Annuities Retention Specialist jobs in Ohio
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)
Recently Added Annuities Retention Specialist jobs
Retention Specialist (Part-Time)
- Goodwill Easterseals Miami Valley
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Dayton, OH
PART_TIME
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Do you have a desire to work for an organization driven by empowerment and full inclusion? Goodwill Easterseals Miami Valley is one of the largest employers in the region; with the mission to empower those with disadvantages and disabilities to improve their quality of life. We employ over 600 associates just in our retail stores alone. GESMV also offers over 40 programs and services to the community ranging from job readiness programs to assistive technology services. We offer part-time and full-time positions, with a variety of schedules and hours available. We are always looking for driven, enthusiastic people to join our team.
Retention Specialist
Summary
The Retention Specialist will communicate directly with program participants, employers, and others on the job sites who have direct and indirect contact with individuals on those sites. This position will focus on the program participants' ability to maintain employment and meet employer standards and expectations, while also maintaining a healthy balance of personal and work needs. This position is also responsible for making efforts to market all services available through the Agency when contacting employers or community members.
Essential Duties & Responsibilities
- Maintain necessary records, submit weekly reports, and provide input to referral sources regarding individual retention progress. Provide weekly and monthly reports in required case management system.
- Develop an Individual Service Plan for each participant based upon the Needs Assessments and updates a minimum of quarterly.
- Apply intensive motivational and follow-along services to encourage satisfactory work performance to meet or exceed employer standards.
- Communicate regularly and effectively to referral sources and support network for the program participants.
- Assist program participants in developing work appropriate relationships with supervisors, managers, and peers on the work site.
- Maintain a liaison relationship with referring agencies regarding applicant’s progress.
- Establish and maintain active relationship with participant’s employer, specifically their direct supervisor(s), to proactively identify and correct issues regarding the participant’s performance or additional training needs.
- Demonstrate knowledge of a broad range of occupations and jobs as well as local employment, vocational, and educational resources.
- Maintain interactive and positive contact with employer to determine additional or future personnel needs and share information with the employment specialist teams.
- Other duties as assigned.
- Bachelor's Degree in Vocational Rehabilitation, Business Education, Social Science, or related field. Minimum of one-year experience in field of vocational rehabilitation or job development. Experience in the field may be substituted for Bachelor’s Degree.
- Involvement in implementation and development of training programs for adults with disabling and disadvantaging conditions. Leading candidates will have a strong background in instructing, vocational rehabilitation, vocational assessment, and job placement services.
- Knowledge of business and industry hiring practices.
- Must have working knowledge of Microsoft Office products.
- Ability to market Goodwill Easterseals and explain the mission to the general public.
- Must be able to take initiative, make decisions, and work well with little supervision.
Must maintain a valid driver's license and a driving record acceptable to Goodwill's liability insurance provider.
Must have access to reliable transportation and utilize own transportation routinely for field based assignment.
Must maintain the ability to pass a criminal background check and random drug screens.
The above duties and responsibilities are essential job functions subject to reasonable accommodation. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the job and/or apply for the position, absent undue hardship.
This job description is not to be interpreted as an all-inclusive list of duties, responsibilities, or requirements. Employees may be required to perform additional job- related tasks as assigned, subject to reasonable accommodation.
Goodwill Easterseals Miami Valley is firmly committed to Equal Employment Opportunity (EEO) and Affirmative Action (AA) compliance with all Federal, State, and local laws that prohibit employment discrimination on the basis of age, sex, color, race, creed, national origin, religion, marital status, citizenship status, ancestry, sexual orientation, gender identity and/or expression, genetic information, disability status, protected veteran status, membership or activity in a local human rights commission, status with regard to public assistance, or any other classification protected by applicable law. This policy applies to all employment decisions, including, but not limited to recruiting, hiring, training, promotions, pay practices, benefits, disciplinary actions, and terminations. - 14 Days Ago
Regional Retention and Engagement Specialist
- CommuniCare Family of Companies
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Center, OH
FULL_TIME
- CommuniCare Health Services is currently recruiting for a Regional Recruitment and Engagement Specialist to support employee engagement at our Skilled Nursing Facilities in the Akron, Canton, Massillo...
- Just Posted
Client Retention Specialist
- Stretto
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Dayton, OH
FULL_TIME
- The Client Retention Specialist is responsible for developing and maintaining professional relationships with the primary objective of retaining clients and increasing their adoption of additional Str...
- 2 Days Ago
Client Retention Specialist
- Bankruptcy Management Sol
-
Dayton, OH
FULL_TIME
- The Client Retention Specialist is responsible for developing and maintaining professional relationships with the primary objective of retaining clients and increasing their adoption of additional Str...
- 3 Days Ago
Recruitment/Retention Specialist
- Visiting Angels
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Canton, OH
FULL_TIME
- We are looking for a Recruiter/HR Director to help serve the growing demand for our services! Visiting Angels has over 19 years in the community as the provider of choice in home care. To meet that de...
- 4 Days Ago
Customer Retention Specialist
- Lifestyle Home Furnishings
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Bridgeport, OH
FULL_TIME
- Customer Retention Specialist Do you care about improving other people’s lives? Do you want to work for a company whose vision is as genuine as our employees? A company whose shared responsibility is ...
- 4 Days Ago
Annuities Retention Specialist jobs at Popular Companies
Retention Specialist
- Buffalo Biodiesel, Inc.
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- Buffalo Biodiesel is in growth mode and currently seeking a Retention Specialist to join our fast-growing team! Who We A...
- 4/18/2024 12:00:00 AM
Customer Retention Specialist (Remote)
- N&A Enterprises and Solutions
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Atlanta, GA
- Description: Position Overview: As a Remote Customer Retention Specialist, you will play a crucial role in ensuring the ...
- 4/18/2024 12:00:00 AM
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 ...
- 4/18/2024 12:00:00 AM
Customer Retention Specialist
- Emerald Lawns
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Round Rock, TX
- Are you a person who likes to solve problems and help others when they need it? Do you have strong relationship building...
- 4/18/2024 12:00:00 AM
Retention Specialist
- Pestie
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Lehi, UT
- Join the Pestie team full-time as a Retention Specialist. This role is pivotal in ensuring the long-term satisfaction an...
- 4/17/2024 12:00:00 AM
Client Retention Specialist
- RENT ONE
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Lexington, TN
- CLIENT RETENTION SPECIALIST Rent One is proud to provide our customers with affordable home furnishings and appliances. ...
- 4/17/2024 12:00:00 AM
Customer Service Retention Specialist
- Admin Tasco LLC
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Stuart, FL
- Job Description Job Description We are looking for a dynamic retention specialist to help us retain our core customer ba...
- 4/14/2024 12:00:00 AM
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...
- 4/14/2024 12:00:00 AM
About Ohio
Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus.
The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$55,306 to $74,071