.
3. Ability to apply concepts of basic algebra and geometry.
4. Knowledge in QuickBooks software highly desired.
5. Demonstrate strong writing, verbal, and organizational skills.
6. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
7. Must have a valid driver’s license and telephone.
8. Must pass FBI background investigation.
9. Ability to communicate with and advocate on behalf of the agency.
10. Ability to maintain records and confidentiality.
11. Ability to maintain a professional appearance and demeanor at all times.
12. Must be able to attend mandatory trainings and monthly staff meetings as scheduled.
The Accounting Specialist is required to become certified (within 90 days) in CPR/First Aid.
Responsibilities
If you are a detail-oriented individual with a passion for numbers and a desire to contribute to the success of our organization, we encourage you to apply for this position. The starting salary will be no less than $40,000 annually but we are willing to negotiate if someone has good experience and references.
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
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