Annuities Retention Specialist jobs in Montana

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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Retention specialist
  • Maximus Services, LLC
  • Missoula, MT FULL_TIME
  • Description & Requirements Maximus currently has a Retention Specialist opportunity with the Maximus Montana Employment and Training Project.

    This Project will provide intake, assessment and development of an Employability / Service Plan (ESP) plus case management of participants along with job development, placement, & retention services.

    Our goal is to equip participants to be successful in the world of work by building their skills capacity, prioritizing employment, and supporting retention.

    Essential Duties and Responsibilities : - Cultivate and nurture professional relationships with customers, continuously monitoring their engagement and progress within the program.

    • Regularly collaborate with customers to set and accomplish program goals, ensuring ongoing eligibility and program service maintenance.
    • Demonstrate extensive program knowledge, guiding customers through various stages of the application process, from enrollment to benefit and service allocation.
    • Assist customers in accessing essential services aligned with program objectives, including educational or vocational training, medical care, childcare, transportation, mental health resources, legal assistance, and other pertinent needs.
    • Conduct follow-ups with customers to address needs, resolve concerns, and ensure their requirements are met satisfactorily.
    • Collaborate with team members to provide expertise and support in resolving participant issues effectively. - Maintain accurate and timely case documentation for all customer interactions, ensuring comprehensive records of activities.
    • Share updates regarding outreach and engagement initiatives with project staff, facilitating effective communication. - Identify and communicate barriers hindering customer engagement with the Provider, informing project staff promptly.
    • Perform additional duties as directed by leadership to support program objectives. - Previous Maximus experience preferred.
    • Previous incumbent experience preferred. - This position requires travel up to 10% of the time. - This position requires you to have reliable transportation to travel to other offices within the region.
    • Must live in or near Missoula, MT. - Must work onsite in Missoula, MT. Minimum Requirements Minimum Requirements : - High school diploma or GED required and 0-2 years of relevant professional experience required, or equivalent combination of education and experience.

    EEO Statement Active military service members, their spouses, and veteran candidates often embody the core competencies Maximus deems essential, and bring a resiliency and dependability that greatly enhances our workforce.

    We recognize your unique skills and experiences, and want to provide you with a career path that allows you to continue making a difference for our country.

    We're proud of our connections to organizations dedicated to serving veterans and their families. If you are transitioning from military to civilian life, have prior service, are a retired veteran or a member of the National Guard or Reserves, or a spouse of an active military service member, we have challenging and rewarding career opportunities available for you.

    A committed and diverse workforce is our most important resource. Maximus is an Affirmative Action / Equal Opportunity Employer.

    Maximus provides equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disabled status.

    Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment.

    Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off.

    Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience.

    An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.

    Last updated : 2024-04-23

  • Just Posted

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Retention Specialist
  • Global Organization
  • Kalispell, MT FULL_TIME
  • Maximus currently has a Retention Specialist opportunity with the Maximus Montana Employment and Training Project. This Project will provide intake, assessment and development of an Employability/Serv...
  • 7 Days Ago

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Retention Specialist
  • Global Organization
  • Great Falls, MT FULL_TIME
  • Maximus currently has a Retention Specialist opportunity with the Maximus Montana Employment and Training Project. This Project will provide intake, assessment and development of an Employability/Serv...
  • 8 Days Ago

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Merchandiser (2023-32922)
  • Apollo Retail Specialist
  • Montana City, MT PART_TIME
  • As a merchandiser, you’ll take on project-based work to ensure products and displays are visually appealing to attract and engage shoppers, build strong relationships with store managers, ensure the r...
  • Just Posted

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Territory Retail Lead - Retention Bonus!
  • Anderson Merchandisers LLC
  • Bozeman, MT FULL_TIME
  • WE ARE LOOKING FOR GREAT PEOPLE TO JOIN OUR TEAM- just like you!Our associates have a lot in common. They have great interpersonal skills, enjoy working independently, are self-motivated, and have a r...
  • 9 Days Ago

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Registered Respiratory Therapist - $10,000 Retention Bonus
  • GoRural
  • Great Falls, MT FULL_TIME
  • **$10,000 Retention Bonus**REGISTERED RESPIRATORY THERAPIST- RRTEnjoy the best of both worlds! This location offers the convenience of urban life with all the necessary amenities while also granting a...
  • Just Posted

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Retention Specialist
  • Vivent Health
  • Chicago, IL
  • Get ready for something extraordinary! Picture this You've got 6 weeks of paid time off in your first year, plus 12 days...
  • 4/24/2024 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...
  • 4/24/2024 12:00:00 AM

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Retention Specialist
  • Buffalo Biodiesel, Inc.
  • Buffalo Biodiesel is in growth mode and currently seeking a Retention Specialist to join our fast-growing team! Who We A...
  • 4/23/2024 12:00:00 AM

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Customer Service Retention Specialist
  • Admin Tasco LLC
  • Stuart, FL
  • Job Description Job Description We are looking for a dynamic retention specialist to help us retain our core customer ba...
  • 4/23/2024 12:00:00 AM

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Customer Retention Specialist (Remote)
  • N&A Enterprises and Solutions
  • Tampa, FL
  • Description: Position Overview: As a Remote Customer Retention Specialist, you will play a crucial role in ensuring the ...
  • 4/23/2024 12:00:00 AM

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Retention Specialist
  • Kenect
  • Pleasant Grove, UT
  • About Us Kenect is based in the "Silicon Slopes" of Utah. Our team is committed to helping businesses grow and succeed t...
  • 4/22/2024 12:00:00 AM

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Retention Specialist
  • Pestie
  • Lehi, UT
  • Join the Pestie team full-time as a Retention Specialist. This role is pivotal in ensuring the long-term satisfaction an...
  • 4/22/2024 12:00:00 AM

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Member Retention Specialist
  • Hand and Stone
  • Fort Lauderdale, FL
  • Benefits: 401(k) Bonus based on performance Employee discounts Flexible schedule Health insurance Opportunity for advanc...
  • 4/21/2024 12:00:00 AM

Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place". Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$52,817 to $70,738